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Zhielement Robotics and Yushu Technology have won the bid for the humanoid bipedal robot contract manufacturing service procurement project at China Mobile (Hangzhou) Information Technology Co., Ltd. from 2025 to 2027. According to the previous bidding announcement for this project, the total budget for the procurement project by China Mobile (Hangzhou) Information Technology Co., Ltd. is 1.2405 billion yuan (including tax). Guotai Haitong published a research report stating that Zhielement and Yushu have significant advantages in the field of humanoid robots, with the acceleration of landing scenarios. It is recommended to pay attention to investment opportunities in the relevant industrial chain and the growth potential brought by technological iterations. Overall, the domestic humanoid robot industry is developing rapidly with industrial chain advantages. Taking Tesla humanoid robots as an example, significant technological iterations are expected in the future, so it is suggested to focus on them.
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