SIASUN(SZ:300024) Zheng Quan Ri Bao·2025-09-02 16:41Core Insights - The humanoid robot industry is experiencing significant breakthroughs in commercialization, with multiple companies securing large orders, including a recent collaboration between Xingchen Intelligent and Xiangong Intelligent for a thousand-unit order of AI robots [1][2]. Group 1: Industry Developments - The humanoid robot market is projected to reach a scale of $5 billion in China by 2030, positioning humanoid robots as a core component of Industry 4.0 [3]. - Several leading companies are locking in substantial orders, such as UBTECH's recent $10 million project with Miyi (Shanghai) Automotive Technology and a strategic partnership with Infini Capital for a $1 billion joint venture [4]. - TianTai Robotics has signed a record-breaking order for 10,000 humanoid robots, marking the largest single order in the field's history [4]. Group 2: Technological Advancements - The collaboration between Xingchen Intelligent and Xiangong Intelligent will utilize a "core components + complete machine application" model to build an AI robot platform, enhancing reliability and cost-effectiveness through advanced controller technology [2]. - Xingchen Intelligent claims to be the first company to achieve mass production of rope-driven AI robots, which can perform complex tasks in industrial settings that traditional rigid robots cannot [2]. Group 3: Delivery and Production Capacity - Companies are racing to enhance their production capacity and delivery capabilities, with Songyan Power achieving a record delivery of 105 humanoid robots in July, marking a 176% increase month-over-month [4]. - UBTECH's founder anticipates that the company will deliver over 500 industrial humanoid robots by 2025, expanding its product applications beyond automotive to sectors like 3C manufacturing and aerospace [5]. - Despite securing orders, the industry faces challenges in transitioning from product development to engineering validation and commercial deployment, highlighting the need for companies to understand their capabilities and strategic positioning [5].