SIASUN(SZ:300024) Hua Xia Shi Bao·2025-07-31 14:22Core Insights - The humanoid robot market is experiencing significant price reductions, with full-size models now available for as low as 158,000 yuan, compared to several million yuan just a few years ago [1][2][5] - The acceleration of domestic production and competition among companies are key factors driving down prices [5][6][7] Price Trends - Full-size humanoid robots have seen dramatic price drops this year, with notable examples including the Unitree H1 at 650,000 yuan in February, and the recent LimX Oli at 158,000 yuan [2][4] - Non-full-size humanoid robots are also seeing price reductions, with models like the Unitree R1 priced at 39,900 yuan [3][4] Market Dynamics - The competition in the humanoid robot market is intensifying, with multiple companies announcing production plans and targets for future deliveries [7][8] - Companies are focusing on design and self-developed technologies to control costs rather than relying solely on scale [8] Domestic Production and Supply Chain - The domestic humanoid robot industry is benefiting from a high level of localization in key components, which is helping to reduce manufacturing costs [5][6] - Companies like Zhijidongli claim to have achieved 100% localization in their production processes [6] Future Outlook - Experts predict that if the current trend continues, humanoid robot prices could drop to levels comparable to smartphones within a few years [4][5] - The industry is expected to see further advancements in technology and cost reductions as production scales up and supply chains improve [5][8]