SIASUN(SZ:300024) Sou Hu Cai Jing·2026-01-16 18:18Core Insights - The humanoid robot market is currently dominated by two companies, ZhiYuan Robotics and UTree Robotics, which together hold 56.8% of the market share as of 2025 [1][8]. Company Summaries - ZhiYuan Robotics ranks first with a market share of 30.4%. Founded in February 2023 by former Huawei talent Peng Zhihui, the company has rapidly expanded its product line and achieved commercial deployment in sectors such as hospitality, entertainment, and logistics through high-quality operational data and a unique open-source strategy [3]. - UTree Robotics holds the second position with a market share of 26.4%. The company leverages self-developed drive motors, LiDAR, and customized microcontrollers to produce high-performance humanoid robots at relatively low costs [5]. - Following these leaders, UBTECH ranks third with a market share of 5.2%, while Leju Robotics and Tesla's Optimus hold 4.9% and 4.7% market shares, respectively [5]. Market Overview - According to Counterpoint's research, the humanoid robot market is still in its infancy, with a total market size that is not yet substantial. Even by 2027, the cumulative installation of humanoid robots is expected to exceed only 100,000 units, primarily in logistics, manufacturing, and automotive sectors, with consumer applications remaining limited [8].