精选理由
Unitree把R1拉到3万以下，供应链老大们都被卷到转型了。看看供应商怎么应对这家价格屠夫。
Unitree R1人形机器人售价降至3万元以下，摩根士丹利将2026年出货预测上调至5万台。谐波减速器供应商Leaderdrive与双环传动开始进入对方业务领域。Zhaowei正在建设灵巧手工厂。价格战迫使传统谐波减速器企业走出舒适区，向电机、关节模组等领域多元化发展。
原文 · pandaily
Unitree Price War Forces Harmonic Drive Suppliers Out of Comfort Zone: Robot Cost Squeeze Reshapes Supply Chain as Leaderdrive and Competitors Diversify
Unitree R1 humanoid drops below 30K yuan, Morgan Stanley raises 2026 forecast to 50K units, as Leaderdrive and Shuanghuan Drivetrain cross into each other turfs and Zhaowei builds dexterous hand plant.