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港股概念追踪|人型机器人需求增长快 机构普遍看好产业链组件迎机遇（附概念股）
300024SIASUN(300024) 智通财经网·2025-04-30 06:17

Group 1 - Morgan Stanley's report predicts that by 2050, there will be 1 billion humanoid robots in use globally, generating annual revenue of 5trillion[1]−BankofAmericaforecaststhatglobalhumanoidrobotshipmentscouldreach18,000unitsthisyear,withsignificantgrowthexpectedoverthenextdecadeduetoagingpopulations,laborshortages,AIadvancements,andproductdesignimprovements[1]−Daiwa′sreportindicatesthat2025islikelytobeapivotalyearforthereleaseandapplicationexpansionofhumanoidrobots,withkeycomponentproductionratesandcostreductionsexceedingexpectations[1]Group2−TrendForceestimatesthattheglobalhumanoidrobotmarketvaluecouldexceed5 trillion [1] - Bank of America forecasts that global humanoid robot shipments could reach 18,000 units this year, with significant growth expected over the next decade due to aging populations, labor shortages, AI advancements, and product design improvements [1] - Daiwa's report indicates that 2025 is likely to be a pivotal year for the release and application expansion of humanoid robots, with key component production rates and cost reductions exceeding expectations [1] Group 2 - TrendForce estimates that the global humanoid robot market value could exceed 2 billion by 2027, with a compound annual growth rate of 154% from 2024 to 2027, driven by service robots benefiting from generative AI technology [2] - The cost structure of humanoid robots shows that planetary roller screws account for the highest component cost at 22%, followed by composite materials at 9%, 6D torque sensors at 8%, and hollow cup motors at 6%, indicating significant technological barriers in the component field [2] - According to招商证券, 2025 is expected to be the year of mass production for humanoid robots, with a positive outlook on the industry's overall trend [2] Group 3 - Related Hong Kong stocks in the humanoid robot industry include UBTECH (09880), Midea Group (00300), and Yujian (02436) [3] - Key component suppliers include Jinli Permanent Magnet (06680), Delta Electronics (00179), Innolux (02577), Minth Group (00425), and SUTENG (02498) [3]