Star, Keli and other robot concept stocks have a daily limit. At present, the annual output of humanoid robots in China is expected to reach 15,000 units, and the development speed has surpassed that of the new energy vehicle industry. The field of industrial manufacturing has become the forefront of commercialization, and UBTECH's WalkerS series robots have entered the training of BYD, Geely and other enterprises, and have received more than 500 intended orders.
The field of complex medical care is showing a rapid growth trend, and Fourier Intelligence's rehabilitation robots have entered more than 3,000 hospitals around the world. The company released two GRx series general-purpose humanoid robots and open-source robots N1, with cumulative shipments of more than 100 units. Upstream suppliers such as fastener company Chaojie Co., Ltd. and magnetic material manufacturer Inst have successively laid out the field of humanoid robot parts, and some companies have obtained sample orders.
The policy environment continues to be optimized, and the "Guiding Opinions on the Innovation and Development of Humanoid Robots" clarifies the goal of establishing an innovation system by 2025. Beijing, Shanghai and other places have accelerated the construction of industrial innovation platforms, and the country's first heterogeneous humanoid robot training ground has been opened in Zhangjiang, Shanghai. At the technical level, the application of multimodal data has become the focus of research and development, and breakthroughs in haptic feedback, voice recognition and other technologies will improve the adaptability of robots in complex environments.
Due to the characteristics of environmental structure and process standardization, the manufacturing scene has become a priority field for humanoid robots. In automotive factories, robots can perform tasks such as handling, sorting, and quality inspection, complementing existing automation equipment. The expansion of retail service scenarios is advancing simultaneously, and Galaxy General plans to launch humanoid robots in Beijing, Shanghai and other places for 24-hour pharmacy operations.
This control is still a key challenge for industrialization, and the current price of humanoid robots is generally in the order of hundreds of thousands of yuan. With the maturity of the supply chain and the expansion of mass production, it is expected that the price will gradually drop to the range of 100,000 yuan in the next three years. The construction of safety verification and standard system is also accelerating, and the humanoid robot half marathon held in Beijing verified the robot's ability to perform tasks in a dynamic environment.