智通财经网·2025-10-20 02:43Core Insights - The domestic humanoid robot industry is rapidly commercializing, with leading companies launching new products and securing significant orders [1] - Short-term focus should be on event-driven industry fluctuations, while long-term attention should be on high-quality companies with certainty in the supply chain [1] Group 1: Product Launches and Deliveries - Zhiyuan Robotics and Junpu Intelligent launched the Zhiyuan Spirit G2, marking the first public appearance of this industrial-grade interactive robot [1] - The initial delivery of the Spirit G2 will be utilized in the automotive parts production line of Junsheng Electronics, enhancing production efficiency and reducing operational errors [2] - Junpu Intelligent announced plans to establish a production line with an annual capacity of over 3,000 units of interactive robots, preparing for broader industrial applications [2] Group 2: Major Orders and Market Position - UBTECH secured a significant order worth 126 million yuan for the procurement and installation of equipment for a data collection and testing center in Guangxi [3] - The order includes the latest autonomous humanoid robot, Walker S2, with delivery planned within 2025 [3] - UBTECH's Walker series has achieved over 630 million yuan in orders for the year, leading the global commercialization of humanoid robots [3]