Xu Xiaolan, President of the Chinese Institute of Electronics: my country's humanoid robot exports increased by 210%, accelerating their entry into industrial production lines.
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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)
Humanoid robot concept stocks bucked the trend and performed strongly; Riying Electronics hit the daily limit.
According to Mars Finance, humanoid robot concept stocks bucked the trend and performed strongly, with Riying Electronics hitting the daily limit, and Wuzhou Xinchun, Fenglong Shares, Orbbec, Siling Intelligent Drive, Lixing Shares, and Buke Shares following suit. In related news, Tesla's Optimus is reportedly accelerating mass production. A Nomura research report states that Tesla has raised its annualized production target for the Fremont Optimus Gen 3 production line from 50,000 units to approximately 70,000 units, and plans to add approximately 70,000 units of capacity in Austin by 2028, with a long-term total capacity target of 1.5 million units. (Cailian Press)
Two associations jointly issued an initiative to regulate and guide the healthy development of humanoid robots that provide emotional companionship.
According to Mars Finance, the China Humanoid Robotics 100 Association and the China Machinery Industry Federation jointly released an initiative today on regulating and guiding the development of humanoid robots for emotional companionship, advocating for the joint practice of "technology for good" and promoting the healthy development of the robotics industry. The initiative proposes that the industry should adhere to its original intention of serving human well-being, integrating safety and ethical standards into the entire process of product design, research and development, advertising, and application. It emphasizes strengthening personal information protection and building a solid defense for user privacy. It also stresses enhancing quality management, ensuring product safety, and effectively preventing risks of personal injury to users. Furthermore, it calls for focusing on key core technologies and increasing investment in basic technology research and development. The initiative promotes application based on practical application scenarios, facilitates technological iteration and upgrading, and drives improvements in product reliability and practicality through innovation. Finally, it advocates for collaboratively building an industry public platform, pooling the strengths of industry, academia, and research, and steadily enhancing the competitiveness of my country's humanoid robot industry. (CCTV)
The humanoid robot concept was active in early trading, with Shoukai Co., Ltd. hitting the daily limit.
Mars Finance reported on July 3 that humanoid robot concept stocks were active in early trading, with Shoukai Co., Ltd. hitting the daily limit, Leisai Intelligent achieving two consecutive daily limits, and Jingxing Paper, Zhongda Lide, Riying Electronics, and Wolong Electric Drive following suit. This surge is attributed to the China Securities Regulatory Commission's approval of Unitree Robotics' initial public offering (IPO) registration application on the Science and Technology Innovation Board (STAR Market). Unitree Robotics' IPO will involve a new share issuance ratio of no less than 10%, targeting a fundraising amount of 4.202 billion yuan. The funds raised will be invested in the research and development of intelligent robot models and robots, the development of new intelligent robot products, and the construction of an intelligent robot manufacturing base. (Science and Technology Treasure Broadcast)
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)
IDC released a global commercial service robot report, showing that Chinese manufacturers accounted for over 90% of shipments.
According to a report by China News Service, citing a data release from International Data Corporation (IDC) on July 7th, the global commercial service robot market reached $1.37 billion in 2025, a year-on-year increase of 35.7%, with approximately 155,000 units shipped, representing a year-on-year increase of 44.1%. Chinese manufacturers, leveraging their supply chain and AI technology innovation advantages, continued to lead the global market, accounting for over 90% of the market share among the top ten global manufacturers. In terms of sub-categories, commercial cleaning robots saw the fastest growth, with approximately 58,000 units shipped in 2025 (+83.8%), reaching a market size of over $760 million. Delivery robots remained the largest segment in terms of shipment volume, with approximately 84,000 units shipped (+30.2%). Regarding regional distribution, China maintained its position as the world's largest market with a share of approximately 38%, while Latin America saw the fastest growth with a year-on-year shipment growth rate of 84.4%. IDC predicts that global shipments of commercial service robots will reach 454,000 units by 2030, with the market size expected to grow to $3.17 billion.