SIASUN(SZ:300024) Sou Hu Cai Jing·2025-05-16 00:47Group 1 - Huawei and UBTECH signed a comprehensive cooperation agreement to innovate in the fields of embodied intelligence and humanoid robots, focusing on product technology development, application scenarios, and industrial systems [2] - Huawei will leverage its Ascend, Kunpeng, Huawei Cloud, and large model technologies in conjunction with UBTECH's full-stack humanoid robot technology to enhance the efficiency and implementation of humanoid robots in industrial and household settings [2] - The partnership aims to address the traditional limitations of robots being "not intelligent enough," significantly improving commercial viability [2] Group 2 - The humanoid robot industry is transitioning from laboratory settings to factories and homes, becoming a new focal point in global technological competition [5] - Shenzhen has rapidly emerged as a "pioneer city" in the global humanoid robot industry due to its unique policy support, complete industrial chain advantages, and strong technological innovation capabilities [5] - Shenzhen has established a comprehensive industrial system covering upstream core components, midstream manufacturing, and downstream application scenarios [5][6] Group 3 - Shenzhen hosts over 1,600 actuator-related companies, more than 2,600 perception device manufacturers, over 1,500 control interaction device firms, and around 700 power system companies in the upstream core hardware sector [6] - The midstream manufacturing sector includes at least nine companies, such as UBTECH and others, covering various application scenarios like education, industry, and services [6] - The efficient and open combination of Shenzhen's industrial chain advantages fosters a virtuous cycle, allowing the humanoid robot industry to continuously improve and maintain a leading position globally [7] Group 4 - The demand for humanoid robots is expected to rise, with projections indicating that global shipments will reach 38,000 units by 2030 [9]