Humanoid robots are poised to unlock a market potential even larger than the automotive industry. Products from several robotics companies are scheduled to be featured in the upcoming 2026 Spring Festival Gala. As the event approaches, a showcase of advanced technology is quietly commencing. Recently, multiple robotics firms have announced their roles as official intelligent mobility strategic partners for the gala, while others have been designated as embodied AI robot providers. Preliminary industry estimates indicate that over five companies specializing in embodied intelligence will participate, with robots making a collective appearance on stage.
This multi-brand presentation of embodied intelligent robots at the gala is being viewed as a major demonstration of the Chinese robotics industry's transition from laboratory research to commercial application. From an industrial development perspective, experts believe the embodied intelligence sector, led by humanoid robots, is progressing from isolated breakthroughs to broader industry transformation, gradually moving from technical validation to large-scale commercial expansion, and is now entering a phase of value demonstration and mass production.
The market outlook for the industry is highly anticipated. Analysts point out that humanoid robots could create a market space broader than automobiles, presenting a significant 'from zero to one' investment opportunity for the supply chain. IDC data forecasts that user spending on embodied intelligent robots in China will exceed $1.4 billion in 2025, surging to $77 billion by 2030, representing a compound annual growth rate of 94%. Morgan Stanley predicts shipments of 14,000 humanoid robots in China for 2026, with numbers doubling annually in subsequent years, surpassing one million units by 2034, and potentially reaching 30 million units by 2041, approaching the scale of the passenger vehicle market.
Regarding financial performance, data from published forecasts and preliminary reports indicate that 35 humanoid robot concept stocks are expected to report year-on-year net profit growth for 2025. Eight of these stocks are forecast to turn a profit from a loss, including several prominent companies. One company expects a net profit between 300 million and 380 million yuan, a turnaround from the previous year. During the reporting period, the company initiated a new strategic cycle aimed at embracing AI and creating a industrial ecosystem. The company previously stated that its core optical motion capture technology is already applied in the embodied intelligence sector, including humanoid robots, offering integrated solutions from data collection to simulation training.
Twenty-seven concept stocks are projected to report profit growth on top of existing profitability. Among these, several companies lead in terms of net profit growth rate. One group expects its 2025 net profit to be between 127 million and 151 million yuan, representing a year-on-year increase of 502.59% to 616.94%. The company reported that development of motor-related products for humanoid robots is progressing smoothly, with relevant products already delivered for testing.
In terms of capital flows, among the 35 stocks with positive earnings forecasts, seven have seen net margin buying exceed 100 million yuan since the beginning of January. A leading company in voice technology recorded the highest net margin buying of 826 million yuan. The company provides AI services to robot manufacturers through its platform, currently collaborating with over 500 intelligent robot manufacturers, including those producing humanoid and quadruped robots. Another company involved in precision components reported net margin buying of 304 million yuan, with products like linear actuators and precision parts for robotic hands achieving small-batch deliveries to leading clients. A third company, which supplies fasteners and precision machined products for the humanoid robot sector, saw net margin buying of 280 million yuan and has secured small-batch sample and formal orders from some customers.