Produced by Zhineng Technology

During the May Day holiday, humanoid robots garnered considerable attention. Notably, exoskeleton robots aiding in mountain climbing gained prominence on CCTV, capturing the nation's interest. Furthermore, the integration of humanoid robots into tourist attractions and commercial settings continued to advance.

Concurrently, Wang Xingxing, co-founder of Unitree Robotics, forecasted that the general humanoid robot AI model could achieve its maiden breakthrough by year's end, attracting widespread attention within the industry.

The humanoid robot sector is experiencing rapid growth, fueled by the synergistic forces of "policy, technology, scenarios, and capital." Companies across the industrial chain are accelerating their deployments, signaling a firmly established trajectory.

Weekly Highlights of the Humanoid Robot Industry

Progress of Leading Companies

◎ Unitree Robotics: Wang Xingxing anticipates the emergence of a general AI humanoid robot model by year's end, featuring enhanced generalization and task adaptability. However, media reports suggest that the daily rental price of Unitree robots has been adjusted from 15,000 yuan to 5,000-8,000 yuan, indicating ongoing refinement of cost-effectiveness.

◎ UBTech: Has signed small-batch procurement contracts for the Walker S and Walker C series, steadily progressing towards commercialization.

◎ Midea: Announced that humanoid robots will enter factory trials in May, encompassing machine operation, maintenance, inspection, and transportation. Expansion to retail stores is anticipated in the second half of the year for tasks like tour guiding and coffee making.

Technology & Product Launches

◎ Digital Huaxia: Unveiled the industry's first "body + wheeled" dual-mode humanoid robot, Xingxingxia P01.

◎ Opt: Developing vision modules essential for humanoid robots.

◎ Hwayi Technology: Achieved small-batch shipments of IMUs for humanoid robots, paving the way for mass production.

◎ L&P Technology: Announced the completion of a humanoid robot assembly line, capable of large-scale deliveries.

◎ GPM Intelligent: Initiated construction of the first pilot production line for humanoid robot bodies, with an annual capacity target of 1,000 units.

◎ Figure AI × UPS: Discussing collaboration to deploy humanoid robots in logistics, driving high-end implementations in Europe and the US.

Policies & Capital

◎ Robot-Themed Fund in Yizhuang: A government-guided "Robotics and Intelligent Manufacturing" fund, involving industrial capital, was established to bolster industrial agglomeration and key technology incubation.

◎ National Focus: A survey of Shanghai Zhiyuan Robotics underscores the top-level emphasis on intelligent manufacturing.

Scenario Implementations

◎ Scenic Spot Applications: During the May Day holiday, humanoid robots debuted in Wuhan's cultural tourism scenes, serving as AI tour guides and visitor assistants.

◎ "Dazhuang" Premiere: The humanoid robot "Dazhuang" performed at the Ancient Longzhong scenic spot in Xiangyang. Developed by a team of young engineers from Wuhan Optics Valley with an average age of 29, it highlights the emergence of "new forces" in China's robotics industry.

◎ Exoskeleton Robots Shine on May Day: Their assistance in mountain climbing garnered attention from mainstream media like CCTV1, exemplifying AI + human-machine collaboration.

Summary: The humanoid robot sector remains a highly dynamic and determined development path.