Hua Er Jie Jian Wen·2025-07-14 10:15Core Viewpoint - The humanoid robot industry in China is accelerating commercialization, marked by significant procurement projects from major players like China Mobile, indicating a pivotal moment in the industry's development [2][3][4]. Group 1: Industry Developments - China Mobile has awarded a humanoid biped robot manufacturing service procurement project, marking a major milestone in the commercialization of the humanoid robot industry [2][3]. - The total budget for the procurement project is 124.05 million yuan (approximately 17.5 million USD), making it the largest humanoid robot order in China to date [3]. - The project consists of two procurement packages: Package 1 for full-size humanoid biped robots with a budget of 78 million yuan (approximately 11 million USD) and Package 2 for smaller humanoid robots and related components with a budget of 46.05 million yuan (approximately 6.5 million USD) [3]. Group 2: Company Insights - Zhiyuan Robotics and Yushu Technology are the two companies that won the bids, with Zhiyuan Robotics being awarded the full-size humanoid robot package and Yushu Technology winning the smaller robot package [3][5]. - Both companies are currently in the early stages of commercialization despite being leading players in the domestic humanoid robot market [6]. - Zhiyuan Robotics has achieved large-scale production and commercialization of humanoid robots, with its products sold globally, while Yushu Technology recently launched its first humanoid robot product, H1 [6][7]. Group 3: Future Outlook - Analysts suggest that China Mobile's involvement in the humanoid robot industry could position it as a leading player in the future, as it actively engages in both capital markets and application scenarios [4]. - The concept of "silicon-based life" proposed by China Mobile's chairman indicates a vision for integrating humanoid robots into various societal roles, potentially leading to a new demographic and talent dividend [4]. - The initial commercial applications of humanoid robots are primarily in performance and data collection, with further exploration of diverse application scenarios expected as the technology matures [7].