2025 03 11 The word count of this article is 2154, and the reading time is about 4 minutes Introduction In different scenarios, the industry will gradually diverge in the future. Author First Financial Qiao Xinyi
2025 03 11 The word count of this article is 2154, and the reading time is about 4 minutes Introduction In different scenarios, the industry will gradually become differentiated in the future.
2025 03 11
This article has a word count of 2154 and takes about 4 minutes to read.
Introduction In different scenarios, the industry will gradually diverge in the future.
Author First Financial Qiao Xinyi
Two new humanoid robots were launched in one day.
On March 11, Zhiyuan Robotics and Yuejiang Robotics both released their humanoid robot products. The two companies are headquartered in Shanghai and Shenzhen, respectively, and this coincidental move shows that the 2025 humanoid robot industry is evolving rapidly.
The private enterprise symposium in mid-February encouraged private enterprises to make a big splash. A robotics industry insider commented that the founder of Yu Shu Robotics to participate in the private enterprise symposium and DeepSeek’s big fire, together to promote the heating up of the humanoid robotics track.
Two companies on the new
On March 11, Zhiyuan Robotics released the humanoid robot Rhinoceros X2. In the video released, X2 demonstrated its ability to walk, run, ride a balance bike, ride a bike, and so on. In terms of hardware configuration, X2 has 28 degrees of freedom in its entire body, does not use any parallel structure, and is equipped with a cerebellar controller Xyber Edge domain controller Xyber DCU and an intelligent power management system Xyber BMS.
Half a year has passed since the release of the previous generation of X1. According to the introduction, the highlight of X2 is that it is equipped with a large model of multimodal interaction Silicon Light and Motion. The model empowers the robot with millisecond-level interaction response capabilities, enabling it to accurately determine emotional states and respond accordingly through human facial expressions and voice tones.
According to the video, the potential application goal of Linghuo X2 is to realize auspicious three guarantees, i.e., security guards, nannies and cleaning, and it is a humanoid robot that is open for family scenes.
Just the day before, Zhiyuan released the first generalized embodied base big model GO 1 and proposed the Vision Language Latent Action ViLLA architecture, which consists of the VLM multimodal big model MoE hybrid expert. According to Jiwon, the model can help robots achieve fast generalization of small samples using human video learning.
At the same time, VC Robotics announced Dobot Atom, a dexterous, knee-walking, intelligent humanoid robot capable of performing complex operational generalization tasks across multiple scenarios in collaboration with multiple machines. It is equipped with 28 upper limb degrees of freedom and end-to-end autonomous reasoning. Dexterous manipulation accuracy of 0.05mm, together with the self-developed manipulation skill model ROM 1, enables robot generalization for unstructured scenarios.
Compared to the positioning of X2 home scene, Dobot Atom is oriented to industrial scene. It is understood that Dobot Atom can enter the assembly and material preparation process in the car factory Coffee store process operation of multiple equipment, etc., in the equipment position is not fixed product multi-specification operation similarity is high, and there is a short-range narrow space through the flexibility to turn around to operate the demand for industrial business to realize the continuous repetition of the work scene.
Although X2 and Dobot Atom issued on the same day, but the positioning of the two are very different, but also seems to release a new signal to the market Robot is enriching its own product line, towards market differentiation.
The X2 is smaller in size, and from the overall interaction and companion ability shown, it is a product for education and family scenarios, sold to individual enthusiasts. A Beijing robotics company executive told the first financial reporter, according to the video content, he judged that the cost of X2 will not be too high, X2 need to be able to let people take home, for further AI training and transformation, adapted to different user needs.
In terms of design, X2 does adopt a lightweight design, modular expansion, with a complete secondary development interface, as well as pre-training model and adoption of training push one-stop program, Zhiyuan said that users can freely explore according to demand, for recreational services family companionship and other types of scenarios to create applications, to achieve humanoid robots for everyone to play.
The humanoid robot launched by Yuejiang for industrial scenarios is also based on its own advantages, utilizing the experience accumulated from the beginning of the industrial operating arm, focusing on demonstrating the ability to operate. Yuan Shuai, deputy secretary general of the Zhongguancun Internet of Things Industry Alliance, believes that industrial robots cut into the humanoid robot track can help improve the product line of enterprises. In fact, industrial robots are able to realize high-precision positioning and trajectory control in terms of motion control, and there is a great opportunity for technological compounding in hardware.
It’s starting to hit the ground running.
GGI Robotics Industry Research Institute GGI calculations show that in 2024 the global humanoid robot market size of about 1.017 billion U.S. dollars, to 2030 the global market size of humanoid robots will reach 15 billion U.S. dollars, the compound annual growth rate from 2024 to 2030 will be more than 56, the global sales of humanoid robots will grow from 1.19 million units to 605,700 units, of which the Chinese market will reach nearly 3.8 million units in 2030, the Chinese market will reach nearly 3.8 million units in 2030. In 2030, China’s market size will reach nearly 38 billion yuan, sales will grow from 0.4 million units to 27.12 million units.
The development of humanoid robots so far, the technology path of each family is also going in different directions. Unlike other industries that are just starting to develop, the technology path of humanoid robotics companies is different at the beginning, and the center of gravity that everyone is aiming for is also different. The above executives told reporters that robots for industrial scenes will place more emphasis on operational capabilities and related large models, while robots for family scenes pay more attention to the sense of interaction and emotional value, and in different scenarios, the industry will gradually move towards differentiation in the future.
The first financial reporter noted that China’s robotic dogs and humanoid robots have also begun to land in actual scenes one after another.
In March this year, according to Baotong Technology disclosure, the company and Yu Shu Yun deep and many other robotics companies have exchanged views on the application of robots in the industrial scene, to explore the application of robots in mining metal smelting cement building materials dock transfer and other scenes on the ground. In June last year, Leju Robotics and Jiangsu Hengtong jointly signed a strategic cooperation agreement to actively explore the scale application of humanoid robots in industrial scenarios 2024 At the end of the year, Chasing foraging also announced that it had reached a cooperation with humanoid robotics enterprise Magic Atom, which provided factory environments and actual process scenarios to allow its humanoid robots to carry out actual operational training.
WeChat Edit The production team’s donkey The mill pulling version
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