Yushu Technology claims to achieve arbitrary robot action generation and autonomous combat within six months. Rongtai Co., Ltd. hits the daily limit.

(Source: 财闻)

          Wanlian Securities believes that the current humanoid robot industry is at the dawn of moving from technological breakthroughs toward large-scale commercialization.            

On April 3, there was a localized surge in the robot concept sector during trading. Rongtai Co., Ltd. (605133.SH) hit the daily limit, while Wan Kai New Materials (301216.SZ), Great Wall Technology (603897.SH), Jintuo Co., Ltd. (rights protection) (300400.SZ), Nanfang Precision (rights protection) (002553.SZ), and Bosch Precision (688097.SH) also rose in tandem.

According to news, at the Siemens RXD Conference held in Beijing recently, Wang Xingxing, founder, chairman, and CEO of Unitree Technology, discussed with Roland Busch, Siemens’ global CEO, stating that in roughly the next six months, it will be possible to achieve arbitrary action generation for robots.

It is reported that a domestic, 10,000-unit-class humanoid robot automated production line jointly built by Leju Robotics and Dongfang Precision has officially been put into operation in Guangdong, marking a major breakthrough in large-scale mass production capability for humanoid robots.

In addition, on March 31, Shenzhen UIBS Technology Co., Ltd. (UIBS, 09880.HK), the “first humanoid robot stock,” released its 2025 annual performance report. For the full year, revenue was RMB 2B, up 53.3% year over year; net loss was RMB 790 million, narrowing 32% year over year; gross profit was RMB 750 million, up 101.5% year over year; R&D investment was RMB 507 million, accounting for 25.6% of revenue.

With demand for embodied intelligent humanoid robots surging across industries, UIBS has reclassified the product business structure in this annual report. Specifically, revenue from full-size embodied intelligent humanoid robots (not remote-controlled, not toys, with a height of 160 cm or above) increased 22-fold year over year to RMB 821 million, with sales of 1,079 units. Total revenue share reached 41.1%, making it UIBS’ largest revenue source.

Wanlian Securities believes that the current humanoid robot industry is at the dawn of moving from technological breakthroughs toward large-scale commercialization.

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