Humanoid robots' holiday "activity level" hits the maximum. The list of the latest high-growth potential stocks is revealed.

During the Year of the Horse Spring Festival holiday, news in the humanoid robot sector remained active, with technological demonstrations, scene implementations, and capital progress resonating, making it one of the high-profile hard technology tracks in the holiday capital market.

Humanoid Robots Shine Bright on the Spring Festival Gala

The 2026 CCTV Spring Festival Gala provided a concentrated showcase for humanoid robots, with companies like Yushu Technology and Songyan Power participating in dance, interactive performances, and other segments. This fully demonstrated the progress of domestically produced robots in key capabilities such as motion control, bionics, interaction, fine manipulation, and swarm control, attracting significant public and market attention.

Among them, Yushu Technology completed the world’s first fully autonomous humanoid robot swarm martial arts performance, breaking through limits in high-speed movement and swarm coordination; Galaxy General Galbot focused on fine manipulation, landing in household scenarios; Magic Atom showcased multi-form robot collaboration and real-scene operation capabilities; Songyan Power’s bionic robot made its first appearance on a language program, achieving highly human-like expression.

Notably, the “Spring Festival Gala effect” boosted consumer enthusiasm. Within two hours of the gala broadcast, robot searches on JD.com increased by over 300% month-on-month, with order volume rising by 150%. According to robot rental service platform Qingtian Rental, orders during this Spring Festival increased nearly 70% compared to the previous period, with over 54% of orders related to festival scenes such as New Year greetings, temple fair lantern festivals, and shopping mall Spring Festival activities, representing a growth of over 76% month-on-month.

On the capital side, on February 23, robot foundational model company Zhijiang announced the completion of Series B funding, exceeding 1 billion yuan, with the company’s valuation officially surpassing 10 billion yuan. This marks Zhijiang’s rapid growth, having completed seven rounds of multi-hundred-million-yuan financing within half a year in 2025. The company has thus become one of the fastest-growing embodied intelligence companies globally. In market performance, the Hong Kong-listed robot concept stocks strengthened after the holiday, with leading stock Yuejiang rising nearly 18% over two days.

Industry Expected to Enter a New Chapter of 1-10

Institutions believe that the intensive activity during the Spring Festival period verified the maturity of industry technology. 2026 is seen as a critical year for mass production of humanoid robots, with core component manufacturers and integrated machine companies with scene advantages expected to continue delivering commercial value, further solidifying the sector’s growth logic.

According to Orient Securities, the robot performances at the Spring Festival Gala help stimulate public interest and confidence in robots, promoting growth in humanoid robot sales orders and the development of business models such as experience centers, rentals, and sharing. This accelerates the landing of humanoid robots in exhibition, shopping guide, home service, and companionship scenarios. Additionally, it will boost market confidence in the domestic robot industry.

The firm further pointed out that as robot companies like Yushu advance their listing processes, the domestic robot industry chain is expected to see demand growth and investment expansion, benefiting both robot body and component companies.

“Significant progress in core robot capabilities is key to the Spring Festival Gala’s resurgence and the key to robots truly moving from labs to factories,” said Dongwu Securities. They forecast that from 2021 to 2025, the robot industry chain will develop from zero to one, and by 2026, Tesla and leading domestic companies will begin large-scale mass production, opening a new chapter of 1-10. Investment focus will further narrow, with attention on top companies capable of mass production and supply chain integration.

Multiple Concept Stocks Expected to Show High Growth This Year

According to Eastmoney’s concept sector data, currently, 234 A-share stocks are involved in the humanoid robot concept, with a total market value of nearly 5.79 trillion yuan. Midea Group leads with 600.77 billion yuan, followed by Shenghong Technology, AVIC Chengfei, and Inovance Technology, each exceeding 200 billion yuan.

Since 2026, 132 humanoid robot concept stocks have seen stock price increases, accounting for over half. Excluding newly listed companies like Dianke Lantian, Kailong High-tech surged nearly double this year, with Dongyangguang, Zhongkong Technology, Tianqi Shares, Far East Shares, and Yongzhen Shares all gaining over 50% in the period.

Regarding future growth potential, more than three institutions unanimously forecast that 15 humanoid robot concept stocks could see earnings double this year. Notably, institutions predict Gaocetong’s net profit could increase over tenfold in 2026; Xinshida and Ganfeng Lithium are both expected to achieve over four times net profit growth; Yongzhen, Jingu, Wankai New Materials, and Naisi Da are all expected to see net profit increases of more than double.

Gaocetong’s 2025 net profit is forecasted to be a loss of 35-48 million yuan. Dongwu Securities’ latest research report states that the company’s main business profitability is clearly recovering, with successful verification of 50μm ultra-thin silicon wafer cutting, which is expected to benefit early in frontier applications like space photovoltaics. Relying on core technologies in grinding equipment and tungsten wire materials, the company is actively exploring the humanoid robot blue ocean market, potentially opening a second growth curve.

Xinshida is expected to turn profitable in 2025. Zheshang Securities’ early-year review notes that the company’s humanoid robot full-machine layout is accelerating from scene verification to mass production, with confidence in its scaling applications driven by Haier’s industrial scenarios.

Other companies, such as Yongzhen, have partnered with Zhiyuan Robot for mass delivery, supplying multiple core components for their main models; Jingu recently announced that its exclusive new materials like Avatar Niobium Micro Alloys have secured multiple mass production orders from leading robot companies; Wankai New Materials holds a 5.17% stake in Lingxin Qiao Shou, and its subsidiary Qingmei Zhisu recently signed a 10 million yuan procurement contract with the company.

(Source: Eastmoney Research Center)