Insight into The 2025 Blue Book on Humanoid Robotic Industry Development (9)

In order to deeply reveal the development context of Chinese's humanoid robot industry and tap "seed" enterprises with high growth potential, the Prospective Industry Research Institute, as the guiding unit of the new quality productivity evaluation system, with years of industry research experience and cutting-edge insights, released the "2024 Chinese Humanoid Robot New Quality Productivity Series List". The selection focuses on seven dimensions, including market capitalization, innovation strength, core technology layout, financing and investment capabilities, industrialization level and regional agglomeration, aiming to systematically sort out industry leaders, establish benchmarking strength, stimulate technological innovation and industrial landing, and provide strong support for promoting the overall competitiveness and market awareness of the industry.

In the list of "potential enterprises", ten companies stood out and showed strong kinetic energy under the new quality productivity system, namely: Unitree Technology, Agibot, Xingdong Era, Zhongqing Robot, Independent Variable Robot, Xinghaitu, Zhuoyide Robot, Accelerated Evolution, Progressive Power and Yuequan Bionics. These companies have shown outstanding performance in technology research and development, business models and industrialization paths, and are regarded as the future stars of Chinese's humanoid robot industry.

In terms of the list of "key technologies", the selected companies have the key voice in the field of core components of robots, covering key links such as reducers, visual sensors, lead screws, and motor drives. The companies on the list include: double-ring drive focusing on RV reducer, green harmonic and Haozhi electromechanical with leading harmonic reducer technology, Tianlian Robot with integrated planetary screw and harmonic reducer technology, Obi Zhongguang, a leader in 3D vision technology, Qinchuan Machine Tool which is good at planetary roller screws, Julun Intelligence in the field of RV reducer, Zhongda Dade, a provider of integrated solutions for motor and drive control, Xinshida with intensive motion control technology, and Inovance Technology with outstanding advantages in the field of servo drive system.

In the "innovation ability" list, it focuses on enterprises that have made remarkable achievements in technological breakthroughs, product innovation and business models. UBTECH, Lingyi Manufacturing, Xpeng Motors, Unitree Technology, Xiaomi Technology, Shanghai Zhiyuan New Creation, MindMinds Robot, Chase Technology, Fourier Intelligence and Sanhua Intelligent Control successfully made the list, demonstrating the diversity and vitality of Chinese's humanoid robot innovation ecology.

Figure: 2024 Chinese humanoid robot new quality productivity series list description

Typical application cases:

【UBTECH】

UBTECH has achieved a full-stack layout in the technical system, covering multiple cutting-edge technology directions such as robot ontology structure design, semantic VSLAM navigation, visual perception, multi-modal interaction, and learning motion control, and has the mass production capacity of servo drives with full coverage from small to large torque. His masterpiece Walker is China's first bipedal life-size humanoid robot to be commercialized.

In 2024, UBTECH will focus on manufacturing applications, especially in the automotive and 3C industries to promote the implementation of humanoid robots at the level of tool operation and task execution. The cooperation with Dongfeng Liuzhou Automobile and Geely Automobile has achieved phased results, and the Walker S1 has entered BYD's training system, marking a key step for the company to take a key step towards the humanoid robot factory ecology.

Still, commercialization challenges in the field remain. High R&D investment has not yet been converted into a major source of revenue, and the training cycle is as long as 1-2 years, and at the same time, it needs to face fierce competition from international giants such as Tesla Optimus.

【Agibot】

With the concept of "embodied intelligence" as its core, Zhiyuan has continued to make breakthroughs in a number of key capabilities since the release of the G1 to G5 technology roadmap in 2024. For example, the general pose estimation model UniPose was launched in the G2 stage, and the complete embodied data system AIDEA was built in the G3 stage to promote the leap in the learning and operation capabilities of robots.

In terms of actual landing, Agibot's wheeled robot expedition A2-W has been piloted in the loading and unloading links of some 3C and semiconductor companies, and has initially entered the commercialization channel. At present, A2-W still needs to be trained with the help of a large number of real-world scene data to gradually adapt to the complex industrial environment and move towards a wider practical stage.

Through the release of this series of lists, the Prospective Industry Research Institute not only provides a multi-dimensional reference benchmark for the industry, but also promotes the key process of Chinese's humanoid robot industry from "technological breakthrough" to "ecological formation". As more enterprise technology accumulation is transformed into practical application, the marketization prospect of the humanoid robot industry will be clearer, and the future is worth looking forward to.