SIASUN(SZ:300024) Nan Fang Du Shi Bao·2026-01-23 08:01Core Viewpoint - The competition among humanoid robot manufacturers regarding shipment volumes for 2025 has sparked significant industry debate, with conflicting reports from various market research firms [2][3]. Group 1: Company Performance - Yuzhu Technology announced that its actual shipment volume for humanoid robots in 2025 will exceed 5,500 units, with over 6,500 units produced, clarifying that these figures only account for pure humanoid robots [2]. - Omdia's report estimated Yuzhu Technology's shipment volume at 4,200 units for 2025, while another report by Counterpoint suggested a similar figure of approximately 4,224 units [2]. - IDC's analysis projected Yuzhu Technology's humanoid robot sales at around 4,700 units, indicating a competitive position in the market [3]. Group 2: Market Dynamics - The global humanoid robot market is expected to reach approximately 18,000 units in shipments and $440 million in sales by 2025, with Yuzhu Technology and Zhiyuan being key players [3]. - The highest application scenario for humanoid robots remains in entertainment performances, with Yuzhu Technology focusing on research and education as its second-largest application area [3]. - The reports highlight that Chinese humanoid robot manufacturers are advancing their commercialization efforts more rapidly than their international counterparts, who are still in pilot phases [4]. Group 3: Competitive Landscape - The Omdia report faced criticism for not including other manufacturers like Accelerated Evolution and Galaxy General, which also have notable shipment volumes [4]. - Accelerated Evolution reported a shipment of 1,034 humanoid robots for 2025, indicating a growing competitive landscape [4]. - Tesla's humanoid robot, Optimus, is still in internal testing, with plans for public sale by the end of 2027, showcasing the different stages of development among global competitors [4].