Yushu G1 humanoid robot "flies" out of the circle

This robot was purchased on a Southwest Airlines flight from Oakland to San Diego due to overweight baggage. Although it was confiscated due to battery safety issues, this incident vividly demonstrates the dual breakthrough of China's robot commercialization and global market recognition. At the same time, the national robot production data in 2025 is impressive, with a significant increase in industrial and service robot production. The localization rate of core components for humanoid robots exceeds 70%, and costs have achieved a cliff like decline. China's robot industry is entering a golden period of explosive growth.

1、 G1 robot goes on business trip to the United States, becoming a benchmark for commercialization in the world

The "flying" incident of Yushu Technology G1 humanoid robot is a landmark scene of China's high-end robot commercialization going global. This robot, which is 1.2 meters tall and weighs 31.75 kilograms, was used for commercial performances by a leasing company in the United States. Due to the overweight transport box, it could not be checked in. The staff purchased a window seat for it and boarded the plane like an ordinary passenger. Although the flight was delayed by 62 minutes due to the confiscation of its 453.6Wh lithium battery, which far exceeded the aviation's 100Wh limit, the overseas commercial value of Chinese robots reflected behind the incident has attracted much attention.

In recent years, Yushu Technology has shown strong performance in overseas markets, with overseas revenue accounting for over 55% for three consecutive years from 2022 to 2024, reaching a peak of nearly 60%. Although it has fallen to 39.2% in the first three quarters of 2025, the absolute value of overseas revenue continues to grow, and the foundation of globalization is solid. The G1 robot's "business trip to the United States" is a microcosm of its overseas commercialization. Currently, Yushu Robot has been widely used in commercial performances, industrial inspections, emergency rescue and other scenarios, leading the global shipment volume and becoming a benchmark enterprise for Chinese robots going global.

2、 By 2025, there will be a significant increase in production and the industrial scale will reach a new level

At the same time as the enterprise's impressive overseas expansion, the overall output of China's robotics industry has achieved explosive growth, and 2025 has become a key turning point for industrial development. Data shows that by 2025, the national production of industrial robots will reach 482000 units, a year-on-year increase of 35%; The production of service robots increased by 41% year-on-year, and the production of both types of robots reached a historic high, demonstrating the strong development momentum of the industry.

The surge in production is driven by both technological breakthroughs and market demand. The intelligent transformation of the manufacturing industry is accelerating, and the penetration rate of industrial robots in fields such as automobiles, new energy, and semiconductors continues to increase; Service robots are rapidly landing in education, healthcare, elderly care, logistics and other scenarios, with a comprehensive outbreak of demand. At the same time, the field of humanoid robots has emerged as a new force. By 2025, there will be over 140 humanoid robot complete machine enterprises in China, with over 330 products released, and the industrial ecosystem becoming increasingly perfect.

3、 Core technology is independently controllable, with breakthroughs in both localization and cost

The outbreak of China's robotics industry cannot be separated from the independent controllability of core technologies and a significant reduction in costs. At present, the localization rate of core components of humanoid robots has exceeded 70%. Key components such as servo motors, reducers, and controllers have been independently developed and produced, breaking the overseas monopoly and significantly enhancing the independent controllability of the industrial chain.

Technological breakthroughs have led to a sharp decline in costs, with the cost of humanoid robots dropping from millions in the early years to 100000 yuan, significantly improving cost-effectiveness and laying the foundation for large-scale commercial use. Enterprises represented by Yushu Technology continuously reduce product costs, improve performance, and promote the transition of humanoid robots from the laboratory to the mass market through technological iteration and mass production optimization. The combination of cost reduction and performance improvement has made domestic robots highly competitive in the global market, with continuous growth in export volume. In 2025, the export of industrial robots will increase by 48.7%, achieving net exports for the first time.