SIASUN(SZ:300024) Qian Zhan Wang·2026-02-04 03:08Core Insights - Beijing Humanoid Robot Innovation Center has completed its first round of market financing exceeding 700 million RMB, with investments from notable institutions including Beijing AI Industry Investment Fund and Baidu [2][4] - The funds will be primarily allocated to the iteration and large-scale promotion of two core platform technologies: "TianGong" and "HuiSiKaiWu," aiming to advance humanoid robots towards "fully autonomous and more user-friendly" capabilities [2][4] Company Overview - Beijing Humanoid Robot Innovation Center is the first national-level innovation platform in China focusing on core technologies, product development, and industrial application of humanoid robots, established in 2023 by several industry players [2][4] - The center has launched multiple products, including TianGong Ultra, TianGong PRO, and TianGong LITE, with TianGong Ultra completing a half marathon in 2 hours, 40 minutes, and 42 seconds, showcasing its technical prowess [4] Industry Growth - The humanoid robot industry in China has entered a period of explosive growth since 2023, with significant milestones such as the listing of UBTECH and the achievement of mass production and large-scale applications [4][6] - The domestic market for humanoid robots is projected to exceed 8.2 billion RMB by 2025, capturing over 30% of the global market share [7] Strategic Importance - The Chinese government has elevated the humanoid robot industry to a national strategic level, positioning it as the next disruptive product following computers, smartphones, and new energy vehicles [6] - UBTECH's CEO emphasizes the vast market potential in industrial manufacturing for humanoid robots, predicting future market sizes could reach hundreds of billions or even trillions [9]