Recent developments in the standardization of humanoid robots and embodied intelligence have taken new steps. The Ministry of Industry and Information Technology held a meeting to establish the relevant standardization technical committee. This committee will be responsible for drafting and revising industry standards across the entire supply chain, from basic common technologies, key components, and sub-assemblies to complete systems, applications, and safety.
Interestingly, the lineup of companies participating in this standardization committee is quite impressive. Traditional listed companies like UBTECH, Chery Automobile, and ZTE are naturally involved, but even more notable are leading players such as Xiaomi, Huawei, Hisense, and Xpeng Motors, who have also sent representatives. There are also specialized robotics companies like Yushu Technology and Zhiyuan Robotics, as well as industry chain enterprises like Fourier and Cloud Deep.
From a stock market perspective, UBTECH is connected to Fenglong Shares and Tianqi Shares; Yushu Technology is linked to Shoukai Shares; Zhiyuan Robotics is associated with Shangwei New Materials; and Xpeng Motors is backed by Founder Motor. Behind this push for standardization, the entire humanoid robot and embodied intelligence industry is moving toward normalization and scaling. Once standards are established, they are likely to become industry entry barriers and benchmarks for development.
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gaslight_gasfeez
· 2h ago
Wait a minute, this lineup is indeed luxurious, with Xiaomi and Huawei both coming... Feels like another prelude to a wave of industry chain hype?
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StablecoinGuardian
· 20h ago
Is this round of standardization really about regulation or just land grabbing?
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Xiaomi and Huawei are both participating, it feels like they're fighting for dominance.
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I need to pay attention to the Ubtech supply chain; Fenglong and Tianqi might have opportunities.
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Basically, the giants are setting the rules. How will latecomers play along?
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Once standards are fixed, doesn't that lock the entire track? What about room for innovation?
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Can professional players like Yushu and Zhiyuan survive in this standard game?
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Got it, this is paving the way for the industrialization of humanoid robots, similar to Tesla.
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From a stock market perspective, related targets will be hot again, old routine.
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Companies like Fourier and DeepCloud in the supply chain can also participate, indicating this ecosystem is just getting started.
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Wait, are the true beneficiaries of standardization really innovators, or are they monopolists?
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RugpullAlertOfficer
· 20h ago
Huawei and Xiaomi are both jumping into the fun, are they setting standards and establishing rules?
Once the standard is out, how many small factories will have to kneel?
Really? I need to note down this list of companies and see who goes bankrupt first.
Another round of reshuffling, with leading companies taking the big pieces and small factories sipping soup.
Is UBTech about to take off? I feel like something's not quite right.
Are all these investment institutions frantically buying up stocks? I want to get on board too.
Standardization = higher barriers = big companies dominate everything, it's that simple.
Fourier and Cloud Deep are caught in the middle, which is quite tough.
Xpeng also has a hand in humanoid robots? Are car companies all shifting their focus?
I've heard the name Yushu Technology again. Do they have such a strong background?
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ConsensusDissenter
· 20h ago
Once the standards are set in stone, it all depends on who can position themselves accurately. These big companies are each calculating their own strategies.
In the field of humanoid robots, standardization is both good and a trap. The key is whether the first-mover advantage can be transformed into bargaining power.
Huawei and Xiaomi's involvement is interesting. Do they also want a share of the pie? Or are they just supervising the rules?
In this round of standard setting, the winner was probably predetermined... It feels more like formality than substance.
The stock market folks are already thinking about how to hype concepts. But where is the real technological breakthrough?
The key question is, after the standards are set, do small companies still have a way to survive?
With so many companies in the industry chain playing together, is there a synergy or mutual restraint? It looks lively, but actually everyone is just waiting to see who drops out first.
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CryptoDouble-O-Seven
· 21h ago
Now it's all good, Huawei and Xiaomi are both getting involved, indicating that this track is really about to take off.
Once the standards are set, the reshuffle begins, and small to medium players will have a tough time.
Ubiquiti, Yushu, these early players have already been laying low; this wave is going to make a fortune.
Wait, is this about positioning or genuinely pushing the industry forward? Feels a bit too convenient.
Concept stocks in the industrial chain need to be carefully selected; not everyone can get a piece of this pie.
Standardization marks the beginning of big companies' land grabbing; I know this routine too well.
Let's see how Xiaopeng and Huawei play it; their choices will be the weather vane.
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LiquiditySurfer
· 21h ago
Standard one immediately becomes a threshold, Huawei and Xiaomi's entry really changes the game rules.
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DYORMaster
· 21h ago
Wow, Huawei and Xiaomi are both here. This time, the Standards Committee really isn't just about filling numbers...
Once the standard is released, the one who sets the rules will profit. Do you understand this principle?
We should pay close attention to the Ubtech line, and Fenglong and Tianqi can take a look...
Wait, is Xiaopeng trying to expand from cars to robots this time? Or have they been laying in wait all along?
I'm optimistic about Yushu, but I'm worried that the funding will be divided too quickly...
Don't rush into this round of standardization. Wait to see what Elon says before taking action, haha
Recent developments in the standardization of humanoid robots and embodied intelligence have taken new steps. The Ministry of Industry and Information Technology held a meeting to establish the relevant standardization technical committee. This committee will be responsible for drafting and revising industry standards across the entire supply chain, from basic common technologies, key components, and sub-assemblies to complete systems, applications, and safety.
Interestingly, the lineup of companies participating in this standardization committee is quite impressive. Traditional listed companies like UBTECH, Chery Automobile, and ZTE are naturally involved, but even more notable are leading players such as Xiaomi, Huawei, Hisense, and Xpeng Motors, who have also sent representatives. There are also specialized robotics companies like Yushu Technology and Zhiyuan Robotics, as well as industry chain enterprises like Fourier and Cloud Deep.
From a stock market perspective, UBTECH is connected to Fenglong Shares and Tianqi Shares; Yushu Technology is linked to Shoukai Shares; Zhiyuan Robotics is associated with Shangwei New Materials; and Xpeng Motors is backed by Founder Motor. Behind this push for standardization, the entire humanoid robot and embodied intelligence industry is moving toward normalization and scaling. Once standards are established, they are likely to become industry entry barriers and benchmarks for development.