Opening scene:
At the Shanghai Guojin Center shopping mall, two Yushu G1 robots dressed in Northeastern flower jackets danced to music, and the crowd surrounded them layer by layer with their phones. An aunt excitedly called and said, “Come and take a look! The robot on the Spring Festival Gala is right in the mall!” This scene is a microcosm of the robot rental frenzy in 2025- with daily rent exceeding 10000 yuan and a schedule set for three months, a wealth revolution ignited by “traffic machines” has swept across!
💰 1、 Rental income: 13 day return on investment, ushering in the era of lying down and earning
Profit recovery cycle
Spring Festival Gala identical Yushu G1: priced at 99000 yuan, with a peak daily rental fee of 15000 yuan, theoretical payback only takes 13 days! Mr. Changsharei’s purchase has been scheduled for April and his monthly income exceeds 200000 yuan.
The upgraded version of the technology is more profitable: the G1-U2 model supports secondary development, and even after customizing dance and voice interaction, the daily rent of 20000 yuan is still in short supply, with a repurchase rate of 30%.
Low cost and light asset operation
No deposit required! The lessee provides a “robot+operator” packaging service, which includes transportation, debugging, and support. Customers only need to place an order and wait for traffic collection.
Individual players can also enter: The second-hand platform has launched a “0.1% off rental robot” plan, which has a low threshold to share the billion dollar market.
🚀 2、 Scene Mining: From “Vase” to “Essential Needs”, 6 Explosive Single Races
Scenario case income growth rate
On the first day of commercial attraction, Chengdu shopping malls saw a 300% surge in foot traffic, with single event revenue increasing by 150%
Cultural tourism interaction Zhangjiajie cable car tour, Yu Garden light show guide short video exposure of 100000+7
Rental teaching in educational science schools, with a repeat purchase rate of over 50% for students practicing AI programming
Short drama shooting blogger rents video account for “man-machine cohabitation” diary, reposts over 100000+7
Hangzhou’s’ robot dog delivers medicine ‘to nursing homes for elderly care, government subsidies+long-term orders 3
Renting robots for industrial backup factories to handle tasks and reducing labor costs for quality inspection by 40%
Key to scene upgrade:
Say goodbye to the “clumsy” tag: Through open source frameworks such as NVIDIA ASAP and Shanghai Lab BeamDojo, the G1 robot can now walk balance beams, plum blossom stakes, and even simulate Kobe’s 85 shot.
Customization=High Premium: Hangzhou Zhoushan Feasible Technology develops pouring and serving tea functions for robots, doubling daily rent but still fully booked.
🌐 3、 Industry Extension: Leasing Boosts Trillion Dollar Robot Ecology
Exoskeleton Rental: New Money Tree in Scenic Spots
The rental price of exoskeleton robots in Badaling Great Wall and Mount Huangshan Scenic Area is 100 yuan/3 hours, and the orders for the Dragon Boat Festival holiday are five times higher.
Future trend: Integration of medical rehabilitation and outdoor sports scenes, rental promotes C-end education.
The first year of mass production of humanoid robots has arrived
Tesla Optimus and Ubiquitous Walker S have entered the factory, and lessors can connect with enterprises to “lease instead of test”, reducing the threshold for procurement decisions.
The production cost of Yushu H1 will be reduced by 30% (planned for 2025), and industrial inspection and logistics distribution leasing will explode.
AI brain empowers scenario fission
By integrating with big models such as DeepSeek, robots can serve as live streaming assistants, supermarket sorters, and home tutors. The rental model has shifted from “single performance” to “long-term employment”.
💡 4、 To Tenants: Attract Stability and Seize the Next Wave of Dividends
Bet on technological upgrades: Select models that support secondary development (such as G1 Edu version), self-developed voice packs, industry scripts, and build a barrier of 7.
Binding long-term scenarios: Signing annual service agreements with scenic spots, schools, and nursing homes to hedge short-term activity fluctuations.
Layout the industrial track: With the arrival of the mass production trend of humanoid robots in 2025, we will take the lead in meeting the training needs of factories and fully tap into the B-end dividends.
🔚 Final golden sentence
The rental frenzy will eventually subside, but the wave of robots integrating into human production has just begun to surge. Today we rent ‘eyeballs’, tomorrow we rent’ productivity ‘. “- Industry Observer
