Guotai Haitong: Zhiyuan & Yushu receive 1.24 billion RMB orders, accelerating the commercialization of humanoid robots.

Zhijun Robotics and Yushu Technology have won the bid for the humanoid biped robot OEM service procurement project at China Mobile Information Technology Co., Ltd. from 2025 to 2027. According to the previous bidding announcement of this project, the total budget for the project purchased by China Mobile Information Technology Co., Ltd. this time is 1.2405 billion RMB. Guotai Haitong released a research report stating that Zhijun and Yushu have significant advantages in the field of humanoid robots, with accelerated deployment of scenarios. It is recommended to pay attention to investment opportunities in the related industrial chain and the growth potential brought by technological iteration. Overall, the domestic humanoid robot industry is developing rapidly, with advantages in the industrial chain. For example, Tesla humanoid robots overseas are expected to have significant technological iteration expectations in the future, and it is recommended to focus on them.