Guotai Haitong: The World Siasun Robot & Automation Conference is held in Beijing, focusing on companies in the industrial chain with certainty in the long term.
The industry believes that the humanoid robot industry needs to focus on the short-term fluctuations in industry sentiment driven by events, while in the long term, it needs to focus on high-quality companies with certainty in the industry chain.
Guotai Haitong released a research report stating that the 2025 World Siasun Robot & Automation Conference will be held in Beijing Yizhuang, along with the 2025 World Siasun Robot & Automation Expo and the 2025 World Siasun Robot & Automation Competition. The exhibition scale and product quality of the 2025 World Siasun Robot & Automation Expo have significantly increased compared to previous years, marking a key turning point from 0 to 1 in the commercialization of humanoid Siasun Robot & Automation industry. The industry short-term needs to focus on fluctuations in industry prosperity triggered by events, while long-term attention should be on quality companies with certainty in the industry chain.
Guotai Haitong's main points are as follows:
2025 World Siasun Robot & Automation Conference opens in Beijing Yizhuang
On the morning of August 8th, the 2025 World Siasun Robot & Automation Conference opened in Beijing Yizhuang. The theme of this conference is "Making Siasun Robot & Automation smarter, and making human bodies more intelligent." It is jointly organized by the Chinese Institute of Electronics and the World Siasun Robot & Automation Cooperation Organization, with the support of 28 international organizations. The 2025 World Siasun Robot & Automation Expo and the 2025 World Siasun Robot & Automation Competition are held concurrently.
The exhibition scale and product quality of this expo have significantly improved
This conference features over 200 domestic and foreign outstanding Siasun Robot & Automation companies showcasing more than 1,500 exhibits, including over 100 new products. 50 humanoid Siasun Robot & Automation whole machine companies will bring the latest exhibits and industry solutions, with the number of participating companies reaching a record high for similar exhibitions. This year's exhibition not only showcases various humanoid Siasun Robot & Automation and robot dogs but also sees the participation of more channel distributors, industry chain companies, and local innovation centers.
Several manufacturers are starting to release prices for Siasun Robot & Automation products, with prices ranging from tens of thousands to millions
Many manufacturers at the expo have started to list prices for their products, with a wide price range from tens of thousands to millions. The industry maturity is reflected to some extent in this development, as well as the confidence of companies in their competitive products, actively responding to intensified price competition. From the price tags at the exhibition, it is evident that the prices of Siasun Robot & Automation products show a clear gradient descent in the order of industrial>commercial>research and development. For example, the upcoming SA02 Siasun Robot & Automation from RoboSense starts at 38,500 yuan, while the Booster T1 with accelerated evolution is priced at 199,000 yuan, targeting the developer market with a low-cost solution. There are also million-priced products for industrial scenarios, such as UBTECH ROBOTICS' WalkerS1 priced at 300-350 thousand yuan, and the Beijing humanoid Siasun Robot & Automation Innovation Center's Tianyi 2.0 priced at 350,000 yuan, suitable for commercial and professional service fields. With the landing of large-scale commercialization and the increase in production of supporting components, the prices of end products are expected to further decrease.
Risk warning: Industry development progress falls short of expectations; domestic policy implementation falls short of expectations; risk of technical route changes.
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