The humanoid robot entered the first year of mass production, and the agency conducted intensive research and released the stock.
On April 9th, TrendForce released a report on the in-depth research of humanoid robots, stating that the global humanoid robot industry will enter a key period of commercialization in the second half of 2026. Chinese manufacturers are gradually clarifying their commercialization goals and scenarios, actively increasing production, and it is estimated that the production volume of the Chinese humanoid robot market in 2026 will increase by as much as 94% annually. According to Securities Times Data Bao statistics, more than 40 stocks related to humanoid robots in A-shares have been researched by institutions this year, with 35 stocks being researched by more than 10 institutions, and eleven stocks such as Sanhua Intelligent Control, UBTECH, Sheng Hong Technology, and Yihetech have been researched by over one hundred institutions. Among the 35 stocks mentioned above, Sheng Hong Technology, CITIC Guoan Information, Golden Energy Permanent Magnet, and Haopeng Technology have all achieved net profit growth of over 100% in their 2025 annual reports, while TOSDA, UBTECH, and others have turned losses into profits.
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