SIASUN(SZ:300024) Shen Zhen Shang Bao·2025-10-31 07:25Core Insights - Shenzhen's embodied intelligent robotics companies are securing significant orders, indicating a shift from demonstration applications to real industrial demand [1][4] - The recent surge in orders is seen as a signal that the humanoid robotics industry is entering a phase of industrial realization, moving from technological showcase to widespread tool adoption [1][4] Group 1: Recent Orders and Market Dynamics - On October 29, Yujian Robotics signed a procurement contract with Ruidefeng Precision Technology Co., Ltd., amounting to over 80.5 million yuan, including humanoid and collaborative robots [1] - In the past two months, companies like UBTECH and Zhihui Square have secured large orders, pushing embodied intelligence from concept validation to large-scale application [2] - UBTECH received two major orders in mid-October, totaling over 32 million yuan, and has achieved over 630 million yuan in orders for its Walker series robots this year [2] Group 2: Delivery Challenges and Industry Standards - The influx of high-value orders has created significant pressure on companies' delivery capabilities, with many still in the "engineer-driven" phase lacking standardized production processes [3] - Most companies are currently delivering between 100 to 2000 units, with Zhiyuan Robotics leading with over 2000 units produced by July, aiming for thousands more in the coming year [3] Group 3: Future Outlook - The current wave of orders reflects a concentrated release of demand for manufacturing intelligence upgrades and a reassessment of the humanoid robotics industry's delivery capabilities by the capital market [4][5] - Shenzhen is emerging as the primary hub for humanoid robot mass production and application in China, with 2025 anticipated to be a pivotal year for the industry's operational capabilities [4][5]