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藏在华强北深处的“奢侈品帝国”_我的网站
一 | 在深圳华强北，这个以电子数码产品闻名的商圈深处，还隐藏着另一条产业链——高仿奢侈品。
Editor's Note:
The outline of the 15th Five-Year Plan called for building a modern industrial system, consolidating the foundation of the real economy, and accelerating high-level technological self-reliance and self-strength to lead the development of new quality productive forces. These goals have provided clear direction for industrial transformation and upgrading across various sectors, while injecting strong momentum into high-quality development.
The Global Times has launched a new column titled "China Industry Close-up." Focusing on the creation of a new development pattern, the column will delve deeply into vivid examples of industrial transformation and upgrading across various sectors, aiming to showcase China's innovation-driven and high-quality development. This is the first half of the second installment of the series
Cao Jing, a truck driver based in Shenzhen, South China's Guangdong Province, carefully secured a humanoid robot at the research and development center of a local robotics company on Friday. With steady hands, he and other technical staff first folded the robot and placed it into a black box filled with cushioning pads, then moved the box into the back of his 4.2-meter-long truck, adjusting the straps and padding to keep it steady for the journey. Once everything was firmly in place, he climbed into the cab and set off along the Liuxian Road in Shenzhen's Nanshan district.
Half an hour later, he arrived at the Shenzhen Nursing Home, where the robot would soon begin its new role -serving as a cheerful companion for the elderly while continuously improving itself through daily real-scenario applications.
Cao, a driver for freight company Huolala's enterprise service, told the Global Times that since March and April, he can get four or five such delivery orders a day during peak times, mostly around Liuxian Road, a sharp increase from last year. "The robots I transport have also become much more diverse — from company R&D prototypes and household robots being delivered to customers' homes for testing, to robots designed for all kinds of competition, and even those fighting robots that compete in the octagon," Cao said as he waited at a traffic light on Liuxian Road.
The Liuxian Road is located within the 30-minute supporting circle in Shenzhen's "Robot Valley," an idea that Chinese official highlighted at the 2026 Summer Davos in June.
Just a decade ago, some of this area was little more than old industrial zones, construction sites and urban villages. Today, the Robot Valley — stretching about 10 kilometers along Liuxian Road and covering an area of approximately 28 square kilometers — has transformed into a thriving hub. The corridor is lined on both sides with robot makers, component suppliers, software algorithm firms, as well as universities and research institutions.
The area is now home to over 200 companies across the robotics industrial chain, including more than 25 humanoid robot complete-machine manufacturers, 32 specialized and sophisticated "little giant" enterprises, and 15 listed companies, according to local authorities.
Walking through parts of the valley now feels like stepping into a sci-fi film, where it is common to encounter a "blinking" humanoid robot waving hands around the corner, watch a lively parade of dancing robot dogs and sip a coffee made by humanoid robot, or enjoy a dish prepared by robotic arms.
The rise of this high-tech futuristic valley offers a glimpse into the prowess of China's embodied artificial intelligence (AI) industry, one of the industries of the future identified in China's 15th Five-Year Plan (2026-30) that has drawn intensive global limelight. The valley also epitomizes China's homegrown innovation capabilities, where milestone technological breakthroughs, coupled with rapid iteration, complete industrial chains, and real-world application scenarios converge to turn cutting-edge research into tangible products at remarkable "Chinese speed."
'Half-hour circle'
When Global Times reporters visited Shenzhen robotic firm EngineAI's intelligent manufacturing base in the Robot Valley, several humanoid robots were effortlessly demonstrating high-difficulty moves such as front flips. Some of the T800robots, just backed from the Ultimate Robot Knock-out Legend (URKL), or what organizers billed as the world's first free humanoid robot fighting competition in July, were "battered and bruised."
"In robot combat, we must always be prepared for high-intensity real-world testing," Li Hao, a motion control algorithm engineer at EngineAI, told the Global Times. "Real combat takes place in a continuous, highly uncertain environment full of interference. The real challenge is ensuring that humanoid robots can continuously maintain stability under complex conditions such as moving, turning, punching, absorbing force, and shifts in the center of gravity. In this context, the pace of research and development (R&D), testing, and adjustment is particularly fast — which is why the half-hour industrial circle matters so much to us."
Li gave a vivid example of how his daily routine fully leverages the valley's tight integration of R&D, testing, and manufacturing.
"In the morning, I finish modifying the algorithm at the R&D center. A 25-minute drive then takes me to the production line at the valley's Honghualing manufacturing base for real-machine testing. By the afternoon, I can rush back to the R&D center to upgrade and optimize the algorithm again," he explained.
Since March, Li has been taking Muay Thai lessons together with other core engineers. While he has grown into something of a "Muay Thai master," this proximity of the Robot Valley also allows him to "communicate with robots" every day, optimizing intelligent recognition algorithms and motion strategies based on their performance in real combat. "This is like teaching a baby, and we're training the robots to grow stronger while becoming smarter, day by day," he noted.
Throughout the robot manufacturing, another critical step — robot prototyping — further highlights the unique strength of China's robotics industry.
Pang Jianxin, vice president of UBTECH, a Hong Kong-listed humanoid robot company also headquartered at the Robot Valley, told the Global Times that the valley holds a clear advantage in rapid prototyping and fast product iteration — an edge that "leads the world."
"During prototyping, the volume for production is usually very small, and many companies are reluctant to take on such orders. However, in Shenzhen and the broader Pearl River Delta, there are a large number of supply chain enterprises that are willing to accompany start-ups on new tracks and new products. Based on the design, they can leverage their experience to select suitable materials or processes, quickly complete sample manufacturing, and then rapidly verify the results. This is crucial for hardware R&D, especially for innovative hardware and intelligent robots," Pang explained.
In overseas markets such as the US, the typical process from turning an idea into a physical product, to producing samples and entering the small-scale market, and finally reaching mass production and making debut, could take five-to-ten times longer than the Chinese counterparts, Liu Shaoshan, director of the Embodied AI at the Shenzhen Institute of Artificial Intelligence and Robotics for Society, told the Global Times. Liu has worked in the US for a bunch of years before returning to Shenzhen two years ago.
"Robotics is an industry where speed almost decides everything - as half of it is manufacturing, and the other half is about R&D," Liu told the Global Times.
According to Liu, in the US, it can take a week just for industrial chain communication to implement a hardware change or upgrade, and most of their suppliers are located outside the country, which further delays the process. By contrast, the complete supply chain of Shenzhen's Robot Valley enables highly efficient communication — "in some cases, suppliers can even arrive on site within half an hour."
The Global Times also noticed a telling scene during its week-long visit to Shenzhen's Robot Valley: the company visited on the first day turned out to be the exact supplier of the company visited on the second day, while the third-day institute was itself a key testing partner of the second-day company — further underscoring the tightly integrated industrial ecosystem that makes rapid iteration possible.
For embodied intelligence manufactures, the Robot Valley is home to a full range of upstream suppliers — from perception systems such as tactile sensors and LiDAR, to actuation systems including servo motors and joint modules, and core components like robotic arms and dexterous hands. Meanwhile, downstream, large-scale manufacturers in the auto, new energy and electronic industries stand ready to put these robots into broader real-world applications, industry insiders noted.
"Many of the embodied robotics companies in the valley are our customers. Some of them — such as UBTECH, X Square and PUDU — are within a 20-minute drive of our headquarters. It is not an exaggeration to say that if you want to build a robot in Shenzhen's Robot Valley, you can easily find the suppliers you need nearby," Zhao Qiyu, marketing director of publicly listed robotics and AI vision company Orbbec, told the Global Times.
Meanwhile, as China's robotics industry continues to expand, downstream customers are developing increasingly specialized and specific requirements, encouraging companies like Orbbec to launch new products that address these evolving needs, Zhao said.
She cited one of the company's newly launched products, EGO, a head-mounted data collection device designed to capture first-person perspectives and real-world task flows. By collecting multimodal data related to environmental semantics, spatial scale and long-horizon task chains, the device helps generate high-quality training data for downstream embodied AI model companies.
'DeepSeek' moment in robotics industry
Pang from UBTECH recalled firsthand how he has witnessed the drastic change in Shenzhen's Robot Valley and the broader picture of the Chinese robotic industry during the past 10 years.
"When we started the company a decade ago, what we saw from the window was just old industrial base, some construction sites and villages. We were like marching through a dark desert, where even the positions of the stars and the moon could not be seen clearly," Pang said.
He noted that at that time, the most well-known robotics companies on the international stage were the US-based Boston Dynamics, which wooed the world with its signature backflips and parkour moves, and Honda from Japan, whose humanoid robot ASIMO became a global icon. In the Chinese market, domestic companies specialized in humanoid robots "were extremely scarce."
However, a decade later, China's robotics industry has undergone what industry insiders described as "transformative changes," shifting from a follower to a frontrunner. The once "valley of entrepreneurship" has also transformed into a world-class "highland of innovation," Liu Zhufu, deputy general manager of Dobot Robotics, which was founded in 2015, told the Global Times.
Today, China has firmly established itself in the world's first tier of the robotics industry, with Chinese robotics companies having increasingly become a must-visit destination for foreign heads of state during their trips to China - as vividly exemplified by Slovak President Peter Pellegrini's tour of a robotics mall in Beijing's Yizhuang in July and President of Myanmar Min Aung Hlaing' visit to the Unitree Robotics in June.
According to data released by Beijing CCID Publishing & Media Co, China accounted for 84.7 percent of global humanoid robot shipments in 2025, meaning that for every 10 humanoid robots sold worldwide, more than 8 carried the "Made in China" label.
The institute Liu Shaoshan works for has also received a number of officials from Europe, including former UK Foreign Secretary Yvette Cooper, as well as corporate delegates from Europe, Japan and South Korea in recent months.
"Many foreign visitors, during their inspections in Shenzhen, would ask me similar questions — why have cutting-edge technologies such as AI and embodied intelligence developed particularly rapidly in China? What can they learn, and what role should their governments play in accelerating this development?"
The answers, according to Liu, lie not in a single technological breakthrough, but in a combination of long-term strategic planning, industrial cultivation, and ecosystem building. "It is precisely thanks to the forward-looking layout and top-level design that China has gradually formed a complete chain spanning basic research, core technology breakthroughs, and industrial applications, while gaining a first-mover advantage in the real-world deployment of robots," Liu stressed.
"China has been promoting the development of the humanoid robotics industry with unprecedented strategic resolve. And the inclusion of intelligent AI into the 15th Five-Year plan (2026-30) carries a lot of significance: it is not only a policy dividend but also offers long-term strategic guidance. It will guide more resources toward core technology breakthroughs and industrial ecosystem building, accelerating the process of humanoid robots moving from the laboratory to factories and into households," Pang said.
When it comes to the local practice echoing this top-level design, the authorities in Shenzhen's Nanshan District have so far opened a total of 68 public scenarios for robot applications, aiming to open up the full chain of "technology R&D - scenario verification - commercial promotion," the Global Times learned.
Encouraged by these developments, industry insiders in the Robot Valley are increasingly optimistic that a "DeepSeek moment" for China's homegrown robotics industry may arrive sooner rather than later.
This moment may not come in a single instant, but a process accumulated from countless "world's firsts" - fueled by continuous homegrown technological breakthroughs and the constant expansion of application scenarios across China.
"Maybe one day, robots will be able to produce robots right here in our manufacturing base—that could be a defining 'DeepSeek moment'," Yao Qiyuan, co-founder of EngineAI, told the Global Times.
。当消费者习惯在这里寻找手机配件和数码产品时，一些手持卡片的小贩穿梭在人群中，寻找他们的目标客户。
当我们走到华强北附近的街道，每走三五步就有小贩，手里拿着印有微缩图标的奢侈品卡片，凑过来说，“包包、手表看一下？”
只卖假货，一眼分辨谁是“卧底”
在人来人往的华强北街头，拿着印刷卡片的小贩混迹其中，卡片上印着的LV、Gucci等奢侈品包袋图案，与周围电子数码产品的广告形成鲜明反差。
当我们停下脚步时，小贩立刻表明前提“我只卖假货，要正品可没有。”
他再三强调，这样是为了规避可能产生的风险：是假货，不是真货。但他同时也说，“在赝品里，我们也是值得信赖的、有保障的，我们有店铺，有营业执照，跟着我走就行。”
向远离华强北的方向走几百米，我们看到了一个普通商业楼，一层为餐饮，再往上几层是平平无奇的办公楼。电梯停在7楼，出电梯右转就是一道紧闭的消防门，从楼道一直走到尾端，我们路过了几间工作室，陈列着服装，鲜少有人经过。
二 | 小贩神秘地说，Burberry、LV那些大牌，都是在这里染色的，“别以为正品有多高大上”，他说，“一会儿进去，能看到很多外国人，都来购买我们的东西，我们跟专柜是一样的。” 跟着小贩拐几个弯，我们走到一扇水磨玻璃门前，玻璃门已经过特殊处理，看不到里面，门上安装有电子锁，门内被厚重的黑色窗帘遮住，小贩呼喊着同事从内部给我们开了门。
三 | 走进店铺，迎面而来的是满墙的“奢侈品”，各种“大牌”包包和饰品在货架上摆放着，包括但不限于LV、Chanel等。如小贩所言，屋内确实有几个外国人，正围在茶桌处喝茶。六十余平米的屋子里，已经来了好几拨人参观，场景类似于电影里拍摄的地下钱庄。 我们问小贩，不怕被暗访的品牌方或执法者发现吗。小贩自信满满地回答道：“我们这行干久了，一眼就能分辨出谁是卧底。
四 | 真正来选品的顾客，只关注某几个品类，卧底的眼神都不一样，进来就到处扫视，看有多少品类，涉及多少量级。” “一分钱，一分货。”小贩再三强调这点，外面的货，不够好，里面小隔间才是“高货”。 在小隔间里，几位男士正在对比几款“名表”，通过听齿轮声音，判断表的复刻质量。我们提出，现在隔间里展示的表“不够好”。小贩立刻表示，还有好的，只是价格更贵。 以卡地亚蓝气球为例，4000元的高档赝品可以一比一复刻正品，包括表盘上罗马数字4被边框遮住一部分，用紫外线照射蓝气球呈现红光，也与正品一样。几百元的低档次赝品则达不到这个水准。 从“通货”到“高级复刻” 小贩将LV CARRYALL小号手袋高版本和低版本放在一起对比，让我们有更直观的感受。 就表面上看，两款包外观图案几乎一致，但上手对比后，品质差异立刻显现。
五 | 品质较差的那一款皮质偏硬，触感粗糙，油皮表层反光和成色都明显能看出来只是“通货”，价格为980元。
六 | 品质更好的那款单价为1800元，皮质纹理、颜色质感更佳，五金件有刻字，拉链顺滑，内部的品牌标识刺绣也更精细，还支持与正品一样的芯片扫描，可以通过手机自带的NFC或下载扫描软件，扫出“163号段的变码芯片”，与正品扫出来的变码机制、IC名称等均一致，做到了高度复刻。
七 | 正品LV CARRYALL小号手袋的官网价格为23000元，是高仿价格的十倍以上。 正在讲解时，小贩又叫来两名年轻店员配合一起给我们讲解，介绍价格等。谈到街上还有很多像他们这样拿着卡片介绍的人，小贩表示都是同事，而且在本地也不止这一家门店，各区还有很多店铺。
八 | 仿品的生存模式 从“奢侈品”店出来，我们来到了电子产品售卖的摊位，在问及苹果最新的手表、耳机时，商贩表示会在新品售卖后的一两周对标制作出来，价格在100元～200元左右。 在华强北，这种仿品的制作周期非常迅速，源于其在仿品的制作上拥有极强的仿造生产体系和敏捷的供应链，哪里有消费需求，供应链就会迅速响应。 通过拆解正品获取规格与工艺，从本地市场采购或回收核心部件，由珠三角工厂快速开模、生产外壳及通用零件，完成组装并推向全球市场。整个流程可在数周至数月内完成，远低于自主研发周期。
九 | iPhone17 上线后，我们走访华强北多个档口发现，截至目前，相关机型仍需要加价购买，iPhone 17与iPhone 17 Pro系列较官网价格高出400元～600元不等，iPhone 17 Pro Max则高出500元～1400元不等。 令人意外的是，“新机上市、旧款降价”的规律今年失效了。我们实探发现，iPhone 16 Pro/16 Pro Max价格依旧坚挺，256G版本仍维持在7600元～8700元区间，部分机型甚至小幅上调。 华强北多位商家告诉我们，旧款不降反升的原因在于“新机太火、全新旧款机型库存紧缺，大家都不急着降价”。
十 | 结语 从宽敞的大街望向华强北的商业大楼，外表的商业化遮挡了内部小而密的销售模式，更挡住了角落里依靠制作高仿奢侈品生存的小贩们。 从街头递出的卡片，到藏在黑色窗帘后的店铺；从980元的“通货”，到1800元能以假乱真的“高级复刻”，华强北用一套成熟的产业链，将奢侈品的“平替”生意做得风生水起。快速响应的供应链、分层定价的产品体系、覆盖国内外的销售网络，让这里成为高仿奢侈品流通的重要节点。 然而，无论仿品工艺如何精进，其侵犯知识产权的本质从未改变，而消费者看似“捡便宜”的背后，也暗藏着质量无保障、法律风险等隐患。随着全球对知识产权保护的力度不断加大，这样的生存模式终将面临更严峻的挑战，如何在追求商业利益与坚守法律底线之间找到平衡，不仅是华强北需要思考的问题，更是整个市场秩序规范过程中必须直面的课题。
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Published on:19:35:47