SIASUN(SZ:300024) Qian Zhan Wang·2025-11-12 08:36Core Viewpoint - Russia has launched its first domestically developed humanoid robot "Aidol," which integrates advanced technologies such as dialogue interaction, emotion recognition, and offline voice processing [1][3]. Group 1: Robot Development and Features - Aidol is developed by the Russian robotics company Idol, featuring a 48V battery that supports 6 hours of continuous operation and a movement speed of 6 km/h, capable of lifting 10 kg [3]. - Currently, 77% of Aidol's components are manufactured in Russia, with plans to increase this to 93% [3]. - The robot's face is equipped with 19 servomotors to simulate hundreds of micro-expressions, and its silicone skin can present different hardness levels of human facial features [1]. Group 2: Industry Challenges and Global Competition - The incident during the launch event, where Aidol fell, highlighted the technical challenges in humanoid robot development, raising questions about Russia's readiness for global competition in this field [3]. - The humanoid robot industry is characterized by high entry barriers, involving a complex integration of artificial intelligence, mechanical engineering, sensing technology, and materials science [5]. Group 3: China's Position in the Humanoid Robot Market - China has rapidly developed its humanoid robot industry, becoming a significant player in the global market, with 56 out of the top 100 humanoid robot companies worldwide based in China [5][12]. - The Chinese humanoid robot industry is projected to reach a market size of 300 to 1200 billion yuan by 2030, driven by advancements in technology and commercialization [14]. - China has established the most comprehensive and cost-effective humanoid robot supply chain globally, controlling key rare earth resources and enjoying over 30% cost advantages in manufacturing [6][12]. Group 4: Technological Advancements and Future Outlook - China has transitioned from a technology follower to a leader in humanoid robot technology patents, with 2903 patent publications in 2023, indicating a surge in innovation [12][14]. - The development of humanoid robots is expected to penetrate various sectors, including industrial and commercial services, eventually reaching households as AI technology matures [14].