Over 100x growth potential in 10 years? Humanoid robot concept overview

In the humanoid robot sector, activity picked up again on February 5th due to Jia Yueteng’s “involvement,” with Kailong Gaoke, Jinyang Precision, and Zhucheng Technology showing significant gains.

According to Yicai Global, at 7:30 a.m. Beijing time on February 5th, Faraday Future (FF) held the first product launch of its embodied intelligent robots at the National Auto Dealer Conference in Las Vegas.

By 2025, the global humanoid robot market will enter a period of rapid growth. A report titled “Global Humanoid Robot Market Analysis” released last month by IDC shows that in 2025, global shipments of humanoid robots will reach approximately 18,000 units, a year-over-year increase of about 508%. Chinese manufacturers lead the market, with Yushu Technology and Zhiyuan Robotics forming a “dual leader” pattern, with shipments in 2025 of over 5,500 units (according to Yushu Technology’s own announcement) and 5,200 units, respectively.

Data from market research firm Counterpoint Research indicates that China is already a global leader in robot applications, accounting for over 80% of the global deployment volume in 2025.

Based on the rapid development of China’s robotics industry, institutions are optimistic about the sales volume of humanoid robots in China. According to a recent report by Caixin, Morgan Stanley has raised its forecast for China’s 2026 humanoid robot sales from 14,000 units to 28,000 units. It also predicts that China’s humanoid robot sales will reach 262,000 units by 2030 and 2.6 million units by 2035. The bank forecasts that China’s humanoid robot sales in 2025 will be about 12,000 units.

Regarding individual stocks, some brokerage research reports suggest that the humanoid robot industry chain can focus on leading assemblies (LansTech, Junsheng Electronics, etc.), bearings (Wuzhou Xin Chun, Wanxiang Qianchao, etc.), structural components (Mosu Technology, Changying Precision, etc.), joint assemblies (Top Group, Sanhua Intelligent Controls, etc.), dexterous hands (Zhenyu Technology, Jundingda, etc.), planetary roller screws (Hengli Hydraulic, etc.), reducers (Longsheng Technology, etc.), lightweighting (Weike Technology, Xusheng Group, etc.), motors (Dechang Shares, Jinli Permanent Magnet, etc.), electronic skin (Riying Electronics, Daimai Shares, etc.), testing and standardization (Jizhi Shares, Shuangyuan Technology, etc.).

(Source: Oriental Wealth Research Center)