The 2026 China (Nanjing) Embossed Intelligent Robot Industry Exhibition will be held from July 10th to 12th.
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The "2026 China Embossed Intelligence Industry Development Report" was released.
According to Mars Finance, the 2026 Shanghai International Embossed Intelligence Industry Expo (CIEI 2026), China's first professional industry exhibition focusing entirely on embodied intelligence, is currently being held at the National Exhibition and Convention Center (Shanghai). The "2026 China Embossed Intelligence Industry Development Report" was released during the expo. The report shows that the current global embodied intelligence industry landscape presents a competitive situation of "dual-core drive by China and the US, and catch-up by Europe, Japan, and South Korea." The US maintains its lead at the "brain" level of embodied intelligence due to its absolute advantages in AI basic research, large-scale model training, and venture capital. China demonstrates unique competitive advantages in the global embodied intelligence industry. On the one hand, China possesses the world's most complete robot hardware supply chain, covering all aspects of the industry chain, including motors, reducers, lead screws, sensors, and controllers, with costs only 40-60% of those in Europe and the US. On the other hand, China's rich manufacturing and service industry application scenarios provide massive training data and implementation opportunities for embodied intelligence. Simultaneously, national policies continue to strengthen, forming a systematic industry support system from the central to local levels. (Shangguan News)
CITIC Securities: Based on the inflection point of the intelligent driving industry, sub-sectors in the industrial chain such as robotaxi, intelligent driving chips, and LiDAR are all expected to benefit significantly.
According to Mars Finance, CITIC Securities points out that 2026 will be a crucial watershed moment for China's intelligent driving industry, marking a shift from a "functional competition" to "institutionalized commercialization." In 2024-2025, the intelligent driving industry primarily focused on the rapid penetration of L2+ advanced driver assistance systems, the decentralization of NOA capabilities, and level playing field competition among OEMs. By 2026, the industry landscape has clearly shifted to three parallel lines: L2 is entering a period of stringent regulation, with the industry shifting from "competing on user experience" to "competing on compliance, safety, and systems"; L3 is moving from pilot programs to limited commercialization, with responsibility boundaries, access mechanisms, and standards beginning to take shape; and L4/Robotaxi, driven by collaboration between China and the US, is entering a phase of large-scale verification, with commercialization criteria shifting from "whether it can run" to "whether it can be replicated at low cost and whether a viable single-vehicle economic model can be established." Based on this major turning point in the intelligent driving industry, specific segments of the value chain, such as robotaxi, intelligent driving chips, and LiDAR, are all expected to benefit significantly. (Cailian Press)
The humanoid robot concept is performing strongly, with Julun Intelligent hitting the daily limit.
According to Mars Finance, the humanoid robot concept stocks are performing strongly, with Julun Intelligent hitting the daily limit, followed by Wuzhou Xinchun, Tuopu Group, Green Harmonic, and Siling Intelligent Drive. In related news, on July 6th, Zhao Yunfeng, Vice Chairman and Secretary-General of the Chinese Institute of Electronics, announced that the 2026 World Robot Conference will be held from August 19th to 23rd this year at the Beiren Yichuang International Convention and Exhibition Center in the Beijing Economic-Technological Development Area. (Cailian Press)
Estun: Planning to acquire a stake in Estun Kootron, a company specializing in embodied intelligent robots.
Mars Finance reported on July 2nd that Estun announced that its stock price had deviated by more than 20% cumulatively over three consecutive trading days, constituting abnormal stock trading fluctuations. After verification, the company's production and operations are normal, and there have been no significant changes in the internal or external environment. Currently, it is planning to acquire a stake in Nanjing Estun Kootech Technology Co., Ltd. through its wholly-owned subsidiary via cash. Upon completion of the transaction, it will indirectly hold 100% of the company's equity. Estun Kootech's main business is the R&D, production, and sales of collaborative robots, embodied intelligent robots, and their core components. Its main products are collaborative robots and embodied intelligent robots with a payload of 3-35kg and their core components. Downstream applications mainly include the automotive, home appliance, 3C electronics, and food logistics industries. Advanced Manufacturing Industry Investment Fund Phase II (Limited Partnership) holds 23.2558% of the target company's equity. (Company Announcement)
China's first robotics school has arrived.
According to Mars Finance, a special opening ceremony was held in Hangzhou, Zhejiang Province, where the newly enrolled "freshmen" were a group of robots of various shapes and sizes. They come from different fields such as industry, service, security, and entertainment, and will receive systematic training at the school. Currently, humanoid robots on the market generally have flexible "bodies" and can run and jump, but most of them lack the "brain" to understand their environment, adapt to changes, and make autonomous decisions. Coming to the robotics school aims to ensure these robots not only can run and jump, but more importantly, they become "intelligent" and capable of handling tasks in complex scenarios. To this end, at the end of last year, the Robotics Research Institute of Zhejiang University, in conjunction with the Zhejiang Provincial Institute of Quality Science and leading industry companies, jointly launched the construction of the Hangzhou Robotics School. (Cailian Press)
The positive earnings forecast in the interim report signals a profit inflection point, and the humanoid robot sector is ushering in a new era of industry synergy.
On July 7th, the A-share humanoid robot sector experienced a correction after a rapid rise, with the Wind Humanoid Robot Concept Index falling 2.93% that day. Currently, the industry fundamentals are undergoing profound changes: multiple companies in the industrial chain have released preliminary earnings announcements for the first half of the year, showing improved profitability trends from core components to complete machine integration; simultaneously, leading global companies are accelerating mass production, with capacity construction and order verification entering a critical window period. Analysts believe that the humanoid robot industry is gradually shifting from the initial concept-driven phase to a new stage of capacity implementation and performance realization. Coupled with multiple factors such as the IPOs of leading companies and the accelerated commercialization of leading domestic and international manufacturers, the medium- to long-term investment logic of the sector is receiving strong support from fundamentals. The short-term correction may be a normal digestion of the previous gains by the market. With the profit inflection point approaching in each link of the industrial chain, the humanoid robot sector is expected to usher in a new development stage of resonance both domestically and internationally. (China Securities Journal)