2025 is known as the "first year of mass production of humanoid robots". In this wave of embodied intelligence, Beijing Yizhuang took the lead in layout, and the world's first robot 4S store is about to land, becoming an important symbol of leading the industry change. Up to now, more than 100 companies have expressed their intention to settle in, including UBTECH, Xinghaitu and other head humanoid robot companies, Beijing Yizhuang is gradually building an efficient, collaborative, innovation-driven robot industry ecosystem.
Ⅰ. Innovation paradigm: a new landing channel for the robot industry
At present, although robot technology is becoming more and more mature, the application is still facing the bottleneck of transformation between "laboratory and market". Yizhuang's robot 4S store tries to break this limitation, introducing the traditional automotive 4S model, integrating the four core functions of sales (Sales), spare parts supply (Spare Parts), after-sales service (Service) and data feedback (Survey) to build a closed-loop service platform for the whole life cycle of robot products.
Different from simple exhibition and sales venues, 4S stores provide multi-dimensional solutions including immersive scene experience, customized services and operation and maintenance support. For example, UBTECH's Walker robot enables consumers to intuitively understand the value of products and accelerate the transformation path from cognition to decision-making through scenario-based demonstrations such as welcome reception and logistics handling.
In addition, the platform has built a nationwide rapid parts response system and a professional after-sales team, which solves the pain point of "difficult post-delivery support" of robot products, and effectively improves customer stickiness and industry trust.
Figure: Renderings of Beijing Yizhuang Robot 4S store
Ⅱ. Industrial magnetic poles: leading enterprises took the lead in signing contracts to build a collaborative ecosystem
According to the Beijing Economic Development Zone, the robot 4S store is expected to be built in the core area of Yizhuang New Town, with a total area of more than 10,000 square meters, and the first batch of more than 30 enterprises to settle in, covering the whole industrial chain of humanoid robots, control systems, algorithm platforms, core components and other links.
To this end, Beijing Yizhuang released the "List of Nine Robot Benchmarking Application Scenarios", fully opened up the resources of government-enterprise cooperation, and proposed to release 10,000 units and nearly 5 billion yuan of embodied intelligent robot procurement opportunities within two years, of which the demand for humanoid robots exceeded 1,000 units, covering park operations, hotel welcome, industrial inspection and other fields.
This policy signal and application commitment has greatly boosted the confidence of the industry. For example, Xinghaitu Intelligent Technology has signed a cooperation intention to establish a technology delivery center in Yizhuang to respond more quickly to local application needs and form a closer collaborative R&D relationship with upstream and downstream enterprises.
The industrial agglomeration effect is accelerating. Robot controller companies, joint module manufacturers, sensor and AI chip companies have also followed up to provide basic support for the whole machine manufacturing, so as to promote the efficiency improvement and technology of the entire supply chain.
Ⅲ. Market potential: the real "blue ocean" behind the 5 billion procurement window
According to IDC's forecast, the global humanoid robot market will exceed 130 billion yuan in 2025. In the procurement plan released by Beijing Yizhuang, 10,000 robots will be deployed in only two years, which is expected to drive more than 5 billion yuan of market orders. This huge volume of procurement is extremely scarce in the current global market.
The establishment of 4S stores is the key hub to open up this part of demand and supply. On the one hand, enterprises can complete product display, customer docking and brand promotion through the storefront, especially for start-up or technology-oriented enterprises, which is a very cost-effective market channel; On the other hand, 4S stores also link banks, insurance and other institutions to provide consumers with loans, warranties and other financial support, lower the purchase threshold, and accelerate the rhythm of robot products into families and small and medium-sized enterprises.
Taking cleaning robots as an example, in the future, the demand for scene deployment in new residential areas and office buildings in Yizhuang will increase significantly, and the service models such as leasing, staging and hosting provided by 4S stores will help enterprises break the market barriers of high-priced sales, turn to the operation logic of "service as a robot", and improve product popularity.
Ⅳ. Data closed-loop: from the use of feedback to the evolution of technology
Another core highlight of Beijing Yizhuang Robot 4S Store is its data-driven optimization mechanism. Through the whole-process tracking of sales, maintenance, and application feedback, the platform regularly generates data reports such as product operation stability, user behavior, and fault distribution, and feeds them back to the R&D side of settled enterprises, forming a closed-loop optimization system between "market, R&D, and product".
For example, the products deployed by Zhiyuan Robot in the logistics field found that some servos had overheating problems in the early operation. The back-end system of the 4S store gives early warning through maintenance data analysis, and synchronizes it to the Zhiyuan technical team, and finally reduces the failure rate by about 23% by replacing the drive module solution.
This mechanism helps enterprises quickly locate design flaws and improve product stability and iteration efficiency. At the same time, for the platform, it has also established an operation and maintenance ecology of "service as data asset", which can reversely construct indicators such as Yizhuang robot index and industry heat prediction to provide data support for the government to formulate industrial policies.
Ⅴ. Frontier window: to create a global model of China's robot industry
The launch of Yizhuang Robot 4S store is not only a re-innovation of the business model, but also an active reconstruction of the ecological structure of the robot industry. It marks a systematic shift from "product-centric" to "user-centric, service-driven".
From a global perspective, Europe, the United States, Japan and South Korea are still in the stage of "high R&D and low landing", while the Chinese market has taken the lead in stepping out of the new path of "scenario first, supply and demand linkage". Yizhuang's attempt is expected to become a new window for global robot companies to observe the Chinese market, and may also reshape China's international dominance in the field of humanoid robots.
In the future, Yizhuang is expected to expand the robot certification system, testing center, talent training base and other service facilities on the basis of 4S stores, and build a robot industry complex with global influence.
Conclusion: The starting point of an industrial leap
The world's first robot 4S store landed in Beijing Yizhuang, which not only shows the strategic foresight of the local government in new quality productivity, but also an important milestone for China's robot industry from "technology fever" to "deep application".
This is a collaborative experiment on business models, technology applications and industrial policies, and it is also a practice for China's technology industry to seize the commanding heights of the future. On this track, Yizhuang is ahead of the curve, but it is only at the beginning.
