SIASUN(SZ:300024) 3 6 Ke·2025-05-26 23:48Core Insights - The humanoid robot and embodied AI industry is transitioning from laboratory experiments to large-scale applications, becoming a focal point for global technology and capital competition [1][2] - The humanoid robot market is currently valued at $3.28 billion globally, with projections indicating that the domestic market will exceed 20 billion yuan within three years [2] - Humanoid robots are recognized as a revolutionary product, akin to computers, smartphones, and electric vehicles, and are increasingly integrated with advanced technologies such as AI, high-end manufacturing, and new materials [1][2] Policy Landscape - Various policies have been established across provinces in China to support the development of humanoid robots, including the "14th Five-Year Plan for Robot Industry Development" and the "Guidance on the Innovation and Development of Humanoid Robots" [3] - The policy framework aims to foster innovation and collaboration in the humanoid robot sector, facilitating the establishment of innovation centers and strategic industry clusters [3] Development History - The evolution of humanoid robots can be categorized into several phases: early exploration (1969-2000), integrated development (2000-2015), dynamic and intelligent progress (2015-2022), and the current explosive growth phase (2022-present) [4][5][6][7] - Recent advancements in large-scale AI models and high-performance computing have significantly enhanced the capabilities of humanoid robots, enabling them to perform complex tasks and interact with their environment [7][8] Industry Chain Structure - The humanoid robot industry chain is structured into three levels: upstream core technologies, midstream manufacturing, and downstream application scenarios [12] - The core technologies include the "brain" (embodied intelligence), "cerebellum" (motion coordination), and "body" (biomimetic systems), which collectively enable humanoid robots to perceive, decide, and act [11][13][19] Current Market Trends - The market for humanoid robots is expanding from industrial applications to household services, with robots increasingly capable of performing complex tasks in domestic environments [23] - The rental market for humanoid robots is gaining traction, allowing companies to validate market demand and reduce user entry barriers by offering flexible usage options [23][24] Future Business Models - The future of humanoid robots is expected to evolve from pure hardware sales to a hybrid model combining hardware and services, including subscription-based services for businesses and consumers [24] - The competition in the humanoid robot industry is anticipated to shift towards an "ecosystem war," with companies like Tesla and NVIDIA developing comprehensive solutions that integrate hardware, AI, and manufacturing capabilities [24] Educational Applications - Humanoid robots are poised to play a significant role in education, particularly in specialized fields, with potential applications in rehabilitation and training [25][26] - The integration of humanoid robots in educational settings is currently in the validation stage, with a gradual transition towards deeper integration as technology matures and costs decrease [26][27] Future Trends - The deep integration of embodied intelligence with multimodal large models is expected to enhance the personalization and generalization of educational applications [34] - The development of simulation training platforms will accelerate the intelligent iteration of educational scenarios, allowing for low-cost testing and rapid deployment of humanoid robots in classrooms [35] - The emergence of new roles and industry reshuffling will create opportunities for algorithm developers focused on educational applications of humanoid robots [39][40]