Positive information about humanoid robots retains rising.
On November fifth, the 2025 XPeng Technology Day was held in Guangzhou, the place a brand new technology of humanoid robotic IRON was grandly launched. During the on – website demonstration, the robotic walked the catwalk as gently as a human and had a “brain” that would suppose like a human. Currently, XPeng Motors has established its first embodied intelligence information manufacturing unit in Guangzhou. By the finish of 2026, XPeng goals to attain massive – scale mass manufacturing of excessive – stage humanoid robots.
From November fifth to tenth, the Tesla Cybercab made its debut at the China International Import Expo, which was additionally its first look in the Asia – Pacific area.
Two Tesla humanoid robots have been additionally exhibited alongside the Cybercab. As beforehand disclosed, the Optimus V3 will likely be launched and begin mass – manufacturing in Q1 2026. The objective is to provide a million models yearly by the finish of 2026, and the lengthy – time period plan is to succeed in over 100 million models.
On the similar day, at the sub – discussion board “Cooperation on the Innovative Development of Humanoid Robots” of the eighth Hongqiao International Economic Forum, Yao Jia, the deputy director of the Science and Technology Department of the Ministry of Industry and Information Technology, said that humanoid robots are anticipated to develop into the subsequent – technology tremendous terminals after smartphones and new – vitality automobiles, reshaping the world industrial improvement sample. Next, efforts will likely be accelerated to structure main nationwide science and expertise initiatives, help home and overseas enterprises to hold out joint analysis, and promote the technological iteration and product upgrading of humanoid robots.
Industry insiders predict that in 2026, a single enterprise in the industrial area will buy and obtain over 10,000 humanoid robots. This amount stage will mark the first improvement inflection level for the humanoid robotic business, much like the massive – scale begin – up stage of new – vitality automobiles round 2018, indicating that the expertise will enter a brand new cycle of massive – scale mass utility.
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Kaiyuan Securities believes that the time for mass manufacturing of humanoid robots has arrived. In 2026, with the manufacturing strains of Tesla, Unitree, and Zhipu coming into operation, the business will enter the stage of massive – scale manufacturing at the 10,000 – unit stage for the first time. In the subsequent 5 – 10 years, humanoid robots are anticipated to reshape the manufacturing, service industries, and even household life, turning into the subsequent – technology normal platform after smartphones and new – vitality automobiles. The related sectors will replicate the preliminary quantity – growing market development of batteries and new – vitality automobiles from 2015 – 2017 and enter a “fruitful” harvest interval.
In phrases of the provide chain, the {hardware} of humanoid robots has a excessive diploma of correlation and reusability with the industrial management and automotive industrial chains. Through the excessive – customary and huge – scale benefits of the automotive business, the price guidelines of the robotic business will likely be rewritten.
On the one hand, it has the massive – scale manufacturing and provide – chain administration capabilities of the automotive business; on the different hand, it has strict necessities for the high quality requirements of elements (manufacturing unit inspections). Cost discount is achieved by the reuse of molds, elements, and manufacturing processes. Compared with the provide – chain mannequin of industrial robots, the skilled division of labor in the automotive mannequin will increase the product iteration pace, and R & D prices might be shared by a number of events.
It is known that the Tesla Bot shares the similar origin as automobiles, sharing cameras, three – electrical applied sciences, and finish – to – finish neural community applied sciences. At the similar time, the extremely – massive – scale visible information amassed by automobiles additionally supplies a steady supply of supplies for robotic coaching.
Currently, Tesla is putting in a manufacturing line for humanoid robots, which is predicted to start out manufacturing by the finish of 2026 and obtain an annual manufacturing capability of a million models by 2030. The third – technology humanoid robotic will likely be launched in the first quarter of 2026.
In the view of business insiders, Tesla’s car and robotic companies basically use the similar set of AI underlying capabilities for horizontal enlargement. When the finish – to – finish neural community drives each wheels and joints concurrently, the decline curve of mass – manufacturing prices will likely be steeper than that of pure – electrical automobiles. In addition, car – grade elements have been verified by tens of millions of automobiles, and their reliability is an order of magnitude increased than that of industrial – grade elements, which is a decisive benefit for mass manufacturing.
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In truth, many automotive provide – chain enterprises have already reaped the advantages of the robotic increase.
According to Flush information, presently, there are a complete of 366 listed firms in the A – share humanoid robotic idea sector. From the perspective of business distribution, in keeping with the Shenwan main business classification, there are 62 in the automotive business, accounting for 16.9%.
According to statistics from Lanfu Finance, in the first three quarters of this yr, 32 listed firms achieved yr – on – yr development in each working earnings and internet revenue attributable to the dad or mum firm, and their inventory costs rose as of the shut on October thirty first.
Among them, Zhejiang Rongtai (603119.SH), Taotao Vehicle (301345.SZ), Meili Technology (300611.SZ), Zhaofeng Co., Ltd. (300695.SZ), Longsheng Technology (300680.SZ), Fuda Co., Ltd. (603166.SH), Wanxiang Qianchao (000559.SZ), Yinlun Co., Ltd. (002126.SZ), Joyson Electronics (600699.SH), Xinzhi Group (002664.SZ), and Leidike (300652.SZ) all had will increase of over 100%.
The humanoid robotic sector of Yinlun Co., Ltd.’s fourth – development curve is presently in the stage of expertise and product incubation and improvement. According to the plan, the firm’s fourth – development curve is laid out round a 1 + 4+N product system. Here, 1 refers to at least one main system, aiming to ascertain an general understanding of the embodied intelligence system; 4 refers to 4 main modules, together with the thermal administration module, rotary joint module, actuator module, and dexterous hand module; N refers to the key elements round the 4 main modules. Institutions predict that the firm is predicted to duplicate the improvement path of new – vitality thermal administration in the robotic area, and can additional develop merchandise comparable to joint modules in the future to extend the supporting worth in the robotic area.
Joyson Electronics has comprehensively deployed in the humanoid robotic monitor and formally established a completely – owned subsidiary, Ningbo Joyson Embodied Intelligence Robot Co., Ltd., in April this yr. The firm not solely constantly invests in the R & D of key element assemblies but in addition actively cooperates with upstream and downstream enterprises in the industrial chain, aiming to construct an entire industrial ecosystem. In the R & D of robotic head elements, Joyson Electronics depends on its superior expertise and wealthy expertise to create a extremely smart and versatile robotic head to attain correct environmental notion and fast response capabilities.
This article is from the WeChat public account “Lanfu Finance Network”, creator: Lanfu Finance Network, printed by 36Kr with authorization.