7月人形机器人商业化加速

Note: The English version is provided below.

摘要

7月，中国移动1.24亿元人形机器人采购订单的落地，被智元和宇树瓜分。智元机器人中标7800万元，主要提供全尺寸人形双足机器人，用于通信设备制造、营业厅引导等场景。该订单覆盖 2025-2027 年代工服务，要求机器人具备复杂环境下的多任务交互能力，如设备巡检、客户接待等。宇树科技中标4605万元，主要提供小尺寸人形机器人、算力背包及五指灵巧手，重点应用于教育科研和轻量化工业场景。

于此同时，优必选7月中标觅亿汽车 9051.15 万元订单，成为全球最大单笔人形机器人采购，其 Walker S2 系列已进入蔚来、比亚迪生产线，承担搬运、质检、贴标等任务。

价格方面，宇树 R1版定价 3.9 万元，智元灵犀 X1 小尺寸机型定价 12.8 万元，优必选天工行者 29.9 万元，均较 2024 年降价 30%-50%。

评论

近期国内头部人形机器人企业大单频出，标志着国内人形机器人商业化进入规模化验证阶段。成本的下降得益于核心部件国产化，如行星滚柱丝杠进口替代率从 2022年的5% 提升至2024年的25%，谐波减速器成本降低40%。

未来，随着更多的应用场景落地，人形机器人在B端的成交金额和交付数量有望持续提升。随着人形机器人泛化能力的提升和成本的进一步下降，人形机器人进入C端家庭应用场景也将会加速到来。

Acceleration of Commercialization of Humanoid Robots in July

Summary
In July, China Mobile's 124 million yuan procurement order for humanoid robots was split between AgiBot and Unitree. AgiBot won a 78 million yuan bid, mainly providing full-sized humanoid biped robots for scenarios such as communication equipment manufacturing and business hall guidance. This order covers OEM services from 2025 to 2027, requiring the robots to have multi-task interaction capabilities in complex environments, such as equipment inspection and customer reception. Unitree won a 46.05 million yuan bid, mainly offering small-sized humanoid robots, computing power backpacks, and five-fingered dexterous hands, which are focused on applications in educational research and lightweight industrial scenarios.

Meanwhile, in July, UBTECH ROBOTICS won a 90.5115 million yuan order from Miyee Auto, becoming the world's largest single humanoid robot procurement. Its Walker S2 series has entered the production lines of NIO and BYD, undertaking tasks such as handling, quality inspection, and labeling.

In terms of prices, the standard version of Unitree R1 is 39,900 yuan, AgiBot Lingxi X1 small-sized model is priced at 128,000 yuan, and UBTECH Tiangong Walker is 299,000 yuan. All have seen price reductions of 30%-50% compared to 2024.

Comments
Recently, leading domestic humanoid robot enterprises have frequently secured large orders, marking that the commercialization of domestic humanoid robots has entered the stage of large-scale verification. The reduction in costs is attributed to the localization of core components. For example, the import substitution rate of planetary roller screws has increased from 5% in 2022 to 25% in 2024, and the cost of harmonic reducers has decreased by 40%.

In the future, with the implementation of more application scenarios, the transaction volume and delivery quantity of humanoid robots in the B-end are expected to continue to rise. As the generalization ability of humanoid robots improves and costs further decrease, the entry of humanoid robots into household application scenarios in the C-end will also accelerate.