This year, the global embodied intelligence industry chain has accelerated its development, driven by leading companies. On one hand, active investments and financing have been observed across various segments, while upstream and downstream players are actively engaging in strategic collaborations. Additionally, the sector has received frequent policy support.
Recently, major updates from top domestic humanoid robotics players have emerged, prompting some institutions to recommend new Alpha opportunities in the A-share robotics sector.
**Humanoid Robotics Industrialization Accelerates** On December 15, Zhiyuan Robotics announced it will host the National Robotics Leasing Ecosystem Summit in Shanghai on December 22, officially launching its "Qingtian Lease" platform. This move signifies the embodied intelligence unicorn's shift from pure hardware sales to an ecosystem-based leasing service model.
Zhiyuan Robotics plans to integrate resources such as financiers, manufacturers, content providers, logistics, and insurance through the "Qingtian Lease" platform, aiming to build a nationwide leasing node network. Notably, just a week earlier, the company celebrated the mass production of its 5,000th general-purpose embodied robot, the Lingxi X2, with a milestone of 10,000 units expected by mid-2025. Co-founder and CTO Peng Zhihui stated that embodied robots have transitioned from technical validation to large-scale commercial adoption.
Beyond Zhiyuan, multiple humanoid robotics firms have reported progress in orders. Songyan Power and Huichen Holdings recently signed a strategic cooperation agreement, securing a 1,000-unit order for Songyan’s new Bumi humanoid robot. The two companies also announced deeper collaboration to build an intelligent ecosystem for industry applications.
Meanwhile, Ubtech revealed a sales contract exceeding 50 million yuan with a leading domestic AI firm for its Walker S2, the world’s first self-charging industrial humanoid robot, with deliveries slated for this year.
In financing news, Yunshenchu Technology, part of the "Hangzhou Six Dragons," completed a Series C funding round exceeding 500 million yuan, led by CMB International and ChinaAMC, with participation from China Telecom, China Unicom, and others. Zhongqing Robotics also announced completing A1+ and A2 rounds after raising 1 billion yuan in Pre-A++ and A1 rounds.
**Institutions Bullish on Humanoid Robotics Prospects** IDC’s latest report forecasts China’s embodied robotics user spending to surpass $1.4 billion by 2025, soaring to $77 billion by 2030, with a 94% CAGR.
Jianghai Securities noted that the robotics sector, after recent adjustments, shows signs of stabilization and rebound, supported by order releases from domestic leaders and optimistic industry forecasts. Pacific Securities highlighted accelerating industrialization due to capital inflows, converging tech pathways, and policy backing. Guoyuan Securities projected 2025 as the breakout year for humanoid robotics, with expanding applications by 2026.
**12 Oversold Stocks Draw Institutional Attention** The A-share market lists 210 humanoid robotics concept stocks with a combined market cap of 4.90 trillion yuan. While over 90% have gained this year, 75 have retreated more than 30% from peaks.
Among these, Junchuang Tech (down 54.33%) led declines, followed by Inner Mongolia First Machinery, Fengli Intelligent, and Haonei Auto Electronics (all over 40%). Since October, 26 oversold stocks received institutional visits, with 12 attracting over 30 institutions. Wald led with 212 visits, followed by Reid (134) and Haitian Ruisheng (100).
Reid, a two-decade veteran in auto bearings, has pivoted to robotics core components, with planetary roller screw production lines and testing equipment now in place. The firm also invested 20.41% in Shanghai Aoyi Tech, forming a JV for embodied robotics R&D.
Haonei Auto Electronics, specializing in automotive sensing, collaborates with Nvidia on Thor chip-based "brains," achieving mass production of ultrasonic radar for Zhiyuan Robotics. Yian Tech is advancing amorphous alloy materials for robotics joints, with prototypes already in development for clients.
*Disclaimer: This content is for informational purposes only and does not constitute investment advice.*