CT Securitie's research report points out that from the orders and listing plans of some leading robot manufacturers, companies such as Yitu Technology and Youb津 have already received a large number of orders, and the industrialization progress of humanoid robots is accelerating. In addition, CITIC Securities stated that Tesla's robot mass production process is accelerating and is paying attention to related companies in the industrial chain. In terms of market space, predictions show that by 2035, the global annual sales of humanoid robots are expected to reach 6 million units, and the market size will exceed $120 billion; in an optimistic scenario, sales could even exceed 10 million units, and the market size could reach $260 billion.
Beijing released the Action Plan for Accelerating High-Quality Development of the Olympic Center District in Beijing (2025-2027) on December 4th. The Action Plan shows that Beijing will build the world's first national humanoid robot competition and training base in the Olympic Center District, promote the infrastructure improvement of the Olympic Forest Park and the renovation project of the Olympic Tower, implement the comprehensive renovation of the dragon-shaped water system, and the upgrading project of the underground ring tunnel.
