Produced by ChiNeng Technology

This week has seen a surge of activity in the robotics industry, marked by significant advancements in product demonstrations, corporate partnerships, technical standards, and market strategies. Major players are actively driving forward humanoid robot projects, showcasing a robust momentum spanning from technological R&D to the expansion of application scenarios.

01

Product Showcase and Technological Milestones

● Tesla Humanoid Robot Advancements: Tesla unveiled the latest video of its humanoid robot, showcasing a more human-like gait. Concurrently, the company is recruiting for 80 positions to accelerate the Optimus project, aiming to produce 5,000 humanoid robots this year, underscoring its commitment and investment in mass production of humanoid robots.

● Fourier Open-Source Humanoid Robot: Universal Robotics Company Fourier officially launched its first open-source humanoid robot, Fourier N1, standing at 1.3m, weighing 38kg, and offering a 2-hour battery life. Its open-source software and hardware initiatives are poised to catalyze widespread adoption and innovative advancements in humanoid robot technology.

● Other Company Product Updates:

◎ RobotLAB introduced a new humanoid robot versatile across various industries.

◎ GAC Group debuted its humanoid robot GoMate, planning small-scale production for 2026 with intentions to enter car factories and 4S stores.

◎ Unitree Technology released a combat video of its humanoid robot G1 and announced live broadcasts of robot fights within a month.

02

Corporate Collaborations and Market Strategies

● GPM Intelligent and Zhiyuan Robotics: GPM Intelligent and Zhiyuan Robotics have formed a joint venture responsible for constructing and operating the Ningbo Embodied Intelligence Robotics Innovation Center, aiming to foster technical research, development, and industrial applications of embodied intelligence robots.

● Strategic Partnerships Across Multiple Companies:

◎ Zhongding Group signed strategic cooperation agreements with several firms to collaborate on humanoid robot-related products.

◎ Jinli Permanent Magnet is actively deploying magnetic components for humanoid robots, emphasizing the significance of rare earth strategic metals.

◎ Lens Technology signed strategic cooperation agreements with over three humanoid robot companies.

◎ Fulin Precision Industry signed the "Humanoid Robot Application Project Investment Cooperation Agreement" with Zhiyuan Robotics and other partners.

◎ Dafeng Industry signed an equity cooperation agreement with Zhiyuan Robotics to jointly develop humanoid robot projects.

◎ Huawei Cloud signed comprehensive cooperation agreements with Yijiahe and Efort Intelligent Equipment.

◎ F&D Technology officially signed the "Technology Development Contract" with Tsinghua University to collaborate on research and development of key components and industrial applications of humanoid robots.

◎ Rongtai Holding plans to establish a subsidiary with Jiangsu Runfu Power to develop and produce planetary roller screws and ball screws for humanoid robots and automotive chassis systems.

● Corporate Business Expansions:

◎ Tsugami Precision Machinery aims to expand production to meet the demand for high-precision machine tools in industries like humanoid robots.

◎ Dongmu Co., Ltd. has deployed axial flux motors suitable for applications in humanoid robots and other fields.

◎ Micro-Light's servo motors, coreless motors, and frameless torque motors can be integrated into humanoid robots.

◎ Longsheng Technology has implemented humanoid robots in internal manufacturing scenarios.

◎ Beijing Jinghanyu, a subsidiary of Beimo High-Tech, has developed RISC-V architecture neural network search chips applicable to humanoid robots and AI.

◎ Shuanglin Group has created screw products for use in humanoid robot dexterous hands.

◎ Sunin Technology's self-developed chips can be applied in robotics and humanoid robots.

◎ Topband's coreless motors have received small-batch orders from several humanoid robot manufacturers.

Summary

The national standard for technical requirements of humanoid robots has been officially approved for initiation. This standard encompasses crucial areas such as motion control, intelligence grading, and interface specifications, providing vital support for the standardized development of the humanoid robot industry.

Over the next two weeks, the industry will witness pivotal events. The Second China Humanoid Robot and Embodied Intelligence Industry Conference will be held in Beijing, and the world's first humanoid robot half marathon will take place in Beijing's Yizhuang District.

These events will further propel industry exchanges and technology showcases, infusing new vitality into the development of the humanoid robot and embodied intelligence industries. With the ongoing maturation of technology and deepening corporate collaborations, humanoid robots are anticipated to achieve commercial applications in a broader range of fields, presenting promising prospects for industry growth.