SIASUN(SZ:300024) Hua Xia Shi Bao·2025-08-01 04:56Core Insights - The humanoid robot market is experiencing significant price reductions, with full-sized models now available for as low as 158,000 yuan, compared to several million yuan just a few years ago [1][2] - The acceleration of domestic production capabilities and competition among companies are key factors driving down prices [5][6] Price Trends - Full-sized 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] - The price of non-full-sized humanoid robots has also decreased, with models like the Unitree R1 starting at 39,900 yuan [3] Market Dynamics - The competition in the humanoid robot market is intensifying, with multiple companies announcing production plans and volume targets for the coming years [7][8] - Companies like Ubiquity and ZhiYuan Robotics are setting ambitious delivery goals, aiming for thousands of units by 2026 and 2027 [7][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 are increasingly relying on self-developed technologies to lower costs, with significant advancements in core components like servo motors and sensors [5][6] Future Outlook - Experts predict that the price of humanoid robots could continue to decline, potentially reaching levels comparable to consumer electronics within a few years [4][6] - The industry is expected to undergo further standardization, which will contribute to cost reductions and increased accessibility [6][8]