M2具身智能研究院2025全球灵巧手市场研究深度报告节选版23页

M2 2024 Proprietary and Confidential All Rights Reserved.ThedocumenthasbeenexclusivelyproducedbyM2Consulting.Copyrightrestrictions(includingthoseofthirdparties)aretobeobserved.Allinformation,viewsandadvicearegiveningoodfaithbutwithoutlegalresponsibility.Whilsteveryefforthasbeenmadetoensuretheaccuracyoftheinformationanddatacontainedherein.M2Consultingacceptsnoresponsibilityforanyerrorsandomissionshowevercaused.Theinformationhereinshouldnotberegardedasasubstituteforlegaladvice.2025全球灵巧手市场深度研究报告（节选）2025.8 by M2 具身智能研究院M2 2024 Proprietary and Confidential All Rights Reserved.本报告核心概览2产业观察：商业化初期定位创新解构：企业双维竞争力矩阵•产业从技术储备期向商业化初期过渡•主流企业量处于小批量交付或试产阶段。•中国企业众多，占全球~50%。•构建企业“产品力”“市场力”双维度评估模型•解构专业深耕型、全栈自研型、产业链延伸型、场景迁移型企业竞争力•七大技术阵营情景剖析，混合驱动为未来前景路线•深度拆解领先企业灵巧手成本构成•产业链穿透，评估国产化攻坚路线总结展望：场景及未来空间技术剖析：评估产业链前景•评估各场景需痛点及发展前景•基于技术、成本、场景发展给出灵巧手市场规模发展三级假设•产业链企业发展建议M2 2024 Proprietary and Confidential All Rights Reserved.目录3定位：灵巧手定义及生命周期发展定位发展：市场规模及发展趋势洞察：竞争格局及企业竞争力模型深度：灵巧手技术与产业发展分析总结与展望M2 2024 Proprietary and