Group 1 - The humanoid robot industry is currently in a critical phase of commercialization, with significant progress in policies, products, and orders both domestically and internationally [1] - Leading domestic humanoid robot companies are achieving breakthroughs in products and orders, indicating a potential resonance between domestic and overseas humanoid robot industries, which may accelerate the global commercialization process [2] - A strategic cooperation agreement was signed between UBTECH Robotics and ZhiSheng Technology, aiming to deploy 10,000 robots over the next five years, marking a shift from concept validation to commercial implementation [2] Group 2 - ZhongQing Robotics launched the T800 humanoid robot, priced starting at 180,000 yuan, with a product matrix that includes four versions to meet diverse application needs, indicating a transition from "technical feasibility" to "scalable usability" [3] - The U.S. government, under the Trump administration, is shifting focus towards robotics, with plans to accelerate industry development and potentially announce an executive order on robotics [3]
国泰海通｜汽车：优必选与卓世科技达成战略合作，众擎发布T800——人形机器人行业跟踪报告
国泰海通证券研究·2025-12-08 14:05