SIASUN(SZ:300024) Feng Huang Wang·2026-01-08 23:45Group 1 - The global humanoid robot shipment reached approximately 13,000 units last year, predominantly from Chinese manufacturers, significantly outpacing companies like Tesla and Figure AI from the US [1] - According to Omdia, the leading humanoid robot manufacturer, Zhiyuan Robotics, shipped an estimated 5,168 units last year, followed by Yushutech and UBTECH [1] - The humanoid robot market is still in its early competitive stage but is expected to experience explosive growth over the next few decades, with projections indicating a rise to 648 million units by 2050 [1] Group 2 - Chinese humanoid robots are priced significantly lower than their Western counterparts, with Yushutech's entry-level model priced at $6,000 and Zhiyuan's simplified version at approximately $14,000 [2] - Omdia forecasts that global humanoid robot shipments will grow to 2.6 million units by 2035, with applications expanding into industrial manufacturing, commercial services, and eventually household scenarios [2] - The integration of AI technology is enabling robots to perform complex tasks, which is driving their adoption across various sectors such as manufacturing, logistics, healthcare, and customer service [1]