Recently, according to China Mobile's procurement and bidding network, Zhiyuan Robot and Unitree Technology won the bid for the "China Mobile (Hangzhou) Information Technology Co., Ltd. (hereinafter referred to as "China Mobile (Hangzhou)") Humanoid Bipedal Robot OEM Service Procurement Project".

Specifically, this procurement package 1 is a full-size humanoid bipedal robot, with a budget of 78 million yuan (tax included), and the winning bidder is Zhiyuan Robot; Procurement package 2 is a small-size humanoid bipedal robot, a computing power backpack, and a five-fingered dexterous hand, with a budget of 46.05 million yuan (tax included), and the winning bidder is Unitree Technology.

China Mobile (Hangzhou) large-scale purchase: 124 million yuan order

First of all, let's take a look at the latest blockbuster news: the total budget of China Mobile (Hangzhou) procurement project reached 124 million yuan (including tax), which is currently the largest order for domestic humanoid robot companies.

This figure not only illustrates the strong market demand, but also shows the great potential of these robotics companies in the commercialization process.

According to the data of Qichacha, since December 2024, Zhiyuan Robot has a total of 8 winning bid transaction announcements. One of the most eye-catching is a project they recently won: Zhuhai Embodied Intelligent Application Innovation Center Data Acquisition and Exhibition Robot Procurement Project, with a winning bid amount of 12.7362 million yuan.

Zhiyuan Robot also has its own characteristics in the product matrix, with three major robot families:

Expedition: Mainly oriented to industrial intelligent manufacturing;

Genie: Focus on interactive services;

Lingxi: Covering scenarios such as commercial logistics, scientific research and education.

It is expected that by 2025, the shipment of Zhiyuan robots will reach thousands of units. This is a remarkable achievement for a start-up company.

Another company worth paying attention to is Unitree Technology. The company started earlier and has gone further in commercialization: as many as 168 winning bid announcements have been disclosed, involving amounts ranging from tens of thousands of yuan to millions of yuan; It is mainly concentrated in the fields of education, scientific research and factory inspection.

Unitree Technology started with quadruped robots and gradually expanded into the field of humanoid robots. Their representative works include:

H1: This universal humanoid robot was unveiled on the Spring Festival Gala, and the picture of twisting Yangge was impressive;

G1: A small-sized humanoid bipedal robot that quickly became popular on the Internet with its boxing and dance performances.

In addition, Unitree Technology also teased an upcoming new product - a humanoid robot with 26 degrees of freedom, which whetted the appetite of the market.

From robot dogs to general-purpose robots

First of all, let's take a look at Unitree's product line:

Consumer/scientific research grade robot dogs: suitable for individual users and scientific research institutions;

Industry-level robot dogs: mainly used in industry, security and other fields;

General Purpose Robots: Covers a wider range of application scenarios.

In addition, Unitree Technology also has some accessories products, such as:

LiDAR: for environmental perception;

Robotic arm: increase the operational flexibility of the robot;

Fitness pump: may be used for strength training in specific scenarios;

Motor Joint Module: Improve the robot's movement ability.

According to the data of the Gaogong Robot Industry Research Institute, the sales volume of Unitree Technology's robot dogs will reach a staggering 23,700 units in 2024, accounting for about 69.75% of the global market. This shows that they are already a well-deserved leader in the field of robot dogs.

Although everyone is talking about humanoid robots now, industry experts say that humanoid robots are still a certain distance away from truly entering the industrial scene "on duty", but they have shown application potential in the fields of shopping mall drainage, performance, scientific research and education.

Wang Xingxing, CEO of Unitree Technology, also has his own views on this: the ultimate goal is to let humanoid robots work in the factory, and they can also serve tea and pour water or laundry and cook in housework scenes. But he also acknowledges that it will take some time to achieve this goal. Therefore, at this stage, Unitree Technology has chosen a more down-to-earth way - to demonstrate the athletic ability of humanoid robots by dancing or participating in fighting competitions.

Versatile small-sized humanoid robot

Zhiyuan Robotics recently released their new member, the Lingxi X2, which is a small humanoid robot focused on multiple application scenarios. Wei Qiang, President of the Lingxi Business Department of Zhiyuan Robot, said: At present, the main application scenarios of Lingxi X2 include three major fields: entertainment performances, exhibition hall explanations, and scientific research and education.

Judging from the demand obtained by the company, the demand for entertainment performances and exhibition hall explanations is growing very fast, while the education field is relatively traditional.

In addition to these main application scenarios, Zhiyuan Robotics is also actively exploring new uses for Lingxi X2. One of the areas with great potential is wellness companionship.

Wei Qiang explained: "Wellness companionship is not directly into the family, but first in the elderly community to provide services for the elderly." Specifically, what can the Spirit Rhino X2 do?

Water delivery: help the elderly hand a glass of water;

Take medicine: help the elderly to get medicine;

Remind the elderly to take their medicines: Regularly remind the elderly to take their medicines on time. This is like: Lingxi X2 is not only your intelligent assistant, but also can become an intimate partner in the life of the elderly.

Health care companionship: In the elderly care community, Lingxi X2 can provide help and support for the elderly in daily life, reducing the workload of caregivers.

Lingxi X2 can not only shine in the fields of entertainment performances, exhibition hall explanations, scientific research and education, but also expand its application in health care and companionship, and gradually become a powerful assistant in the life of the elderly.

For investors, pay attention to Unitree's progress in different application scenarios, especially those with high growth potential, such as the rental market and entertainment display; At the same time, it is also important to keep an eye on the development of AI technology, as it will be the most critical factor driving the maturation of domestic robots.

Pay attention to the actual performance of Lingxi X2 in various application scenarios, especially those fields where demand is growing rapidly, such as entertainment performances and exhibition hall explanations; At the same time, it is also necessary to pay attention to the development potential of the health care companion market, which will be in increasing demand as the population ages.