Humanoid Robot Industry Accelerates Rise, 26 Concept Stocks Show Strong earnings Growth

The humanoid robot, as the physical carrier of artificial intelligence and the core form of embodied intelligence, is 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 optimistic about the development prospects of humanoid robots. He stated that objectively, the humanoid robot industry is still in its early stages. Whether for B2B or B2C markets, it is transitioning from laboratories to training grounds and has not yet entered large-scale production and service phases. During the 14th Five-Year Plan period, the robots will continue to evolve, with improved mobility, and significant breakthroughs in understanding intentions and executing tasks will be achieved by the “brain.” At that time, humanoid robots will have even broader development prospects.

China’s humanoid robot industry has already formed a significant scale. According to the “Global Humanoid Robot Market Analysis” published by IDC, global shipments are expected to reach about 18,000 units in 2025, a year-on-year increase of approximately 508%. Chinese manufacturers lead the market, with UTree Technology and ZhiYuan Robotics forming a “dual leading” 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 to 28,000 units. It also predicts that sales will reach 262,000 units in 2030 and 2.6 million units in 2035.

A report from the Global Research Department of Bank of America states that by 2060, the global humanoid robot population will reach 3 billion units.

Wanlian Securities believes that the humanoid robot industry is currently 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 are continuously injecting “soul” into robots. Humanoid robots are expected to form an emerging industry, gradually shifting from B2B to B2C markets, with vast future market potential.

According to data from Securities Times Data Treasure, as of 2025, 26 humanoid robot concept stocks are expected to see net profit attributable to shareholders grow by more than 30% year-on-year based on their 2025 annual reports, performance briefings, or forecasts (if no lower limit is provided, the announced figure is used).

Xinzhi Group ranks first in net profit growth, with an expected net profit attributable to shareholders 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 micro gear motors. Currently, the company’s humanoid robot motor-related products are progressing smoothly and have entered delivery testing.

Other companies with high net profit growth include Shenghong Technology, Zhenghai Magnetic Materials, and Doushi Technology.

Data Treasure statistics show that since the beginning of the year, stocks such as Taijing Technology, Fulin Precision, World, Zhongkong Technology, and Gaoce Co., Ltd., related to humanoid robots, have all increased by more than 20%.

Recently, driven by positive industry catalysts such as the acceptance of UTree 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 lithography series, automotive-grade, low-vibration active crystal oscillators, and real-time clock modules, increasing capacity expansion investments and optimizing production capacity. Production line capacity is being released in an orderly manner.