Zhong Guo Zheng Quan Bao·2025-11-12 21:57Group 1 - Xpeng Motors has launched a new generation humanoid robot called IRON, set to enter mass production by the end of 2026, prioritizing commercial applications [1] - Tesla has begun trial production of its humanoid robot, with a larger production line for its third-generation humanoid robot expected to be operational by 2026 [1] - Guojin Securities predicts that 2026 will mark a significant moment for the global humanoid robot industry, akin to the "iPhone" moment, driving further development in related fields [1] Group 2 - Several companies, including Changan Automobile, Midea Group, and Zoomlion, have disclosed advancements in their humanoid robot businesses [2] - Zoomlion plans to develop embodied intelligent humanoid robots starting in 2024, with several self-developed prototypes already in operation [2] - Changan Automobile is collaborating with leading partners to overcome core technologies in humanoid robots, while Midea's industrial humanoid robot "Melo" has begun operations in its washing machine factory [2] Group 3 - Huajin Securities reports that the development of dexterous hands for humanoid robots is transitioning from research institutions to industry, with companies like Tesla and Ubtech engaging in self-research [3] - Weichuang Electric has launched several core component products for humanoid and collaborative robots, including dexterous hands and joint modules [3] - Zhenyu Technology plans to expand its product capacity and invest in precision component manufacturing for humanoid robots, with a total investment of 2.11 billion yuan expected between 2025 and 2030 [3] Group 4 - The humanoid robot industry is expected to enter a large-scale production phase, benefiting both complete machine and component manufacturers [4] - Companies like Ubtech and Yujian are securing humanoid robot orders, indicating a shift from research to industrial applications [4] - Aobi Zhongguang is providing various 3D vision sensors for humanoid robots, collaborating with Microsoft on advanced camera technologies [4] Group 5 - Boke Co. is actively expanding its domestic and international customer base, expecting to enter large-scale production by 2026 [5] - The company reported a significant increase in the shipment of frameless torque motors, with approximately 43,000 units shipped in the first three quarters of 2025, a year-on-year increase of about 189% [5] - The humanoid robot market in China is at a critical stage of industrialization, with predictions that the global market for embodied intelligent humanoid robots could exceed 200 billion yuan by 2030 [5]