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Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley estimates that by 2025, 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly twice the total revenue of the top 20 Auto Manufacturers in the world in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.
Express News | Ubtech Robotics Says Co Obtains First Procurement Contract for Humanoid Robots for Manufacturing Scenarios
Hong Kong Stock Announcement Gold Mining | BYD Company (01211) reported a net income of 9.155 billion yuan in the first quarter, an increase of 100.38% year-on-year.
SIHUAN PHARM (00460): The facial filler (child's face needle) independently developed by Meiyan Space has obtained market approval from the National Medical Products Administration; GRANDPHARMA (00512): The early detection product for urological tumors has achieved its first commercial prescription in mainland China.
UBTECH (09880.HK): First procurement contract for humanoid robots with embodied intelligence in small batch industrial manufacturing scenarios.
On April 27, Gelonghui reported that UBTECH (09880.HK) announced substantial progress in its earlier entry into several well-known Autos factories to conduct training with embodied intelligent humanoid robots. On April 24, 2025, the company signed a large purchase contract for bipedal humanoid robots with the buyer, procuring products including the large bipedal humanoid robots Walker S1 and Walker C, primarily for production manufacturing and commercial reception in Autos factories. Currently, the company has received the advance payment for the purchase from the other party. This purchase contract signifies the company's commercial implementation in the industrial manufacturing scenarios of embodied intelligent humanoid robots.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
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