Analysis of Replacement Progress of Supcon Technology's Humanoid Robots in Automotive Welding Workshops

Based on collected information, the following analysis is provided regarding the replacement progress of Supcon Technology’s humanoid robots in automotive welding workshops:

Supcon Technology (688777.SS) has deeply expanded into the humanoid robot sector by investing in Zhejiang Humanoid Robot Innovation Center Co., Ltd.,

[1]. The innovation center has launched two generations of products:

• Navigator No.1
  : Launched in March 2024, full-size, 39 degrees of freedom, with stable long-distance walking capability
• Navigator No.2 NAVIAI
  : Launched in August 2024, full-size, 41 degrees of freedom, 1.65 meters tall, 60 kg in weight, AI computing power up to 275 Tops, single-arm load of 5 kg, operation accuracy ≤ 0.1mm[1][2]

Meanwhile, Supcon Technology has released the

, which covers multiple sub-sectors such as chlor-alkali electrolyzer inspection, belt corridors, chemical plant power rooms, finished product packaging, in-plant logistics, and warehouse automation[3].

According to the 2025 White Paper on Application Scenario Insights of Humanoid Robots,

, mainly completed by industrial robotic arms[4]. The adaptability priority of humanoid robots in automotive manufacturing scenarios is as follows:

Process	Humanoid Robot Adaptability Level	Reason
Battery Assembly	High Priority	High manual participation, relatively standardized steps
Final Assembly	High Priority	Complex processes but decomposable tasks
Stamping	Medium Priority	Some handling tasks can be replaced
Welding	Limited Applicability	Highly automated, no obvious advantages of humanoid robots
Painting	Not Applicable	Fully competent by industrial robots

Humanoid robots in automotive manufacturing mainly focus on four types of work[4][5]:

• Handling
  : Parts handling, shelving, storage; welding parts handling and positioning
• Quality Inspection
  : Incoming material inspection, welding quality inspection
• Workstation Connection
  : Cooperate with AGVs to complete the “last 10 meters” of part delivery
• Basic Assembly
  : Pre-tightening of screws, logo pasting, etc.

, as existing industrial robots can efficiently perform this work.

[1][2][3].

Supcon Technology’s robot business

(chemical, electrolysis, power, etc.), rather than automotive manufacturing. Its obtained international customer orders (such as Saudi Aramco, Mitsubishi Japan, PTTGC Thailand, Hengyuan Malaysia, SENAI Brazil) are mainly applied in [3].

Time Node	Expected Progress
2025	Humanoid robots will achieve the leap from “able to move” to “able to work”, with small-scale pilots in automotive final assembly lines
2026	Enter the critical window for large-scale replication, with an expected annual production capacity of 3,000-5,000 units
2027	Efficiency will reach approximately 80% of human labor, and large-scale job replacement will commence

• UBTECH
  : Walker S series has entered car manufacturers such as NIO, BYD, FAW-Audi, Dongfeng, and Geely, covering final assembly workshops[5]
• Agibot
  : Conducted tests in automotive welding workshops, and the “HuiSi” large model can handle some screw tightening tasks through data iteration[5]
• Tesla
  : Optimus is expected to achieve large-scale mass production in 2026

, with no public application cases landed so far. This is mainly due to:

1. Supcon Technology’s core advantage lies in
   process industry intelligence
   , not automotive manufacturing
2. The high automation of welding workshops means that humanoid robots have no obvious replacement advantages for the time being
3. The company’s strategy prioritizes focusing on scenarios with existing customer bases such as chlor-alkali, chemical, and power industries

From the overall industry perspective, humanoid robots in the automotive manufacturing field

, but the main replacement scenario will be the final assembly line rather than the welding workshop. As a highly automated link, the welding workshop will continue to be dominated by industrial robots.

---

:
[1] Guosen Securities - Research Report on Supcon Technology (688777.SH) (http://pdf.dfcfw.com/pdf/H3_AP202412161641315058_1.pdf)
[2] Securities Times - Supcon Technology: Deploys Industrial AI to Inject Industrial Soul into Humanoid Robots (https://www.stcn.com/article/detail/1849155.html)
[3] Stock Market Dynamic Analysis Weekly - Supcon Technology (688777): Optimistic about the Resonance of the Company’s Strategic Transformation and Policy Planning (https://www.gsdtfx.com/srv/lst)
[4] M2 Research - 2025 White Paper on Application Scenario Insights of Humanoid Robots (https://file.jgvogel.cn/125/upload/resources/file/614631.pdf)
[5] Jung Industrial Media - Year-End Review | 2025 Humanoid Robot Industry Achieves Leap from “Able to Move” to “Able to Work” (https://www.industrysourcing.cn/article/472864)