国泰海通:核心性能持续迭代升级 重点关注宇树机器人产业链或生态链投资机会
智通财经网·2025-10-23 13:07

Core Insights - The report from Guotai Junan indicates that Yushu Technology is expected to leverage capital markets to strengthen its leading position in the humanoid robot industry [1][3] - The recent launch of the H2 humanoid robot showcases significant upgrades in performance and design, enhancing its market competitiveness [2][3] Company Developments - Yushu Technology released the H2 humanoid robot, which stands 180 cm tall and weighs 70 kg, demonstrating advanced capabilities in both flexibility and stability [2][3] - The H2 robot features a humanoid design with a bionic face, 31 joints, and improved motion capabilities, allowing it to perform complex movements such as ballet and martial arts [3][4] Technological Advancements - The company has developed proprietary AI algorithms and hardware design capabilities, with over 200 patent applications and more than 180 granted patents [3][4] - The H2 robot's control algorithms utilize NVIDIA GPU acceleration for enhanced learning and performance in dynamic movements [4] Market Position and Growth Potential - Yushu Technology is positioned as a leader in the quadruped and humanoid robot sectors, with a projected global market share of 32.4% in 2024 [4] - The company plans to submit its IPO application in Q4 2025, which is expected to further support its growth and market presence [4]