Morgan Stanley recently released a research report titled "The Humanoid 100: Mapping the Humanoid Robot Value Chain", which ranks 100 globally influential enterprises in the humanoid robot industry chain. Among them, 11 enterprises from Guangdong were listed, with Shenzhen alone accounting for seven, including BYD, Tencent, Ubtech, and Inovance.

Data shows that Guangdong is home to over 160,000 robotics-related enterprises, with Shenzhen and Guangzhou ranking first and second among Chinese cities, respectively. Li Weichong, President of Guangzhou Li-Gong Industrial Company, stated, "38% of the global humanoid robot supply chain enterprises are in China, with 57% of them concentrated in the Guangdong-Hong Kong-Macao Greater Bay Area (GBA)."

2025 is expected to be the breakthrough year for humanoid robots. This spring has seen humanoid robots made in Guangdong garner global attention, from the world's first front flip and human-like running to stair-running stunts and dance performances, and even the appearance of exoskeleton robots and "robot reporters" at China's Two Sessions.

On March 18th, in Shunde, Foshan, a humanoid robot from Midea Group's Humanoid Robot Innovation Center went viral online for its ability to understand and execute voice commands. Wei Chang, Vice President and CTO of Midea Group revealed that the enterprise is accelerating its strategic planning and resource investment in humanoid robotics and hopes to see future products applied in industrial manufacturing and commercial scenarios.

Guangdong's leading robotics enterprise, Topstar, is also making significant strides. Chairman Wu Fengli revealed that Topstar has successfully developed a dual-arm intelligent robot and plans to collaborate with leading Chinese AI companies to establish operations in Dongguan, striving to create "the smartest robotin craftsmanship".

According to Guangdong's latest industrial report, the scale of the robotics industry in Guangdong ranks first in China. He Xiaopeng, Chairman of the Board of XPeng Motors, predicts that the Guangdong robotics industry will significantly expand, with hundreds of startups emerging in the next two to three years and industry giants appearing within 10 to 15 years. IRON, the humanoid robot made by XPeng, has already been deployed in factories. The company aims for industrial-scale production by 2026. "Guangdong's mature supply chain and strong talent attraction will drive innovative breakthroughs in multiple fields of the robotics industry," he said.

Source: Lingnan on the Cloud

广东机器人何以在“榜首”？

在摩根士丹利发布的全球人形机器人上市公司百强榜单中，粤企占据11席，深圳独占7家，包括比亚迪、腾讯、优必选、汇川技术等。

数据显示，广东拥有机器人相关企业超16万家，深圳、广州分别位列全国城市第一、第二。广州里工实业公司总裁李卫铳表示：“全球38%的人形机器人供应链企业在中国，而其中57%集中在粤港澳大湾区。” 

2025年被称为人形机器人爆发元年。今年春天，从全球首例前空翻、拟人奔跑，到机器人楼梯跑酷、跳舞展示，再到全国两会上的外骨骼机器人与“机器人记者”，“广东造”人形机器人吸引全球目光。  

3月18日，佛山顺德，美的集团人形机器人创新中心的一款机器人因能听懂语音指令并完成相应操作的视频走红网络。美的集团副总裁兼CTO卫昶表示，公司正加快布局人形机器人，希望未来产品能应用于工业制造和商业场景。  

广东省机器人骨干企业拓斯达董事长吴丰礼表示，目前拓斯达已成功研发双臂智能机器人，并计划引入国内头部大模型公司落户东莞，推动机器人成为“最懂工艺的智能机器人”。

广东省最新产业报告显示，广东机器人产业规模居全国首位。小鹏汽车董事长何小鹏预测，广东机器人产业将从“七剑客”扩展至“七十剑客”，未来两三年内或涌现数百家创业公司，并在10至15年内诞生行业巨头。小鹏汽车的人形机器人IRON已在工厂“上岗”，目标是2026年实现工业化量产。“广东成熟的供应链体系和强大的人才吸引力，将推动该产业在多个领域实现创新突破。”他说。

文 | 记者 王丹阳 孙绮曼
译｜黄宇洁
英文审校｜王枥焓