人形机器人入厂经济账曝光？智元合伙人姚卯青：成本优化后服役两年可打平人力

Core Insights - The lifecycle of humanoid robots is designed around a three-year metric, with the potential for cost parity with human labor after scaling production [1][8] - The company has become one of the leading humanoid robot manufacturers in China, recently announcing significant orders for its new industrial-grade interactive robot, ZhiYuan Spirit G2 [1][6] - The company aims for overseas revenue to account for over 30% of total income by next year, driven by higher labor costs and automation demand in developed markets [1][8] Product Development - The ZhiYuan Spirit G2 was launched as the latest iteration, showing significant improvements in hardware performance, control precision, and interactive intelligence compared to its predecessor, G1 [3][4] - The G2 robot features enhanced flexibility and efficiency, allowing it to perform tasks that previously required multiple robots with just one [3][4] - The G2 is a wheeled humanoid robot, chosen for its advantages in stable environments, while bipedal robots are reserved for more complex terrains [4][5] Commercialization Progress - The company has secured several multi-million yuan orders, including a framework order from Longqi Technology and a contract with Junsheng Electronics for automotive parts manufacturing [6][7] - The humanoid robot industry is entering a commercial phase, with multiple companies, including ZhiYuan, receiving substantial orders [6] - The company has seen a significant increase in delivery volume, achieving thousands of units delivered from January to September this year [6][7] Economic Viability - The cost of human labor in a factory setting can reach approximately 300,000 yuan over two years for a worker on a two-shift schedule, making the economic case for robots compelling [8][9] - The company anticipates that with optimized production costs, deploying a robot to replace multiple human workers will become economically viable [8][9] - The company is actively pursuing global expansion strategies, including establishing a distribution network and local partnerships for design and production [9]