SIASUN(SZ:300024) Zhong Guo Xin Wen Wang·2026-01-09 05:45Group 1 - The core viewpoint of the report indicates that the global humanoid robot market is entering a rapid growth phase, with total shipments expected to reach 13,000 units in 2025 [2] - Chinese manufacturers are leading the global market, with Zhiyuan (AGIBOT) projected to have the highest shipment volume and market share, delivering 5,168 units, which accounts for 39% of the global market [2] - The integration of generative AI and robotics technology is driving the evolution of robots from executing preset tasks to possessing autonomous learning and environmental adaptability, termed "general embodied intelligence" [2] Group 2 - The report highlights that leading companies in the humanoid robot sector, such as Zhiyuan, Yushu, and Tesla, are actively promoting accelerated industry development [2] - Omdia forecasts that the humanoid robot market will experience exponential growth over the next decade, with global shipments expected to reach 2.6 million units by 2035 [2] - Zhiyuan Robotics, founded in 2023 and headquartered in Shanghai's Pudong Zhangjiang Science City, has rapidly increased the number of humanoid robots produced and sold to various countries and regions [2]