SIASUN(SZ:300024) Xin Hua She·2025-12-29 05:21Core Insights - The humanoid robot industry in China is expected to transition from technology validation to large-scale commercialization by 2025, driven by systematic policies that encourage and regulate the sector, leading to key breakthroughs in self-research algorithms and hardware [1] - The industry is supported by a multi-dimensional policy framework that includes national strategies and local government measures, creating a solid foundation for development [2] Policy Framework - In 2025, the national strategy will focus on establishing entry and exit mechanisms for the embodied intelligence industry to prevent market saturation and ensure fair competition [2] - Local governments are implementing targeted policies to address industry pain points, such as financial incentives for data collection and support for community development [2][3] Technological Advancements - The focus of humanoid robot technology has shifted from showcasing capabilities to scalable applications, with cost and reliability being the top priorities for enterprises [4] - The Beijing Humanoid Robot Innovation Center has developed a comprehensive intelligent platform that integrates perception, decision-making, and execution, facilitating multi-robot collaboration [4] Capital Investment - Significant capital investment is flowing into the humanoid robot sector, with companies like Xingdong Jiyuan and Leju Robotics securing substantial funding, indicating strong market confidence [5][6] - The recognition from local state-owned assets, industrial capital, and financial institutions highlights the solid groundwork laid by these companies in technology and market application [6] Market Trends and Future Outlook - By 2026, the humanoid robot industry is anticipated to experience a wave of large-scale deliveries, particularly in industrial, logistics, and commercial service sectors [7] - The industry is moving towards replicable and scalable applications, with humanoid robots set to replace humans in repetitive tasks, enhancing efficiency and safety [7] - Companies are also looking to expand into emerging markets, adapting products to meet local needs and participating in international standard-setting to enhance their global presence [8]