宇树科技CEO称旗下机器人今年出货量同比增长明显，这家公司有人形机器人相关线缆的订单！

Core Viewpoint - Yushu Technology has experienced significant growth in robot shipments this year compared to last year, indicating a positive trend in the industry [1]. Group 1: Company Performance - Yushu Technology has achieved profitability for five consecutive years, with annual revenue surpassing 1 billion yuan [2][3]. - The company initially focused on quadruped robots, launching its first model, Laikago, in 2017, and has since expanded into humanoid robots [2]. - Notable humanoid robots include the H1, which gained fame for its performance on the Spring Festival Gala, and the G1 aimed at the consumer market [2]. Group 2: Market Demand and Orders - There is a surge in orders for humanoid robots, marking the beginning of commercialization in the industry [4]. - In the first five months of 2025, Yushu Technology's project wins approached the total amount for the entire year of 2024, indicating strong demand [4]. - Other companies in the sector, such as Songyan Power and Leju Robotics, have also reported significant order increases, with Leju's first-quarter orders up 200% year-on-year [4]. Group 3: Industry Trends - The commercialization of humanoid robots is accelerating, with a focus on expanding production capacity and enhancing delivery capabilities [5]. - The entry of robots into real-world applications is driving the evolution of intelligence, highlighting the importance of supply chains as a critical bottleneck for production capacity [5]. - The industry is witnessing a rapid increase in the mass production of humanoid robots, creating opportunities for key technologies with competitive advantages [5].