SIASUN(SZ:300024) Hua Xia Shi Bao·2025-04-03 14:13Core Viewpoint - The humanoid robot industry is transitioning from experimental phases to commercial applications, with companies like UBTECH accelerating their commercialization efforts and setting ambitious production targets for the coming years [1][2][4]. Group 1: Company Strategy and Production Plans - UBTECH has established a core strategy focusing on humanoid robots and artificial intelligence, aiming to commercialize these technologies across various applications [2]. - The company plans to achieve a production capacity of 1,000 humanoid robots by 2025, with optimistic projections of delivering several thousand units by 2026 and potentially reaching 10,000 units by 2027 [1][2]. - UBTECH has secured bulk orders, including a partnership with Dongfeng Liuzhou Automobile to deploy 20 humanoid robots in their manufacturing processes [2][4]. Group 2: Market Trends and Competitors - The humanoid robot market is expected to grow significantly, with Goldman Sachs predicting a market size of $38 billion by 2035 [1][5]. - Other companies, such as Zhiyuan and Magic Atom, are also entering the market with their own production plans, indicating a competitive landscape [5]. - The industry is experiencing a shift towards practical applications in sectors like industrial manufacturing, commercial services, and home assistance [6]. Group 3: Financial Performance and Revenue Growth - UBTECH reported approximately 35 million yuan in revenue from humanoid robots last year, although this is currently categorized under "other customized intelligent robots" [7]. - The company's total revenue for 2024 reached 1.31 billion yuan, marking a 23.7% year-on-year increase, with significant growth in various segments [8]. - Despite a net loss of 1.16 billion yuan, the company is focused on establishing its market position rather than immediate profitability [9].