节点：下游（终端消费/应用）位置：下游情绪：利好参考度：4/10
人形机器人向汽车主机厂领域加速渗透背景下，投资、入股逐渐成为产业交融的重要模式。12月1日上汽金融披露，2025年新增投资中AI、机器人、汽车可复用高端制造等新质生产力领域占比近七成，人形机器人布局涵盖本体、具身智能、触觉传感器等，正与上汽通用落地电芯上下料场景并拓展应用。
北汽、长安等主机厂亦通过投资入股布局。长安汽车设立注册资本4.5亿元的机器人公司，自身持股50%、子公司长安科技持股10%，定位战略承载体，以具身智能为牵引，打造标志性创新产品，实现汽车与机器人双向赋能推动产业...
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