On the other hand, the demand side is constantly being stimulated

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Large companies have strong capital and abundant resources and can invest large amounts of money in the research and development of humanoid robots. Taking Huawei as an example, it has rich experience in upstream and downstream collaborative cooperation in the industry and can quickly integrate advantageous resources in the industrial chain. Suppliers of core components such as reducers, sensors, motors (Zhaowei Electromechanical) and system integrators (Tosda, Efort, and Seres), software developers, etc. will all usher in new development opportunities.

In the past two years, the investment enthusiasm in the humanoid robot track has increased significantly. In response to corresponding policies in various places, humanoid robot industry clusters have begun to emerge in Beijing, Shanghai, Guangdong and other places.

In 2025, many robot startups have embarked on the road of commercial mass production.

Leju Robotics' humanoid robot production line was launched job seekers data in Suzhou, with an estimated annual output of 200 robots; Zhiyuan Robotics announced the start of commercial mass production of general-purpose robots, with an annual plan to produce a total of 926 units.

Parts suppliers have also begun to expand production. Xinjian Transmission plans to produce 1 million humanoid robot planetary roller screw parts annually at its Qingshan Lake headquarters base, which will mainly be used in humanoid robot linear joints and automotive wire-controlled intelligent chassis EMB systems.

At present, in addition to the pilot projects that are still being promoted for consumer robots for the C-end, some professional scenarios such as manufacturing plants, fire rescue, earthquake rescue, etc., their scene complexity, cost sensitivity, and motion control capabilities are more suitable for the early commercialization of humanoid robots.

Since last year, many domestic and foreign companies, such as UBTECH Robotics and Agility Robotics, have begun to let their robots work in factories.

In the medium and long term, the labor shortage problem caused by population aging can no longer be ignored. Especially in the context of declining birth rates, the aging rate will be faster. In various sub-sectors such as medical care, logistics, companionship, and education, humanoid robots are expected to take over tasks that originally required humans to perform.