On August 20, Gangzai Robotics (00370) joined hands with Guangdong Tiantai Robotics, Shandong Future Robotics, and Shandong Future Data Technology to jointly sign the world's first order agreement for 10,000 intelligent humanoid Robotics.
The Zhitong Finance App learned that on August 20, Gangzai Robotics (00370) joined hands with Guangdong Tiantai Robotics, Shandong Future Robotics, and Shandong Future Data Technology to jointly sign the world's first order agreement for 10,000 self-made intelligent humanoid Robotics. This order has set the largest scale in the humanoid Robotics industry. At the same time, the intelligent humanoid Robotics can actually be implemented and commercialized on a large scale, opening up a market example for the industry.
According to the agreement, it is expected that at least 0.01 million humanoid robots for home rehabilitation will be delivered by the end of 2026, while Gangzai Robotics will be mainly responsible for the R&D, production, and delivery of robots and the end-to-end integration of robots with the Robotics's physical intelligent cloud brain platform. At the same time, all parties to the order will advance the implementation of the project in stages, complete the development of the first-generation product prototype in 2025, achieve mass production of 0.05 million units in 2026, and increase production capacity with additional investment.
Gangzai Robotics has software and hardware advantages in the field of humanoid robots. Since March of this year, it has quickly completed the humanoid Robotics business layout by introducing the industry's unicorn Dahan as a Global Strategy partner.
In the field of intelligent ecology, its application scenarios have covered four major scenarios: property, medical care, education and commerce. In mid-June of this year, the company signed a Global Strategy cooperation agreement with four companies, Meinian Health, Abundance Life Services, Tiantong Technology, and Deutsche Bank World to begin the path of order-driven commercialization.
At the beginning of July, the company announced that it had signed an order purchase agreement with Tonghong Security for no less than 1,000 units. According to the procurement cooperation agreement, the number of self-contained intelligent security Robotics purchased in Hong Kong within two years from the date of the procurement cooperation agreement will be no less than 1,000 units, with a total contract amount of RMB 0.3 billion. This time, it has once again received huge orders, and the company will benefit from being driven by orders and continue to release performance.
In fact, embodied intelligence and humanoid robots have become Global Strategy emerging and future industries in China and the world. With national policy support, local governments have successively issued policy documents to strongly support the development of the humanoid Robotics industry. For example, the “Beijing Gushen Intelligent Technology Innovation and Industry Cultivation Action Plan (2025-2027)” issued by Beijing. Combined with the wave of AI technology applications, humanoid Robotics already have large-scale commercial conditions.
This 10,000 unit order is the largest in the world. On the one hand, it is the huge market demand generated by the large-scale commercialization of humanoid Robotics; on the other hand, it also fully demonstrates the market's recognition of Hong Kong robots. As the scale of cooperation expands and word of mouth starts, there will be more demand for companies to cooperate with the company in the future. Its “order-driven” business model will accelerate the market size growth of the industry, and the company will also be the biggest beneficiary. The efficient transformation of the business has been recognized by the Capital Markets, driving its Market Cap to increase more than 5 times during the year.
