Perspectives on the Order and Delivery Capabilities of the Humanoid Robot Industry in 2025, Led by Unitree, Ubtech, and Zhipu
Since 2025, the orders in the humanoid robot industry have increased significantly, and the market's focus has gradually shifted from technological R & D to practical application and delivery capabilities. According to the observation of Caijing New Media, there is still a certain gap between the rapid growth of order data and actual implementation.
Since 2025, the orders in the humanoid robot industry have increased significantly, and the market's focus has gradually shifted from technological R & D to practical application and delivery capabilities. Based on the information revealed by major manufacturers, the current main application scenarios of domestic humanoid robots include industry, guided tours, scientific research, education, health care, etc.
Previously, many investors predicted that original equipment manufacturers with real - scenario closed - loops and delivery capabilities would be more popular among capital, while it might be more difficult for pure - concept projects to obtain capital.
According to the observation of Caijing New Media, there is still a certain gap between the rapid growth of order data and actual implementation. In the short term, with the surge in orders, limited by the supply - chain production capacity or technological maturity, the actual delivery progress may face challenges.
Some interviewees also said bluntly that mass production requires manufacturers to have commercialization capabilities and truly make humanoid robots useful. Currently, the AI intelligence level has not reached the stage of general artificial intelligence, and robots still have limitations in understanding human instructions and adapting to complex scenarios.
Multiple manufacturers have won "big orders"
So far, in the large - scale orders signed in the humanoid robot industry, UBTECH, Unitree Robotics, and Zhipu Robotics are leading.
According to the data from the New Strategy Industry Research Institute, in the first half of 2025, the number of publicly disclosed winning bids for humanoid robot projects in China exceeded 83, with a total contract value of nearly 330 million yuan. Compared with the same period last year, both the number of projects and the contract value increased. Among the 72 winning companies, UBTECH, Unitree Robotics, and Zhipu Robotics together won 60% of the total transaction value. In terms of the number of winning bids, Unitree Robotics took the lead, ranking first with 7 direct winning bids. Moreover, in many projects won by integrators, Unitree Robotics' robots were also integrated as standard equipment, becoming part of the solution.
In June this year, Unitree Robotics and Zhipu Robotics jointly won the bid for the procurement project of humanoid biped robot OEM services from 2025 - 2027 of a subsidiary of China Mobile, with a total bid package of 124 million yuan, setting a new record for the largest single - order of domestic humanoid robot enterprises at that time. Among them, procurement package 1 was for full - size humanoid biped robots, with a budget of 78 million yuan (including tax), won by Zhipu Robotics; procurement package 2 was for small - size humanoid biped robots, computing power backpacks, and five - finger dexterous hands, with a budget of 46.05 million yuan (including tax), won by Unitree Robotics.
Zhipu Robotics compared the current intelligence level of its Yuanzheng A2 to that of a 2 - year - old child. It is understood that after winning the China Mobile order, Zhipu Robotics applied the Yuanzheng A2 to enterprise halls and business halls for reception. Relying on its strong memory ability (able to remember 1000 faces and 1 million knowledge bases) and enhanced vertical domain knowledge, it can handle various professional problems. In the future, it may be extended to more scenarios such as cultural and entertainment commercial performances and health - care companionship.
It is worth noting that in addition to the above large - scale orders, small and medium - sized purchases were still the main theme in the first half of the year. Projects with a contract value of less than 1 million yuan accounted for 60%; projects with a contract value between 1 million and 10 million yuan accounted for 33%; and projects with a contract value of more than 10 million yuan accounted for 6%. Educational and scientific research institutions such as universities, scientific research institutes, and vocational colleges were still the largest purchasing group for humanoid robots.
In the second half of the year, the orders for humanoid robots in the market gradually transitioned to real - world commercial service scenarios and industrial scenarios, and large - scale industrial orders worth nearly 100 million yuan were finally achieved. On July 18, the China Tendering and Bidding Public Service Platform announced that UBTECH won the bid for a 90.5115 million yuan robot equipment procurement project from Miyi Automobile, setting a new record for the highest single - order winning amount of global humanoid robot enterprises.
"If the application implementation ability is strong, orders will come. We are not worried about the lack of orders. What we are worried about is falling behind others and being preempted. This is our real view on competition." Tan Min, the Chief Brand Officer of UBTECH, revealed to Caijing New Media that UBTECH's goal this year is to strive to deliver hundreds of humanoid robots, including 500 industrial humanoid robots. In his view, in industrial scenarios, UBTECH's humanoid robots currently have about 30% of the work efficiency of a human. It is expected to exceed 50% in early 2026 and break through 80% by the end of 2027. With infrared cameras, sensors, and autonomous battery - swapping technology, humanoid robots can operate continuously 24/7 in a dark factory.
On August 11, Zhipu Robotics also announced externally that it had reached a project cooperation worth tens of millions of yuan with Fuling Precision Industry. Nearly a hundred Yuanzheng A2 - W robots will be deployed in Fuling Precision Industry's factory. This is the first large - scale commercial signing case of an embodied robot in the domestic industrial field. It is worth noting that the Zhipu Yuanzheng A2 - W is not a biped robot but a wheeled general - purpose robot specially designed for flexible manufacturing scenarios.
In January this year, Zhipu Robotics officially announced that its 1000th mass - produced general - purpose embodied robot rolled off the production line, including 731 humanoid robots and 269 wheeled robots. Currently, the number of Zhipu Robotics' offline mass - produced robots has exceeded 2000, and the shipment volume in 2025 is expected to reach several thousand. On August 18, Zhipu Robotics' six core product lines were simultaneously launched for sale on the Zhipu Mall and JD Mall. Zhipu Robotics said that this move marks the company's full entry into a new stage of commercial implementation from the technology - intensive stage, bringing intelligent solutions covering all scenarios such as industry, services, scientific research, and culture and entertainment to global users.
As a representative of robots with a focus on intelligence, Galaxy General, which currently has a market value of 11.5 billion yuan and is also in the first echelon of the industry, obtained NVIDIA's first next - generation chip Jetson Thor specially designed for embodied intelligence in August this year, attracting the attention of the entire industry. A relevant person in charge of Galaxy General told Caijing New Media that Galaxy General will achieve a thousand - unit application implementation this year. Currently, in high - demand scenarios such as smart retail (complex environment with over 5000 SKUs in a single store) and industrial manufacturing, Galaxy General's solutions have been deployed and applied on a large scale. Currently, in multiple cities, Galaxy General has deployed more than 10 smart retail stores and has signed contracts with 100 smart retail stores to be deployed within this year. In the industrial field, Galaxy General has reached in - depth strategic cooperation with global manufacturing leading enterprises including Bosch. In June this year, the two parties established a joint venture company to focus on core scenarios such as automotive parts manufacturing.
It is worth noting that on August 7, Galaxy General, a robot company focusing on intelligence, launched the world's first city - level humanoid robot regular operation smart retail solution "Galaxy Space Capsule" in Beijing. In the next 1 - 3 years, Galaxy General will focus on core tracks such as industrial manufacturing, smart retail, medical health, and intelligent logistics.
Unitree Robotics has not disclosed its specific order volume this year. According to a research report from Kaiyuan Securities, in 2024, Unitree Robotics' humanoid robot shipment volume was about 1400 units, making it the enterprise with the highest humanoid robot shipment volume in the world. The company's founder, Wang Xingxing, said during a speech at the 2025 WRC that its G1 is probably the humanoid robot with the highest global shipment volume this year. The new humanoid robot R1 is being promoted for mass production, so the delivery time will be postponed.
Small and medium - sized manufacturers have their own advantages, with different commercialization and delivery progress
For many humanoid robot players, at this time when product order projects are emerging one after another, seizing the first - mover advantage of the new industry is crucial.
However, different scenarios have different requirements for the capabilities of humanoid robots, and there are also differences in the commercialization paths and mass - production progress of manufacturers. In scenarios with a relatively high degree of consensus such as industrial manufacturing and exhibitions, competition among different manufacturers is relatively common. At the same time, many enterprises are exploring business models for more application scenarios.
In the first half of the year, enterprises such as Songyan Power, Zhujie Power, Zhongqing Robotics, and Leju Robotics were very active. They mostly cooperated with local governments or universities to deeply cultivate regional markets and form a "small but beautiful" ecological layout. In the second half of the year, many companies focused on commercialization layouts in scenarios such as industry and retail.
"In terms of commercialization, we follow the path of starting with industry, then moving to commercial use, and finally home use." Sun Rongyi, the general manager of the Embodied Intelligence Data Center of Qianxun Intelligence, told Caijing New Media that the company's largest orders currently come from industrial scenarios, replacing humans in the production environment of new - energy power batteries. In terms of mass production, various process verifications are mainly carried out this year, and the future shipment volume is expected to be large. "As of June this year, a well - known enterprise in the new - energy power battery industry had nearly 140,000 workers globally. There is a great pressure to replace humans with machines and reduce costs and increase efficiency. Moreover, overseas labor costs are more expensive, and there is a risk of process loss. When a leading new - energy power battery manufacturer built a factory in Spain this year, it sent 1800 Chinese employees from China. In the future, there will be a strong demand for machine replacement in both domestic and overseas factories."
He said that Qianxun Intelligence has carefully selected the industrial scenarios it enters, which are truly multi - variety, small - batch, and highly flexible, suitable for embodied intelligence. "Customers basically open these scenarios to all manufacturers, and whoever can do it will get the job. Among them, customers have a series of assessment indicators, including robot stability, operation success rate, and rhythm stability."
"Currently, in industrial scenarios, the general direction is the same. It mainly depends on who can do a better job in the scenarios and deliver better." A relevant person in charge of Leju Robotics also revealed to Caijing New Media that the company's largest orders for humanoid robots also come from industrial scenarios. Currently, most of Leju Robotics' orders in industrial scenarios come from automobile factories, where the work efficiency of humanoid robots reaches nearly 50% of that of humans.
Manufacturers such as Xingdong Jiyuan and Zhujie Power are also making efforts in industrial scenarios. Currently, Xingdong Jiyuan has delivered more than 300 products, and hundreds of orders are in the process of mass production. During the 2025 World Robot Conference, Chen Jianyu, the founder and CEO of Xingdong Jiyuan, said that the company's products currently achieve more than 70% of the efficiency of humans in some real industrial scenarios and are expected to reach about 90% next year. Zhujie Power revealed that its full - size humanoid robot has completed the preparation work for mass production and will be publicly sold in the second half of this year.
Currently, Songyan Power mainly has two product lines. One is biped humanoid robots, including N2 and E1, which are mainly used for education, scientific research, and commercial exhibitions. The other is simulated humanoid robots, which are used in interactive scenarios such as guided tours and elderly care. Jiang Zheyuan, the founder of Songyan Power, revealed that this year is the first year of mass production for Songyan Power's humanoid robots. The intention orders for the two robots, N2 and E1, exceeded 2000 units within one month after participating in the Beijing Humanoid Robot Marathon, with a contract value of more than 100 million yuan. Currently, among Songyan Power's pending orders, the largest customer group comes from the education industry, and the second - largest customer group comes from the leasing or commercial performance market.
In terms of the specific mass - production progress, Songyan Power started looking for a mass - production site in May this year, moved into the production workshop in June, and achieved a batch delivery of 105 humanoid robots in July. Among them, the delivery volume of the N2 humanoid robot was 92 units, and the delivery volume of the E1 humanoid robot was 13 units. In less than two months from May to July, Songyan Power achieved a hundred - unit delivery from scratch. According to Jiang Zheyuan's roadmap, in the second half of this year, the company's biggest goal is to do a good job in robot production and delivery, turning the order value of over 100 million yuan into a confirmed revenue of over 100 million yuan. Next year, the goal is to reach a delivery volume of 10,000 units.
Sports events and the education market are the current core scenarios for accelerated evolution. Caijing New Media noticed that the company started mass - producing and delivering products in October last year. Currently, it has shipped hundreds of units, and the monthly shipment volume now exceeds 100 units, with a sales volume of more than 100 units in July. Fourier Robotics revealed that the company will follow the path of "based on health care, focusing on interaction, and serving people", mainly entering more extensive real scenarios such as medical health care, guided tour interaction, and academic research. The target delivery volume of biped humanoid robots in 2025 is 300 units.
Only by completing standardization can the industry truly explode
It is worth noting that in the face of the explosion of orders for humanoid robot products, many manufacturers and upstream supply chains were caught off guard. This year, they accelerated the expansion of production capacity to meet the needs of domestic and international markets.
When talking about the delivery pressure, Wang Chuang, the president of Zhipu's general business department, once said that customer demand will be implemented in stages, not all products will be delivered at once. Customers will pick up the goods in batches according to actual scenario needs and notify the material preparation and production cycle 45 days in advance, so it can be fully handled. In July this year, Zhao Tongyang, the founder and chairman of Zhongqing Robotics, said externally that there is indeed a shortage of supply - chain production capacity, but it will be solved within two months. He also said that after the production capacity ramps up, the company will bring another impact to the industry.
Orient Securities believes that humanoid robots on the industrial side are expected to form a commercial closed - loop earlier than in service scenarios.
Firstly, the work in the service field is highly non - standardized, requiring high understanding and generalization abilities from robots. In contrast, industrial scenarios are relatively standardized, so they are more likely to be implemented first. Secondly, in most cases, the working object of service robots is humans, and the requirements of laws and regulations will be more stringent, and more verifications are needed. While the working object in industrial scenarios is mainly objects, and the requirements will be relatively lower. Thirdly, the service field has a greater impact on employment and should be used as a supplement to human labor rather than a replacement for human labor.
In addition, industrial applications have high stickiness. Currently, the industrial application of humanoid robots is still in the exploratory stage, and there are still some differences in the industry regarding elements such as robot standards, modalities, and data models. It can be seen that in the case of industrial equipment, leading enterprises often define industry standards and gradually iterate and improve based on the understanding of data and scenarios. Leading enterprises in the field of dedicated or general - purpose industrial humanoid robots will have a first - mover advantage.
The GGII predicts that in 2025, the global sales volume of humanoid robots is expected to reach 12,400 units, with a market size of 6.339 billion yuan; by 2030, the global sales volume of humanoid robots will be close to 340,000 units, and the market size will exceed 64 billion yuan; by 2035, the global sales volume of humanoid robots will exceed 5 million units, and the market size will exceed 400 billion yuan.
Regarding the future shipment volume of humanoid robots, Wang Xingxing also said that in the next few years, the industry - wide humanoid robot shipment volume can double every year. If there are greater technological breakthroughs, it is even possible that the shipment volume will suddenly reach hundreds of thousands or even millions of units in one