Recently, the first Asian store fence of Qiyuan Robot Authorized Experience Store under Shangwei Qiyuan was unveiled at Shenzhen Zhuoyue Center. At the same time, several leading domestic robotics companies such as Ubiquitous, Yushu Technology, and Yuejiang Technology are also accelerating their C-end market layout, product pre-sales, and large-scale shipments, highlighting the industry's multi-point blooming trend.

According to the relevant person in charge of Shangwei Qiyuan, the first Asian store of Shenzhen Qiyuan Robot Authorization Experience Store has entered a tense preparation stage. After completion, it will provide the public with an exclusive scene entrance for experiencing humanoid robots up close.

As an important carrier for Shangwei New Materials to layout the consumer level embodied intelligence track, Shangwei Qiyuan focuses on innovative landing in the field of personal robots, continuously expanding the application boundaries of humanoid robots in diverse scenarios such as scientific research and education, family companionship, and developer innovation. As early as 2025, Shangwei Qiyuan launched the world's first small-sized full body force controlled humanoid robot Q1, mainly targeting scenarios such as scientific research, education, and family companionship.

The relevant person in charge of Shangwei Qiyuan revealed that, except for Shenzhen, authorized experience stores in cities such as Shanghai and Xi'an are being prepared in an orderly manner. The official opening time, product pricing, and landing plan of the stores will be announced to the public in the near future.

At present, the landing pace of the domestic humanoid robot industry is significantly accelerating, and multiple leading enterprises are simultaneously focusing on channel construction, product upgrades, and market-oriented promotion.

Recently, Yushu Technology opened its first offline store at JD MALL Beijing Shuangjing, and also opened the country's first brand direct store at Yintai in88 in Wangfujing, Beijing. At the same time, it revealed that it will continue to expand its direct store network in more important cities in China in the future, further improving its offline consumer service system.

On June 2nd, the consumer grade brand "Youshi" under Ubiquitous Technology officially launched pre-sales of the full-size ultra biomimetic humanoid robot U1 series.

On June 17th, Yuejiang Technology officially announced the launch of a new generation of companion interactive AI humanoid robots designed specifically for home scenarios. This is also an important step for Yuejiang Technology to expand from the B-end industrial and commercial market to the C-end household consumer market.

The accelerated layout of domestic humanoid robots on the consumer side is driven by strong policy support. Recently, the Ministry of Industry and Information Technology and the State owned Assets Supervision and Administration Commission of the State Council officially launched the Special Action for Realistic Training of Humanoid Robots and Embodied Intelligence in 2026, which clearly proposes to condense and form more than 100 high-value application scenarios by the end of 2026, further enrich the spectrum of embodied intelligence applications, drive the formation of tens of thousands of landing capabilities, and mark a new stage of large-scale development of humanoid robots.

Analysts point out that the acceleration of large-scale commercialization of humanoid robots will drive structural changes in the upstream core component industry, especially in the core link of the value chain and industrial chain of precision reducers, which will give rise to a billion dollar incremental market.

As the core component of robot joints, precision reducers undertake key functions such as motor speed conversion, torque amplification, and precise motion control, directly determining the robot's motion accuracy, load capacity, operational stability, and overall lifespan. They are the core basic components of high-end intelligent equipment and also the most cost-effective link among the three core components of robots (reducers, servo motors, and controllers). A single six axis industrial robot requires 7.5 precision reducers, accounting for up to 35% of the total cost. With the acceleration of commercialization of humanoid robots, the demand for precision reducers in the industry is showing an exponential growth trend.

Industry data shows that global sales of precision reducers will reach approximately 3.2 billion US dollars in 2025, a year-on-year increase of 7.8%. It is expected that global sales will increase by 8.0% in 2026. The robotics industry is the core driving force for industry growth, with its sales proportion increasing from 33.6% in 2024 to 35% in 2025, and is expected to reach 46.3% by 2030. Among them, the incremental demand for humanoid robots is particularly impressive. The sales of related reducers will increase fivefold year-on-year in 2025, and it is expected to become the second largest application market for precision reducers by 2030.

The calculation data of securities firms confirms the vast incremental space of the industry. Western Securities' disassembly analysis of Tesla Optimus Gen2 shows that a single humanoid robot requires 26 precision reducers, far exceeding traditional industrial robots. According to a research report by Wanlian Securities, based on conservative expectations of an annual shipment of 500000 humanoid robots by 2030, neutral expectations of 1 million robots, and optimistic expectations of 1.5 million robots, the overall incremental market size of precision reducers will reach 12.6 billion to 28.8 billion yuan, with harmonic reducers increasing by 9 billion to 21.6 billion yuan and precision planetary reducers increasing by 3.6 billion to 7.2 billion yuan. This represents a significant increase in demand compared to traditional industrial robots.

The strong market demand drives the reshaping of the industry's production capacity supply and demand pattern. At present, the production capacity of high-end precision reducers is scarce, and the entire industry is generally facing a situation of order saturation and tight production scheduling. The delivery cycle is generally prolonged, and high-quality production capacity has become a scarce resource in the market. Industry insiders have revealed that local enterprises with high-end mass production capabilities and mature technological processes have seen a continuous doubling of order volume, and capacity expansion has become a consensus in the industry.

For a long time, the global precision reducer market has been dominated by Japanese companies, with Hamernaco and Nabotek respectively holding the high-end markets for harmonic reducers and RV reducers - the former's global market share for high-end harmonic reducers once exceeded 80%, while the latter's global market share for RV reducers exceeded 60%. The huge incremental space and supply-demand gap brought about by the outbreak of the humanoid robot industry have created historic opportunities for domestic reducer enterprises to enhance their industry competitiveness and seize global market share.

Dongwu Securities has released a research report stating that global sales of humanoid robots are expected to exceed 500000 units by 2027, corresponding to a demand for 6 million harmonic reducers. Combined with the existing demand in the traditional industrial sector, the overall market demand will reach 8.8 million units. However, by 2025, the global effective production capacity will only be 5 million units, and there may be a supply gap of over 20% in 2027.

Faced with the incremental market, overseas leaders have a conservative pace of expanding production. Hamernaco's harmonic reducer production capacity is expected to only increase to 3.47 million units per year in 2026, with limited capacity expansion and unable to cover the new demand for global humanoid robot mass production.

On the other hand, domestic enterprises have begun to seize market opportunities, promote capacity expansion, and have a significantly faster overall layout pace than overseas leaders. It is reported that Green Harmonic is continuously increasing its production capacity construction. By the end of 2025, the annual production capacity of harmonic reducers will reach 790000 units. After the new intelligent manufacturing project is put into operation, it will add 1 million units of harmonic reducers and 200000 units of electromechanical integrated products; The monthly production capacity of Laifu Harmonic has also increased from 13400 units in 2023 to 39600 units in December 2025, and plans to build new production facilities with an annual production capacity target of 800000 units.

Deep cultivation of research and development is the core support for industrial implementation. At present, Shangwei New Materials is also continuously increasing its strategic investment in embodied intelligence business. According to the first quarter financial report data of 2026, the company's overall R&D investment reached 45.8516 million yuan, a significant increase of 504.37% year-on-year. Among them, the special R&D investment in embodied intelligence business is 37.78 million yuan, focusing on core components, motion control systems, algorithm platforms, and productization capabilities.

The significant cost-effectiveness advantage further solidifies the confidence of domestic enterprises to break through. On the technical level, the performance and technical indicators of mainstream reducer products in China have approached the international top level; In terms of price, domestic products have outstanding advantages. The unit price of Hamonaco standard harmonic reducers is about 1100 to 1200 yuan, and high-end customized models can reach up to 8000 yuan. However, the unit price of similar green harmonic products is only 600 to 750 yuan. The average price of Laifu harmonic products in 2025 is about 40% to 60% of Hamonaco's. Dongwu Securities believes that with the promotion of large-scale production, the manufacturing cost of domestic reducers is expected to continue to decline, and the comprehensive competitiveness of products will be further amplified.