人形机器人与具身智能标准体系（2026版）

..风险提示 4 5 5 7 5 5 6 6 6 7 7 7 7 8 8 8 8 9 9 9 9 9 9 图28：机械设备行业涨跌幅指数排名（%2026.2.1-2026.3.3） .《人形机器人与具身智能标准体系（2026版）》正式发布。.工信部等六部门联合印发《关于促进光伏组件综合利用的指导意见》。.2026年1月升降工作平台出租率指数为587点，环比下降6.7%。环比出租率指数大多数处于下降状态，仅40m以上机型有所上涨，环比涨幅为1.501.000.500.00-0.50-1.00-1.50CPI:当月同比CPI:环比1.501.000.500.00-0.50-1.00-1.50CPI:当月同比CPI:环比1.000.500.00-0.50-1.00-1.50-2.00-2.50-3.00-3.50-4.00PPI:当月同比PPI:环比51.0050.5050.0049.5049.0048.5048.0054.0053.0052.0051.0050.0049.0048.0054.0053.0052.0051.0050.0049.0048.0047.0046.0045.0044.00制造业PMI:生产制造业PMI:新订单 制造业PMI:原材料库存制造业PMI:从业人员制造业PMI:供应商配送时间54.0052.0050.0048.0046.0044.0042.0040.00制造业PMI:大型企业制造业PMI:中型企业制造业PMI:小型企业7,000.006,000.005,000.004,000.003,000.002,000.007,000.006,000.005,000.004,000.003,000.002,000.001,000.0010.008.006.004.002.000.0010.008.006.004.002.000.00-2.00-4.000.00进出口总值(美元计价):当月值进出口总值(美元计价):当月同比10.00 10.00 35,000.0030,000.0025,000.0020,000.0015,000.000.0010,000.005,000.000.00销量:液压挖掘机:主要企业:总计:当月值销量:液压挖掘机:主要企业:总计:当月同比60.0050.0040.0030.0020.0010.000.002,500.002,000.001,500.001,000.00500.000.00销量:汽车起重机:当月值销量:汽车起重机:当月同比50.0040.0030.0020.0010.000.00-10.00-20.00-30.00450.00400.00350.00300.00250.00200.00150.00100.0050.00 0.00销量:履带起重机:当月值销量:履带起重机:当月同比80.0070.0060.0050.0040.0030.0020.0010.000.00-10.00-20.003,500.003,000.002,500.002,000.001,500.001,000.00500.000.00销量:随车起重机:当月值销量:随车起重机:当月同比50.0040.0030.0020.0010.000.00-10.00-20.00-30.0016,000.0060.0050.0040.0030.0020.0010.000.00-10.0014,000.0016,000.0060.0050.0040.0030.0020.0010.000.00-10.0014,000.0012,000.0010,000.00 8,000.00 6,000.00 4,000.00 2,000.000.00销量:装载机:当月值销量:装载机:当月同比0.00180,000.000.00160,000.00140,000.00120,000.00100,000.00 80,000.00 60,000.00 40,000.00 20,000.0060.0050.0040.0030.0020.0010.000.00-10.00-20.00销量:叉车:合计:当月值销量:叉车:合计:当月同比60.0050.0040.0030.0020.0010.000.00开工小时数:60.0050.0040.0030.0020.0010.000.00开工小时数:小松挖掘机:日本:当月值开工小时数:小松挖掘机:日本:当月同比15.0010.005.000.00-5.00-10.0090.0080.0070.0060.0050.0040.0030.0020.0010.000.008.006.004.002.000.00-2.00-4.00-6.00-8.00开工小时数:小松挖掘机:欧洲:当月值开工小时数:小松挖掘机:欧洲:当月同比10.008.006.004.002.0010.008.006.004.002.000.00-2.00-4.00-6.00-8.00220.00210.00200.00190.00180.00170.00160.0012.0010.008.006.0012.0010.008.006.004.002.000.00-2.00-4.00-6.00-8.0080.0070.0060.0050.0040.0030.0020.0010.000.00开工小时数:小松挖掘机:北美:当月值开工小时数开工小时数:小松挖掘机:北美:当月值开工小时数:小松挖掘机:北美:当月同比开工小时数:小松挖掘机:印度尼西亚:当月同比14.0012.0010.008.00 6.004.00 2.000.00-2.00-4.000.00-2.00-4.00-6.00-8.00-10.00-12.00-14.00-16.00-18.00-20.00工业机器人方面，2025年我国工业机器人累计产量约77.31万台，同比增长40.0035.0030.0025.0020.0015.0010.005.000.00-5.00-10.0040.0035.0030.0025.0020.0015.0010.005.000.00-5.00-10.00-15.00工业机器人:产量:累计值工业机器人:产量:累计同比固定资产投资方面，2025年全年我国制造业固定资产投资完成额累计同比增长12.0010.008.006.004.002.000.002024-022024-022024-032024-042024-052024-062024-072024-082024-092024-102024-112024-122025-012025-022025-032025-042025-052025-062025-072025-082025-092025-102025-112025-122024-022024-032024-042024-052024-062024-072024-082024-092024-102024-112024-2024-022024-032024-042024-052024-062024-072024-082024-092024-102024-112024-122025-012025-022025-032025-042025-052025-062025-072025-082025-092025-102025-112025-1230.0025.0020.0015.0010.00 5.000.0020.0015.0010.005.000.00-5.002024-022024-032024-042024-052024-062024-072024-082024-092024-102024-112024-122025-012025-022025-032025-042025-052025-062025-072025-082025-092025-102025-112025-12100,000,000.00 90,000,000.00 80,000,000.00 70,000,000.00 100,000,000.00 90,000,000.00 80,000,000.00 70,000,000.00 60,000,000.00 50,000,000.00 40,000,000.00 30,000,000.00 20,000,000.00 10,000,000.000.0012.0010.008.006.004.002.000.00固定资产投资:全国铁路:累计值固定资产投资:全国铁路:累计同比2,500.002,000.001,500.001,000.00500.000.00动车组:产量:累计值——动车组:产量:累计同比250.00200.00150.00100.0050.000.00