SIASUN(SZ:300024) Xuan Gu Bao·2025-07-13 23:30Group 1 - China Mobile's procurement project for humanoid biped robots has awarded contracts to Zhiyuan Robotics and Yushu Technology, marking a significant milestone in the commercialization of the humanoid robot industry in China [1] - The total budget for the procurement project is 124.05 million yuan (including tax), with Zhiyuan Robotics winning the bid for the full-size humanoid robot at 78 million yuan (including tax) and Yushu Technology winning the bid for the small-size humanoid robot and related components at 46.05 million yuan (including tax) [1] - Zhiyuan Robotics has secured 8 winning bids since December 2024, including a recent project in Zhuhai worth 12.7362 million yuan, while Yushu Technology has disclosed 168 winning bids, primarily in education and factory inspection sectors [1] Group 2 - Guotai Junan Securities emphasizes that the procurement tender's implementation is a crucial turning point for the humanoid robot industry, which is currently at a key inflection point from 0 to 1 [1] - The industry is expected to experience short-term fluctuations in prosperity driven by events, while long-term focus should be on identifying quality companies with certainty in the supply chain [1]