Policy increased support for the development of humanoid robots, with 18 stocks receiving over one billion yuan in net financing.

On January 21, at the press conference of the State Council Information Office, Zhang Yunming, Deputy Minister of the Ministry of Industry and Information Technology, stated that they will continue to promote innovation and upgrade of humanoid robot technology in order to drive the development of the computing intelligence industry using humanoid robots as a small starting point. At the same time, the Ministry of Industry and Information Technology will accelerate the development of the ecosystem, strengthen the support of the National Artificial Intelligence Industry Investment Fund for humanoid robots, establish a humanoid robot open source community, release guidelines for the construction of a comprehensive standardization system for humanoid robots and embodied intelligence, and promote the global sharing of innovative achievements. In the field of humanoid robots, Chinese companies are continuously breaking through. At the recent 2026 International Consumer Electronics Show, Chinese humanoid robots performed well. According to Securities TimesData Treasure statistics, since 2026, there have been a total of 18 humanoid robot concept stocks with a net purchase amount of over 100 million yuan. Net purchase amounts of Ningde Times, Goer Holdings, Northern Rare Earth, iFlytek, Suning Group, and EVE Energy all exceed 3 billion yuan.