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

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Human-shaped 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 humanoid robot industry is still in its early stages of development. Whether for B2B or B2C, they are moving from laboratories to training grounds and have not yet entered large-scale production and service phases. During the 14th Five-Year Plan, 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. 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, the global shipment of humanoid robots is expected to reach about 18,000 units in 2025, a year-on-year increase of approximately 508%. Among them, 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 Chinese humanoid robots. 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, sales will reach 262,000 units, and by 2035, 2.6 million units.

The Global Research Department of Bank of America Merrill Lynch released a report stating 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, policies and capital are jointly promoting growth, with AI large models continuously injecting “soul” into robots. Humanoid robots are expected to form an emerging industry, gradually shifting from B2B to B2C, with vast future market potential.

In terms of performance data, according to Securities Times Data Treasure, based on the lower limit of 2025 annual reports, performance briefings, and forecasts (or the announced figures if no lower limit is provided), there are 26 humanoid robot concept stocks with net profit attributable to the parent company expected to grow by more than 30% year-on-year in 2025.

Xinzhi Group ranks first in net profit growth, with the company expecting net profit attributable to the parent between 127 million and 151 million yuan, 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 net profit growth include Shenghong Technology, Zhenghai Magnetic Materials, and Doushi Technology (rights protection).

According to Data Treasure, since the beginning of this year, stocks such as Taijing Technology, Fulin Precision Engineering, World, Zhongkong Technology, and Gaoce Co., Ltd., related to humanoid robots, have seen impressive gains, all exceeding 20%.

Recently, driven by positive industry catalysts such as the acceptance of UTree Technology’s IPO application, the robotics supply chain has become active again. As a core component supplier, Taijing Technology has also strengthened. When responding 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.

(Source: Securities Times)