Humanoid Robot Industry Accelerates Rise, 26 Concept Stocks Show High Earnings Growth

Securities Times Reporter Liang Qiangang

Humanoid robots, as the physical carriers of artificial intelligence and the core form of embodied intelligence, are becoming a new focus in global technological competition.

Wei Kai, Director of the Artificial Intelligence Research Institute at China Academy of Information and Communications Technology, is confident about the development prospects of humanoid robots. He stated that objectively, the current humanoid robot industry is still in its early stages of development. Whether for B2B or B2C, they are transitioning from laboratories to training grounds and have not yet entered large-scale production and service phases. During the 14th Five-Year Plan period, the body of humanoid robots will continue to evolve, with ongoing improvements in mobility. The “brain” will make significant breakthroughs in understanding intentions and executing tasks, leading to a broader development horizon for humanoid robots.

China’s humanoid robot industry has already formed a significant scale. According to the “Global Humanoid Robot Market Analysis” published by consulting firm IDC, global shipments of humanoid robots are expected to reach approximately 18,000 units in 2025, a year-on-year increase of about 508%. Among them, Chinese manufacturers lead the market, with Yushu Technology and Zhiyuan Robotics forming a “dual leader” pattern.

Based on the rapid growth of China’s robotics industry, institutions are optimistic about the sales volume of humanoid robots in China. Morgan Stanley has raised its forecast for China’s 2026 humanoid robot sales from 14,000 units to 28,000 units. It also predicts that by 2030, China’s humanoid robot sales will reach 262,000 units, and by 2035, 2.6 million units.

The Global Research Department of Bank of America issued a report stating that by 2060, the global humanoid robot population will reach 3 billion units.

Wanlian Securities believes that the current humanoid robot industry is at the dawn of moving from technological breakthroughs to large-scale commercialization. On the supply side, the mass production schedules of overseas giants like Figure AI and Tesla are becoming clearer, while domestic manufacturers are flourishing and prices are rapidly decreasing. On the demand side, with policy and capital support, AI large models continue to inject “soul” into robots. Humanoid robots are expected to form an emerging industry, gradually shifting from B2B to B2C, with vast future market potential.

From performance data, according to Securities Times Data Treasure, by calculating based on the 2025 annual report, performance briefings, and forecasts (using the lower limit of net profit attributable to the parent company; if no lower limit is provided, the announced value is used), there are 26 humanoid robot concept stocks with a year-on-year increase of more than 30% in net profit attributable to the parent company in 2025.

Xinzhi Group ranks first in net profit growth, with the company expecting net profit attributable to the parent of 127 million to 151 million yuan in 2025, a year-on-year increase of 502.59% to 616.94%. The company’s R&D teams in Shanghai and Taizhou focus on core robot components, especially frameless torque motors and gear micro-motors. Currently, the company’s humanoid robot motor-related products are progressing smoothly and have entered delivery testing.

Other companies with high growth in net profit attributable to the parent include Shenghong Technology, Zhenghai Magnetic Materials, and Doushi Technology.

Data Treasure statistics show that since the beginning of this year, stocks such as Taijing Technology, Fulin Precision Engineering, World, Zhongkong Technology, and Gaocce have seen impressive gains, all exceeding 20%.

Recently, driven by positive industry catalysts such as the acceptance of Yushu Technology’s IPO application, the robotics industry chain has become active again. As a core component supplier, Taijing Technology has also strengthened. In response to investor questions on the interactive platform, Taijing Technology stated that the company focuses on core products such as photolithography series, automotive-grade, low-vibration active crystal oscillators, and real-time clock modules. It is increasing capacity expansion and optimizing production capacity, with production lines gradually releasing capacity.

(Edited by: Guo Jiandong)

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