SIASUN(SZ:300024) Huan Qiu Shi Bao·2025-08-07 22:57Core Insights - The 2025 World Robot Conference held in Beijing showcased over 200 domestic and international robot companies, marking a significant moment for the humanoid robot industry in China [1] - The year 2023 is identified as the "year of humanoid robots," with both China and the US at the starting line of development, but China is positioned in the world's top tier for humanoid robots [2][3] - The humanoid robot industry is expected to evolve rapidly in China due to a more welcoming market for new technologies compared to the US, where there are concerns about privacy [3] Industry Comparison - The US has a long-standing advantage in traditional robotics, while China is catching up quickly in humanoid robotics, leveraging its manufacturing capabilities and supply chain [2][5] - Japan's early contributions to humanoid robotics laid the groundwork for current advancements, but its industry has become less prominent in recent years [3] Technological Developments - Tesla's humanoid robot "Optimus" is set to begin mass production, with a target of 1 million units annually within five years, showcasing the integration of AI and robotics [4][5] - Major US AI companies are currently focused on developing artificial general intelligence (AGI), which may provide a window of opportunity for Chinese companies to advance their humanoid robot applications [6][7] Future Outlook - The humanoid robot industry is expected to be modular, allowing consumers to customize robots according to their needs, similar to how smartphones are sold today [8] - It is projected that humanoid robots will take at least 20 years to become commonplace in households, indicating a long-term growth trajectory for the industry [8]