SIASUN(SZ:300024) Zheng Quan Ri Bao·2025-07-13 15:51Core Insights - The procurement of humanoid bipedal robots by China Mobile marks a significant milestone in the commercialization of the domestic humanoid robot industry, which is currently in a critical "from 0 to 1" stage [1][3] - The humanoid robot market in China is projected to reach nearly 38 billion yuan by 2030, with sales expected to grow from approximately 4,000 units in 2024 to 271,000 units by 2030 [2] Company Highlights - Zhiyuan Robotics and Yushu Technology are leading players in the domestic humanoid robot sector, with distinct product matrices and industry-leading shipment volumes [3] - Zhiyuan Robotics has three major robot families covering various commercial scenarios, with expected shipments reaching thousands of units by 2025 [3] - Yushu Technology, which started with quadrupedal robots, launched its first humanoid robot product H1 in 2023, followed by the G1 model, which gained popularity through performances [3] Industry Trends - The humanoid robot industry is experiencing a diverse range of applications, with companies actively pushing new product development to accelerate commercialization [5] - Yushu Technology's humanoid robots have shown potential in commercial applications, including performance and entertainment, indicating a growing industrial value [5] - The integration of AI technology with humanoid robots is expected to create new social division systems, as proposed by China Mobile's chairman [3][4]