Humanoid robots have become the new protagonists of this year's Double 11. For example, 500 humanoid robots priced at 9998 yuan, such as the "Little Bumi", sold out in two days, and the humanoid robot Booster K1 from Accelerated Evolution Company, which starts at 29900 yuan, was sold out within 20 minutes of its release. People are buying not only a machine, but also the freshness and futurism hidden in the "humanoid". Humanoid robots are no longer science fiction exhibits or toys for a few people to try out, but are the "new favorites" of the public. The affordable price, warm companionship, stable production capacity, and delivery of embodied intelligent products have moved consumers. The explosion of humanoid robots in this shopping season is an inevitable result of the combination of technology, ecology, and demand, and also announces the official opening of a trillion yuan new track. Regarding the current industry landscape, Cheng Hao, founder of Beijing Accelerated Evolution Technology Co., Ltd., told reporters: "From the perspective of the commercial delivery status of humanoid robots, there is almost no direct competition in the industry. Even if some companies have strong promotional campaigns and deep industry experience, customers will not only choose one product because of this. The entire industry is still in the embryonic stage of development, and customers are more willing to try various and different types of products. There is no single competitive choice situation of either or." The offline scene is closer to the consumer end. Recently, Beijing Heshenghui Plaza has added a high-tech check-in place - a unique robot pop-up store. The robot related products displayed in the store are dazzling, among which humanoid robots occupy the "C position" with their agile form and diverse functions, successfully attracting many consumers to stop and watch. Everyone gathered around asking about prices and trying out features, creating a strong sense of interaction. Consumer Li Ruishan is one of them. After several rounds of intense competition with the chess playing robot, he admitted that he is quite interested in this product, but due to considerations of price and functionality matching, he has decided to wait and see for a more suitable time to purchase. Wang Yang, the channel sales manager of Yizhuang Robot 4S Store, explained to reporters that previously 4S stores mainly served enterprise and government level customers, but this time they chose to open a pop-up store in Heshenghui. On the one hand, they hope to leverage the huge traffic of the "Double 11" shopping festival to promote the sales of robot products and further expand the market coverage of products; On the other hand, it is also to gain a deeper understanding of consumers' real needs and explore how technology can better integrate and change people's lives. There are two clear commercialization paths for humanoid robots in pop-up stores. Pure consumer grade, focusing on thousand yuan robot toys, balancing children's education with entertainment and emotional companionship for the public; The quasi consumer level is above 10000 yuan, capable of completing complex movements such as running, dancing, etc., supporting secondary development, and adapting to the professional needs of education and ecological development. Beijing is not the only one that has leveraged the consumption momentum of "Double 11" to layout offline stores. The reporter learned that Hubei Humanoid Robot Innovation Center also plans to open an Optical Valley AI boutique in Wuhan Optical Valley Innovation World on November 11. The COO of the center, Liu Chuanhou, introduced to reporters that this store will focus on showcasing the outstanding capabilities of Hubei humanoid robots in algorithm and interaction technology, with interactive experience as the main form. At the same time, it will also present some innovative applications of humanoid robots in real scenarios, such as making juice, coffee and other beverages by robots themselves (not made by automatic coffee machines), as well as supermarkets where humanoid robots provide services. Consumers can complete purchases through offline ordering and manufacturer delivery, forming a complete transaction loop. Offline stores are bustling with activity, and online sales performance is equally impressive. The activity data released by JD.com from October 9th to 14th shows that the transaction volume of the intelligent robot category has increased by more than 5 times year-on-year, and the enthusiasm for online consumption is no less than that of offline. Why did robot products become popular both online and offline during the "Double 11" period? Li Sen, a partner of Ruiman Intelligent Technology (Beijing) Co., Ltd., analyzed to reporters that with the arrival of the "Double 11" shopping festival, robot products have shown a trend of sales growth both online and offline channels. The core driving force of this growth lies in the breakthrough progress of big model technology, which upgrades robots from the traditional "point-to-point teaching" mode to intelligent agents with perception, decision-making, and execution capabilities. On the application side, consumers are no longer satisfied with the basic functions of robots, but pursue robots that can autonomously adapt to home or industrial scenarios, provide more efficient and convenient services, and optimize based on technologies such as big models and embodied intelligence. Robots are gradually able to provide more humanized interactive experiences and better task execution capabilities. On November 3rd, at the press conference of the 2025 China Robot Industry Development Conference, Song Xiaogang, Secretary General of the China Machinery Industry Federation and Executive Vice Chairman and Secretary General of the Robot Branch, stated that in the first three quarters of this year, the revenue of the national robot industry increased by 29.5% year-on-year; The production of industrial robots has reached 595000 units, and the production of service robots has reached 13.5 million sets, both exceeding the annual production of 2024. From the data, it can be seen that China's humanoid robot related industry has a certain scale. According to the "2025 Research Report on Humanoid Robots and Embodied Intelligence Industry", it is expected that the market size of embodied intelligence in China will reach 5.295 billion yuan (27% of the global market) by 2025, the market size of humanoid robots will reach 8.239 billion yuan (50% of the global market), and the market size of embodied intelligence will reach 103.752 billion yuan (44.6% of the global market) by 2030. Humanoid robots are becoming the core race track for capital competition. The "In depth Research and Market Investment Decision Report on China's Humanoid Robot Industry from 2025 to 2030" released by China Research Institute Puhua Industry Research Institute shows that there will be 93 investment and financing events in the field of humanoid robots in China in 2024, and a large number of enterprises will independently invest and layout, leading to a general surge in related concept stocks in the secondary market. In the first quarter of 2025, its domestic financing total will exceed 65% of the total financing for the whole year of 2024. With the help of capital, the humanoid robot industry is accelerating towards maturity. Zhang Cuixia, Chief Investment Advisor of Jufeng Investment, stated in an interview with reporters that with the strong promotion of capital, the humanoid robot industry is accelerating towards maturity. Among them, service-oriented humanoid robots are beginning to penetrate into the scene. For example, in home service scenarios, some humanoid robots can already achieve many functions such as cleaning the ground, taking care of children, chatting with the elderly, and relieving boredom. Especially in terms of providing emotional value, some AI toy products have become bestsellers this year. Although they are mostly classified as AI toys, they far exceed the scope of general toys in terms of functionality, interaction ability, and even price. Whether it is software and hardware configuration or function implementation, they are more inclined towards the robotics field, which also opens up new commercial doors for humanoid robot products in the pure consumer market. The maturity of the industry is not only reflected in the landing of terminal products, but also drives the vigorous development of the upstream industrial chain. Zhang Cuixia further stated that the product research and development process of robot terminal enterprises has indirectly driven the vigorous development of core robot component enterprises such as reducers and motors. According to the data from this year's semi annual report, the performance of upstream robot component companies is very impressive and has also received widespread favor and high attention from the capital market. At the same time, the application scope of humanoid robots is expanding from the consumer end to the industrial end. The more mature technology and lower cost have made it increasingly common in factories. Mass production of products also makes prices more affordable, upgrading user demand towards emotional companionship, and making humanoid robots a must-have for emotional interaction. It is worth noting that the explosive development of the humanoid robot industry not only relies on capital support, but also on the active catalysis of policies. In the 2025 Government Work Report, "embodied intelligence" and "intelligent robots" will be included in the scope of work. The "15th Five Year Plan" proposal also explicitly proposes "forward-looking layout of future industries" and lists "embodied intelligence" as one of the new economic growth points; In recent years, local governments have also introduced supporting policies, such as setting up special funds in Beijing, Shanghai and other places to directly support the research and industrialization projects of humanoid robot enterprises. Embodied intelligence endows humanoid robots with multimodal perception, helping them cope with complex environments. However, there are still significant shortcomings in the current industry. Li Sen, partner of Ruiman Intelligent Technology (Beijing) Co., Ltd., told reporters that there are still some shortcomings of robots in complex environments, mainly reflected in the limited generalization ability caused by insufficient data, and the failure rate of task execution has not fully reached the expected standards. Real machine data has become a "precious oil" in the era of embodied intelligence, and is the core resource for promoting breakthroughs in robot generalization ability and moving towards large-scale implementation. The year 2025 is widely regarded as the first year of robot mass production in the industry. In the future, humanoid robots, with their unique advantages of simulating human appearance and behavior, are expected to become another shining star in the consumer market after personal computers, smartphones, and new energy vehicles. Hong Tao, Vice Chairman of the China Society of Consumer Economics and Director of the Institute of Business Economics at Beijing Technology and Business University, analyzed to reporters that consumption is a process of gradually sublimating from low-level to high-level, from facial perception to ideological level. Therefore, the first year of mass production of robots is just the beginning, and there is still a long road ahead. Taking humanoid robots taking care of the elderly as an example, humanoid robots not only need to have basic functions, but also need to meet the spiritual needs of the elderly. This transition from functional to spiritual levels needs to be gradually realized with the continuous evolution of technology. Humanoid robots designed to fit human form, with their humanoid appearance and behavior that can easily integrate into various scenarios, have become a key research direction in the robotics industry. The reporter learned that although consumer grade humanoid robots currently focus on service as their selling point, they lack the ability to perform complex tasks, have inadequate technical functions in household chores, and have mechanical emotional communication, making it difficult to accurately comfort people. This has prompted consumers to put forward higher demands. Associate Professor Liu Chunsheng from Central University of Finance and Economics told reporters that overall, to promote the development of the humanoid robot industry and truly enter the consumer market, it requires collaborative efforts from multiple parties. Firstly, technology itself must continue to advance in order to enhance its intelligence and practicality. Secondly, the concept of upgradability should be integrated into product design from the beginning, allowing early users to enjoy the benefits of technological development through software and hardware iteration. Again, at the market level, enterprises need to create more value for novice consumers through rich marketing activities, user discounts, and trade in strategies. Finally, the government should also consider including humanoid robots in the scope of consumer subsidies, and form a joint effort with the industry and research and development sectors through policy support to promote industry maturity. Zhu Keli, the founding director of the National Research Institute for New Economy, stated in an interview with reporters that in order for consumer grade humanoid robots to enter ordinary people's homes, it is necessary to reduce costs, expand scenarios, innovate models, and improve the ecosystem, gradually building an industrial pattern of "low price but not low quality, single function upgrading to comprehensive services". Although this process takes time, as long as it continues to iterate around user needs, humanoid robots will eventually transform from "luxury goods" to household essentials. The "Double 11" humanoid robot carnival is still ongoing. Capital is actively entering the market, policies are continuously empowering, and technology is constantly iterating. You can boldly look forward to it. Maybe next shopping festival, these cute humanoid friends will help unpack packages, make coffee, and chat with you! （