Thundersoft: No Plans for Humanoid Robot Bodies, Focus on AIOS

On September 10, Thundersoft (300496.SZ) said on an investor interaction platform that it currently has no plans to build humanoid robot bodies. The company instead emphasized its focus on AIOS and intelligent agents, saying its combined capabilities in these areas can help robots become AI carriers in the physical world.

The statement draws a clear boundary: Thundersoft will not compete in humanoid hardware bodies, but will provide the software and agent layer for embodied intelligence. By concentrating on operating systems and AI agents, the company aims to serve robot makers and connect AI models with real-world machines. The response also signals how listed Chinese tech firms are positioning themselves in the humanoid robot supply chain, often choosing software platforms over costly hardware manufacturing. That approach could make it an enabler rather than a body maker.