A robot that looks more like a human has arrived. Recently, humanoid robots that can ride bicycles, make breakfast, and perform kung fu have emerged, attracting more attention. The industry believes that with the acceleration of application scenarios, the commercialization prospects of humanoid robots are promising, and they are expected to become a new intelligent terminal after personal computers, smartphones, and new energy vehicles. Humanoid robots are evolving at an astonishing pace, with flexible skin that is more human like, millisecond level interactive reactions, nimble hand movements, straight knee walking, visual understanding and cognition of the world, and multi machine collaborative work. On March 11th, Peng Zhihui, co-founder and CTO of Zhiyuan Robotics, released a video of a new robot called Lingxi X2, which can not only walk, run, spin, jump, use scooters, balance bikes, and bicycles, but also communicate with humans. On the same day, Yuejiang Technology launched the world's first "nimble operation+straight knee walking" embodied intelligent humanoid robot, which can autonomously complete actions such as making breakfast, pouring milk, arranging fruit plates, baking bread, baking bacon, and arranging breakfast plates. Throughout the process, the robot's arms and fingers are as flexible and agile as human hands. Previously, Yushu Technology released a video of Yushu G1 robot smoothly completing difficult martial arts movements such as swinging fists, spinning kicks, and turning while maintaining balance. Shenzhen Zhongqing Technology also announced the successful completion of the world's first humanoid robot front flip stunt. At present, humanoid robots have entered an accelerated development stage driven mainly by technology and supported by industry and policies. Li Junlan, Research Manager at IDC China, stated that in the context of embodied intelligence, especially with the rapid iteration of AI big model technology represented by DeepSeek, the intelligence of humanoid robots has reached a new level: lightweight multimodal big models enhance the perception ability of robots, thereby enhancing their ability to learn autonomously and make decisions and plans; At the same time, the combination of large models and interactive training of robot actions and behaviors also enhances the generalization ability of robot motion control. With the advancement of technology, humanoid robots are moving from laboratories to real life, accelerating the landing of commercial scenarios. In terms of application scenarios, multiple humanoid robot products in China have been trained in automotive production lines, logistics enterprises, and 3C digital manufacturing. Some have already been applied in industrial, underground operations, service industries, and other fields, accelerating the landing of commercial scenarios. Recently, Ubiquitous conducted the world's first multi platform, multi scenario, and multi task collaborative training of humanoid robots at the 5G smart factory of Jike Motors. The relevant person in charge of Ubiquitous told the Economic Reference News reporter that the Walker S1 robot produced by Ubiquitous has currently conducted training and testing with multiple companies such as BYD, Geely, and Foxconn. Lingbao CASBOT has also accumulated numerous partners in various fields such as industrial manufacturing, underground energy, and commercial services to explore new application boundaries for robots. The GALBOT G1 robot from Beijing Galaxy General has achieved product picking and delivery in unmanned pharmacies and supermarkets. Leju's "Kuafu" series of robots have begun to enter schools and research institutions for teaching and experimentation. With the rise of the robotics industry, there has been a significant increase in recent entrants, with major companies such as Huawei, ByteDance, BYD, Xiaomi, GAC, and Ant all stepping up their efforts in the field of embodied intelligence. In addition, on the interactive platform, multiple listed companies have stated that they have actively laid out the humanoid robot industry chain. For example, Hongxin Electronics is exclusively providing a complete set of circuit board solutions for Xiaomi's iron egg robot; Tangyuan Electric has mastered multiple key technologies and formed a series of robot product matrices; Liancheng Precision has supplied relevant component products in bulk to leading domestic industrial robot enterprises; Yachuang Electronics has established a Robot Business Unit to lay out its layout for expanding the field of humanoid robots; To promote the development of robot related businesses, Ruihu Mold has established Wuhu Ruixiang Intelligent Robot Co., Ltd. Shanghai Securities believes that the emergence of artificial intelligence companies such as DeepSeek has promoted the development of general robot models, helping humanoid robots achieve embodied intelligence, and the humanoid robot industry chain has entered the stage of "a hundred flowers blooming and a hundred schools of thought competing". At present, the entry of humanoid robots into industrial scenarios is a highly certain application trend both domestically and internationally, and the commercialization of humanoid robots is expected to take place. Open Source Securities also stated that data training (in car factories, dedicated training grounds), mining, hazardous chemicals, electricity, fire protection, etc. will become the priority landing scenarios for humanoid robots, and are expected to benefit deeply from subsequent policy support. With the continuous enrichment of commercial scenarios for humanoid robots, how humans and robots should divide and cooperate has become a hot topic in the industry. Robots can undertake more simple repetitive labor and high-risk tasks, assist humans in scenarios that require complex skills such as healthcare, and serve humans in business and home settings, while humans can focus more on tasks that require creativity, emotional investment, and complex decision-making, "said Wang Yao, a senior engineer at the Taier System Laboratory of the China Academy of Information and Communications Technology. This year's government work report proposes to "cultivate future industries such as biomanufacturing, quantum technology, embodied intelligence, 6G, etc." and "vigorously develop new generation intelligent terminals such as intelligent connected new energy vehicles, artificial intelligence smartphones and computers, intelligent robots, and intelligent manufacturing equipment. The industry believes that embodied intelligence is an important direction for future industries, and humanoid robots are the advanced form of intelligent robots and the best carrier of embodied intelligence. In the future, the positioning of humanoid robots in top-level design will become increasingly crucial. According to a research report by Wanlian Securities, the government work report mentions for the first time the "embodied intelligence" and "intelligent robot" industries, which means that more funds and policy resources will be tilted towards these fields in the future, including tax incentives, research and development subsidies, industry funds, etc. This will help reduce the industry's dependence on external technologies, enhance independent innovation capabilities, and accelerate the research and industrialization of related technologies. Some places are also stepping up the introduction of various policies to promote the implementation of embodied intelligent application scenarios. On March 3rd, the Shenzhen Science and Technology Innovation Bureau released the "Action Plan for Innovation and Industrial Development of Tailored Intelligent Robot Technology in Shenzhen (2025-2027)", proposing to cultivate more than 20 new enterprises with revenue exceeding 1 billion yuan by 2027, and achieve the landing of more than 50 billion level application scenarios; The Beijing Municipal Development and Reform Commission and four other departments recently released the "Action Plan for Beijing's Tailored Intelligent Technology Innovation and Industrial Cultivation (2025-2027)", which proposes to cultivate no less than 50 core enterprises in the upstream and downstream of the industrial chain by 2027, achieve no less than 100 large-scale applications in three major scenarios: scientific research and education, industrial commerce, and personalized services, and take the lead in mass production to exceed 10000 units. In addition, Guangdong, Shandong, Sichuan, Henan, Shanxi, Chongqing and other places have clearly listed "embodied intelligence" as one of the key tasks to be emphasized in 2025. Industry insiders believe that local governments actively introducing embodied intelligence industry plans are expected to accelerate the development of the humanoid robot industry. However, it cannot be ignored that behind the rapid development, there are still many bottlenecks to be overcome in the industrialization of humanoid robots. Wang Yao stated that the current level of intelligence of humanoid robots is still unable to achieve most unstructured tasks, and the generalization ability to complete tasks needs to be further improved. There is still a certain gap before they can truly enter many application scenarios in the industrial and service industries. At the same time, the prices of humanoid robots with practical functions and full-size products are generally high, and continuous cost control is needed. In addition, from the perspective of safety ethics, the application of humanoid robots in open scenarios such as home care requires rigorous verification to ensure sufficient safety and compliance with ethical and moral requirements. Humanoid robot manufacturers have put mass production on the agenda. In addition to technical, core component supply chain, and cost related issues, the choice of commercial landing scenarios is also an important challenge Li Junlan stated that currently, humanoid robots are mainly used in educational research, entertainment exhibitions, and other scenarios. If mass production is only for use, it will be difficult to bring actual business operation results to customers and fail to achieve large-scale application benefits. This will have a negative impact on the further development of humanoid robots.