This coordination and planning is very important

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Humanoid robots are expected to become an industry that will become an engine of economic development after new energy vehicles. From the perspective of policymakers, the future market size and depth of the industrial chain for humanoid robots are undoubtedly very promising.

From a corporate level, starting mass production is not just a slogan.

In 2024, domestic and overseas robot companies such as Zhiyuan, Fourier, Yushu, and Agility Robotics have successively launched small-scale mass production of humanoid robots.

Of course, the most important thing is Huawei’s announcement to enter the humanoid robot track, which may greatly accelerate its commercialization.

On November 15, Huawei signed contracts with 16 companies australia whatsapp number data including Leju Robot, Zhaowei Electromechanical, Shenzhen Han's Robot, Moying Technology, Topstar, and Independent Variable Robot, and will cooperate in application scenarios. On November 19, according to media reports, Huawei has established a subsidiary in Dongguan and invested 7.2 billion yuan to build an industrial park. It plans to launch and achieve a certain scale of trial production in 2025.

In addition, Tesla plans to produce thousands of Optimus humanoid robots and conduct preliminary testing at the factory. And multiple sources of information indicate that the Tesla Optimus project is expected to receive an important version update in the near future and enter formal mass production in 2025.

From policy planning to corporate implementation, humanoid robots are entering a period of accelerated growth from the industry introduction period in 2025. At this stage of development, the penetration rate will gradually accelerate, the industry chain leader will begin to generate profits, and it will grow rapidly after the volume is increased. This also means a lot of investment opportunities.

This is somewhat similar to new energy vehicles in 2020. Prior to this, the industry had been developing continuously for more than 10 years, but the penetration rate began to explode in 2020. Therefore, the capital market has ushered in a great boom in the upper, middle and lower industrial chains, and many 10-fold stocks have appeared. I believe many people still remember them.