高盛调研三花等“中国机器人供应链”:为2026年下半年“人形机器人”量产做准备,产能规划已达每年10万至100万台

全天候科技
Nov 09, 2025

11月7日,高盛发布了对中国人形机器人供应链的实地调研报告,报告指出:尽管尚未获得大规模确定性订单,核心供应商已进入“抢跑”阶段,为预计在2026年下半年开启的人形机器人量产做着极其乐观的产能准备。据追风交易台,高盛认为,对于投资者而言,这意味着:高盛在2025年11月3日至6日对包括三花、拓普、荣泰、双环在内的9家中国供应链公司进行了调研。最核心的发现是,大多数供应商正在中国及海外(主要是泰国,...

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