Duolun Technology(SH:603528) Guo Ji Jin Rong Bao·2025-09-16 11:11Core Insights - The strategic partnership between Duolun Technology and Zhongqing Robotics aims to procure at least 2,000 humanoid robots over the next three years, focusing on applications in traffic management and public service [1][2][5] - Duolun Technology has a strong foundation in traffic management and data accumulation, which will support the development and deployment of humanoid robots in real-world scenarios [2][6] - The humanoid robot market is projected to reach an annual revenue of $5 trillion by 2050, indicating significant growth potential in this sector [1] Company Overview - Duolun Technology, established in 1995, has evolved from a driving examination system provider to a comprehensive intelligent traffic management platform, serving over 400 cities in China [1] - Zhongqing Robotics, founded in 2023, focuses on the development of humanoid robots and has recently completed significant funding rounds totaling nearly 1 billion yuan [4][7] Partnership Details - The collaboration will leverage Duolun's extensive data resources and industry experience to enhance the capabilities of Zhongqing's humanoid robots, particularly in traffic and public service applications [5][7] - The first prototypes of the humanoid robots are expected to be developed by the end of 2025, with initial applications in vehicle management and public service [2][5] Market Potential - The smart transportation market in China is projected to reach 261 billion yuan in 2024, with a growth rate of 7.32%, and is expected to grow to 287 billion yuan in 2025 [7] - The partnership is anticipated to expand into various sectors, including retail and security, as the technology matures and production capabilities increase [6][7] Production Capacity - Zhongqing Robotics has the capacity to deliver 2,000 robots within 3-4 months and aims to enhance production efficiency to one robot per square meter per worker per day by the end of the year [8]