宇树科技G1 EDU版本

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宇树背后的租赁人,一单赚2万
Hu Xiu· 2025-06-07 23:02
Core Insights - The article discusses the rise of humanoid robots, particularly the G1 model from Yushutech, which has gained significant attention and led to the emergence of a new "robot rental" market [1][14][25] Group 1: Market Dynamics - The humanoid robot rental market has seen explosive growth, with rental prices initially ranging from 12,000 to 18,000 yuan per day, but currently fluctuating between 6,000 and 8,000 yuan due to increased competition and market saturation [4][21][22] - Yushutech's G1 model has sold over 1,000 units, but the delivery time has extended from 45 days to 60 days due to high demand [1][14] - The rental market is characterized by a chaotic environment, with many new entrants diluting demand and driving prices down [5][22][23] Group 2: Business Models - The rental model has attracted various players, including those who initially operated in different sectors, such as e-commerce and theater, who pivoted to capitalize on the robot rental trend [6][15][20] - Companies like Huanmeng Technology have successfully integrated robot exhibitions with rental services, providing a comprehensive package to clients [20][21] - The profitability of exhibitions can be substantial, with net profits ranging from hundreds of thousands to millions of yuan per event [8][10] Group 3: Challenges and Future Outlook - The current limitations of humanoid robots, primarily their functionality being restricted to performances, have led to a decline in novelty and interest over time [24] - The market is expected to experience further fluctuations as more players enter and as the novelty of humanoid robots wears off [22][24] - Companies are exploring ways to enhance robot capabilities through secondary development to remain competitive in the rental market [24][25]