中国人形机器人价格断崖式下跌。宇树科技(Unitree)均价从2023年$81.6k降至2024年$35.8k,2025年前三季度进一步跌至$23k,而单位成本仅从$10k降至$8.5k,利润空间被急剧压缩。竞争对手Bumi推出消费级人形机器人,补贴后售价仅$1.4k,身高3英尺1英寸,面向教育和陪伴场景。核心部件如伺服电机、减速器已实现国产化,机器人供应链大量借鉴电动汽车和智能手机成熟产线,电池、视觉传感器均从现有产线复用。
The price of humanoids in China just fell off a cliff! Unitree is facing a massive margin squeeze. Their avg. selling price keeps dropping: 🔹2023: $81.6k 🔹2024: $35.8k 🔹2025 (Q1-Q3): $23k Meanwhile, their unit cost only fell from $10k to $8.5k. Bumi, a fierce competitor in the humanoid market, just launched their cosumer-level robot at $1.4k after subsidies. The robot stands at 3′1′′, aimed at education and companionship. Nowadays, core components like servo motors and reducers are mainly domestically manufactured. Robots are borrowing heavily from EV and smartphone supply chains, with batteries and vision sensors all repurposed from mature production lines.