WAIC Watch: Dexterous Hands Accelerate Penetration into Warehousing and Logistics, Costs Drop Below 10,000 Yuan Challenging Traditional Grippers

Industry
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Summary · why it matters

At the 2025 World Artificial Intelligence Conference, robotic dexterous hands are accelerating their penetration into industrial scenarios such as warehousing and logistics, competing head-on with traditional grippers. A source from Leju Robot noted that a single gripper costs about 3,000 yuan, while a dexterous hand sells for around 20,000 yuan per unit. The cost difference makes it difficult for dexterous hands to have a future in warehousing and logistics, and they also face issues like short service life and high maintenance costs. However, a staff member from dexterous hand manufacturer Shenji MiaoSuan said the industry is continuously reducing costs, and the price of their dexterous hands currently in operation has dropped to about 8,000 yuan per unit. Moreover, compared to grippers, dexterous hands can grasp irregular objects, such as clothing parcels. Public reports show that since the beginning of this year, domestic dexterous hand prices have plunged sharply, with the unit price falling from the early level of around 100,000 yuan to below 10,000 yuan. Companies like Joyson Electronics and Wanna Robot unveiled basic dexterous hand products at the conference, targeting industrial assembly line scenarios. Meanwhile, gripper manufacturers are also expanding application scenarios through technological iterations. The two sides are competing head-on in areas such as warehousing, logistics, and factory assembly lines, but both types of end effectors face problems like operational errors and slow movements.

Impact on stocks 1

Others · 1 stocks
Ningbo Joyson Electronic Corp
600699
± MixedCompetitionrelevance

Joyson Electronics unveiled a basic dexterous hand product at the conference, but faces competition from traditional grippers and other dexterous hand makers.

Theme Impact 2

Off-coverage companies 3

绳肌妙算Private▲ Positive
Pricingrelevance

Shenji MiaoSuan's dexterous hand price dropped to about 8,000 yuan, making them more competitive against grippers.

Shenzhen LEJU Robotics Co LtdPrivate▼ Negative
Competitionrelevance

Leju Robot's source noted that dexterous hands are too expensive and have short service life, challenging their gripper business.

万拿机器人Private± Mixed
relevance

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