人形机器人万亿市场,A股哪些公司分蛋糕?|智氪

36氪财经
Aug 19, 2025

作者|范亮编辑|丁卯封面来源|视觉中国7月份以来,人形机器人赛道利好频频。先是在7月8日,智元机器人及相关方拟收购上市公司上纬新材至少63.62%的股份,被市场解读为智元有望借壳冲击资本市场;紧接着7月18日,宇树正式开启上市辅导,并在7月25日发布售价3.99万元起的新款机器人Unitree R1;随后7月24日,马斯克在财报会议上官宣,预估2026年开始量产Optimus,目标5年内年生产...

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