智通财经网·2025-09-24 11:50Core Insights - The report from Shanghai Securities highlights a surge in the humanoid robot industry, with significant participation from both domestic and international players, indicating a trend towards commercialization and mass production of humanoid robots [1] Industry Developments - Major companies such as Huawei, ByteDance, BYD, Xiaomi, and Ant Group are increasing their investments in embodied intelligence, while international firms like Tesla and Figure AI are accelerating their commercialization efforts [1] - The humanoid robot industry is entering a phase of diverse innovation, with a clear trend towards industrial applications, suggesting a high degree of certainty in future commercialization [1] Company Highlights - Tuosda: Recently launched its first wheeled humanoid robot "Xiao Tuo," which features a four-stewart wheel design and can perform complex tasks autonomously [1] - Zhiyuan Robotics: Successfully demonstrated the "Webster Flip," becoming the first humanoid robot to perform this complex gymnastic move, showcasing advanced motion control capabilities [2] - Moliang Technology: Completed a Pre-A round financing of tens of millions, aimed at expanding production lines and enhancing delivery capabilities across various sectors [3] - Figure: Secured over $1 billion in Series C funding, reaching a valuation of $39 billion, which will support the growth of its humanoid robots and AI platform [4] - Tesla: CEO Elon Musk's recent stock purchase and a new compensation plan linked to the delivery of 1 million humanoid robots is expected to catalyze production efforts [5] - Luxiao Technology: Announced a partnership with Kepler Robotics to develop AI-integrated home service robots, targeting sales of at least 1 million units in the next three years [6][7]