According to media reports, the Walker S1 industrial humanoid robot from Guangdong Shenzhen UBTECH Technology Co., Ltd. has now "officially" started working at the Geely Autos ZEEKR 5G smart factory located in Ningbo, Zhejiang. The Walker S series has entered many factory training programs, and the founder of UBTECH, Zhou Jian, introduced that after more than 10 years of exploration, a new development has finally arrived, with over 500 intended Orders obtained.

Compared to the C-end home scenario, the actions on manufacturing assembly lines are more uniform. Therefore, many robot companies have chosen to have their products trained in factories as opposed to household staff. Warehouses, factories, and construction sites are currently the main application scenarios for robots. CITIC SEC research reports indicate that rapid breakthroughs in AI and core component technologies such as Electric Machine lay a solid foundation for the rapid development of the humanoid robot industry in the new era. Led by Tesla's humanoid robot Optimus, new humanoid robot products domestically and internationally have seen a "boom" since 2023, with various products offering different features. Industrial manufacturing is expected to be the first application scenario for humanoid robots, with the business services sector following behind, while the home consumer end will be the last to be applied but has the greatest potential.

According to the Financial Association's thematic database, among the related listed companies:

Miracle Automation Engineering is collaborating with UBTECH to promote the application of humanoid robots in the industrial field, and they have successfully entered the ZEEKR Autos and BYD factories to perform training tasks involving transportation.

Estun Automation's subsidiary, Estun Koozhuo, released its first-generation humanoid robot CODROID 01 at the Shanghai Industrial Expo on September 24, 2024, and is currently conducting the next round of design and small-batch industrial scenario validation, applying it along with industrial robots in smart production lines and smart factories.