SIASUN(SZ:300024) Sou Hu Cai Jing·2026-02-18 07:45Core Viewpoint - The rapid advancement of humanoid robot technology in China was showcased during the Spring Festival Gala, highlighting significant innovations and capabilities that have surpassed previous expectations [1][5][10]. Company Highlights - Yushutech presented their humanoid robots G1 and H2, performing complex martial arts moves, including the world's first continuous table-flipping parkour and multiple air flips, after extensive training on a simulation platform [3][10]. - Songyan Power collaborated with celebrity Cai Ming to create a skit featuring a robot, which required over 300 iterations of algorithms and 21 versions of dance training to enhance interaction and expression [3][10]. - Magic Atom's MagicBot Z1 executed a 360° stunt during the opening performance, marking it as the first humanoid robot to achieve this feat within its size category [3][10]. - Galaxy General's Galbot G1 demonstrated practical skills by performing tasks like cleaning up broken cups and handling food, showcasing its autonomous decision-making capabilities [3][10]. Industry Trends - International media attention has surged, with reports indicating that by 2025, approximately 13,000 humanoid robots will be shipped globally, with 90% expected to come from Chinese companies [5][7]. - Morgan Stanley predicts that humanoid robot sales in China will double by 2026, reaching 28,000 units, indicating a strong growth trajectory [5][7]. - The number of humanoid robot companies in China has exceeded 140, supported by a robust supply chain and a rich talent pool, facilitating large-scale production and application in various sectors [7][8]. - China's humanoid robot industry is becoming a market leader, driven by cost efficiency and production capabilities, with government support and a strong technical workforce fostering innovation [8][10].