Core Viewpoint - The humanoid robot industry is expected to double its annual shipment volume in the coming years, with significant advancements anticipated in technology and applications [1][5][7]. Group 1: Industry Growth and Projections - IDC reports indicate that China's humanoid robot commercial sales are projected to reach approximately 2,000 units in 2024, with an expected increase to 60,000 units by 2030, reflecting a compound annual growth rate of 95.3% [7]. - Wang Xingxing, CEO of Yushu Technology, believes that the global humanoid robot industry can guarantee annual shipment volume to double, with potential for significant spikes in shipments if technological breakthroughs occur [6][7]. - The global humanoid robot shipment volume may reach 18,000 units by 2025, with a forecasted increase to 1 million units by 2030 and 10 million units by 2035, driven by factors such as aging population, labor shortages, and advancements in AI technology [7]. Group 2: Current Challenges and Future Outlook - Currently, humanoid robots are primarily showcased in performances rather than practical applications, as the technology is not yet mature enough for widespread deployment in industrial settings [3][4]. - Wang emphasizes that the industry needs time for technological advancements, comparing the current state of humanoid robots to early computers, which required time for software development to become useful [4]. - The potential for a "robot tax" is discussed, suggesting that once robots can perform significant work, a taxation system could be implemented based on the value they generate [4][6]. Group 3: Company Performance and Market Position - Yushu Technology has emerged as a leader in the humanoid robot market, with an estimated shipment of 1,400 units in 2024, making it the highest in global humanoid robot shipments [6]. - The company has secured a procurement project worth 46.05 million yuan from China Mobile (Hangzhou) Information Technology Co., indicating recognition and progress in commercial applications [6]. - Wang stresses the importance of product quality and customer experience in maintaining a competitive edge in both domestic and international markets [6].
未来可收“机器人税”!宇树科技王兴兴,最新发声!
证券时报·2025-08-09 11:09