SIASUN(SZ:300024) Chang Jiang Shang Bao·2025-07-13 23:07Core Insights - The largest humanoid robot order in China has been awarded, with a total budget of 124 million yuan, showcasing strong momentum in the development of intelligent terminal products and next-generation robotics [1][4]. Group 1: Industry Development - The humanoid robot sector is transitioning from "exhibits" to "products," entering an accelerated development phase due to policy support [4]. - The Ministry of Industry and Information Technology emphasizes the need to accelerate innovation in the AI industry, focusing on enhancing supply in key areas such as computing power, algorithms, and data [2][3]. Group 2: Specific Projects and Companies - The order includes two procurement packages: one for a full-size humanoid robot with a budget of 78 million yuan, awarded to Zhiyuan Robotics, and another for a small-size humanoid robot and related products with a budget of 46.05 million yuan, awarded to Yushu Technology [4]. - Zhiyuan Robotics focuses on humanoid robots for interactive services and industrial manufacturing, planning to deliver thousands of units by 2025 for commercial, governmental, and educational sectors [4]. - Yushu Technology, known for its high maturity in quadruped and humanoid robots, aims to expand into lightweight applications such as educational robots and stage performances [4]. Group 3: Future Applications - Humanoid robots are expected to be widely used in various scenarios, including shopping mall navigation, exhibition performances, educational assistance, and community services, becoming a significant vehicle for AI implementation [5].