2025深蓝智库｜松延动力： “小孩哥”的千台订单

Core Insights - The company, Songyan Power, has rapidly gained attention in the humanoid robot industry, achieving over 2000 orders for its N2 robot within a short period, primarily due to its participation in a marathon event [1][4][5] - The CEO, Jiang Zheyuan, emphasizes the need for commercialization and scalability in the humanoid robot sector, highlighting that the industry faces common challenges in achieving widespread application [6][7][8] Company Overview - Songyan Power was founded in September 2023 by Jiang Zheyuan and partners, who initially invested 1 million yuan to enter the humanoid robot market [2][3] - The company’s first humanoid robot, N1, was developed in just 43 days, showcasing the team's efficiency and technical capabilities [3][11] - The N2 robot, launched in March 2025, is noted for its advanced running capabilities and has been well-received in competitions, contributing to a surge in orders [4][10] Market Performance - Following the successful performance of its robots in a marathon, Songyan Power announced that the total orders for the N2 robot exceeded 2000, with all orders having paid deposits [4][5] - The company is recognized as one of the few humanoid robot enterprises to surpass 1000 units in sales, alongside Yushutech [5] Industry Challenges - The humanoid robot industry is still in the early stages of commercialization, with significant challenges in achieving large-scale production and application [6][7] - Jiang Zheyuan points out that the lack of diverse and extensive datasets is a major barrier to the widespread adoption of humanoid robots [7][14] Future Outlook - The company plans to focus on data collection and the development of commercially viable products that can generate positive cash flow [12][14] - Songyan Power is also considering the launch of consumer-grade products and has already developed a full-sized humanoid robot that has yet to be released [12][13] - The company aims to expand its global presence and has received interest from overseas distributors [8][12]