Humanoid Robot Industry Accelerates Rise, 26 Stocks Show Strong Earnings Growth

Securities Times Reporter Liang Qiangang

Humanoid robots (300024), 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, 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 body of humanoid robots will continue to evolve, with ongoing improvements in mobility. The “brain” will make significant leaps in understanding intentions and executing tasks. At that time, humanoid robots will have 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 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 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 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, and domestic manufacturers are flourishing with rapidly decreasing prices. 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 the performance data, according to Securities Times Data Treasure, based on the lower limit of net profit attributable to parent company in 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 a year-on-year increase of more than 30% in net profit attributable to parent in 2025.

Xinzhi Group ranks first in net profit growth, with the company expecting net profit attributable to parent between 127 million and 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 net profit growth include Shenghong Technology (300476), Zhenghai Magnetic Materials (300224), and Daoshi Technology (300409).

According to Data Treasure, since the beginning of this year, stocks such as Taijing Technology (603738), Fulin Precision Engineering (300432), World (688028), Zhongkong Technology, and Gaoce Co., Ltd., related to humanoid robots, have seen impressive gains, all exceeding 20%.

Recently, driven by 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: Zhang Yang HN080)

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