人形机器人第一股，中标近1亿元最大订单

Core Viewpoint - The humanoid robot industry is entering a phase of business harvest, with significant procurement orders being secured by companies like Yubis, Zhiyuan, and Yushu, indicating strong market demand and growth potential [1]. Group 1: Procurement Orders - Yubis has won a procurement order worth 90.51 million yuan from Miyi (Shanghai) Automotive Technology Co., marking the largest single procurement order in the industry based on publicly available information [1]. - Zhiyuan and Yushu have also secured a combined order of 120 million yuan from a subsidiary of China Mobile, showcasing the increasing interest in humanoid robots [1]. Group 2: Production Capacity and Innovations - Yubis plans to achieve a humanoid robot production capacity of 1,000 units by 2025, with expectations to deliver several hundred units this year [5]. - The company recently introduced the Walker S2, featuring a world-first "hot-swappable autonomous battery replacement system," allowing for uninterrupted operation in factory settings [4]. - The CEO of Yubis, Zhou Jian, emphasized that the initial large-scale applications of humanoid robots will be in structured environments like smart manufacturing, followed by commercial service scenarios, and finally home applications [5].