Swancor Advanced Materials (SH:688585) 21世纪经济报道·2026-01-09 09:51Core Insights - The humanoid robot sector experienced a strong surge on January 9, with companies like Shenzhou New Materials (上纬新材) seeing an 8.75% increase in stock price, reaching 143.99 CNY per share and a total market capitalization of 58 billion CNY [1]. Market Trends - A report by Omdia indicates that Chinese manufacturers are leading the global humanoid robot market, with companies like Zhiyuan Robotics (智元机器人) and Unitree Technology (宇树科技) expected to capture 71% of the market share by 2025 [3]. - Zhiyuan Robotics is projected to ship 5,168 units in 2025, a significant increase from 600 units in 2024, holding a 39% market share [3][5]. - Unitree Technology and UBTECH are expected to follow with market shares of 32% and 7%, respectively, with their shipments also increasing significantly [3][5]. Vendor Performance - The report outlines the expected shipments for various vendors in 2024 and 2025, with total shipments rising from 2,300 units in 2024 to 13,318 units in 2025 [5]. - Zhiyuan Robotics received the highest ratings in six evaluation dimensions, indicating advanced capabilities in humanoid robotics [6]. Future Projections - The integration of generative AI with robotics is driving the evolution of robots towards "general embodied intelligence," with the humanoid robot market expected to see exponential growth, potentially reaching 2.6 million units shipped by 2035 [8].