Humanoid robots welcome their first "National Standard"; multiple concept stocks saw increased funding last week (list)

Humanoid Robots and Embodied Intelligence Standardization Annual Conference held in Beijing on February 28, where the “Humanoid Robots and Embodied Intelligence Standard System (2026 Edition)” was released.

First “National Standard” Released

Industry Continues to Accelerate

This standard system was organized by the Ministry of Industry and Information Technology’s Standardization Technical Committee for Humanoid Robots and Embodied Intelligence, involving over 120 research institutes, enterprises, and industry users in the field. It covers six parts: basic commonality, brain-like and intelligent computing, limbs and components, complete machines and systems, applications, safety, and ethics.

It is reported to be China’s first top-level standard design covering the entire industry chain and lifecycle of humanoid robots and embodied intelligence, marking a new phase of standardized development in the related industry.

Notably, last week also saw many new developments in the humanoid robot industry.

On February 25, Xpeng Motors announced at the Guangzhou High-Quality Development Conference that it will build a full-chain mass production base for humanoid robots in Tianhe District. The company also aims to become the world’s first enterprise to mass-produce high-end humanoid robots at scale by the end of 2026.

On February 26, German Chancellor Merkel led a delegation to visit Yushut Technology in Hangzhou and praised China’s humanoid robots.

On February 27, BMW Group announced the first introduction of physical AI into Europe and launched a humanoid robot pilot project at its Leipzig factory. The project aims to integrate humanoid robot technology into existing automotive mass production lines and explore more applications in battery and component manufacturing.

On March 1, at the 2026 Mobile World Congress (MWC), Honor’s first humanoid robot, Robot, made its official debut, marking Honor’s entry into the humanoid robot field. From the on-site demonstration, Robot can respond to voice commands with simple actions such as congratulating, shaking hands, dancing, and even doing somersaults.

Institutions: Industry Chain Will Face Critical Investment Opportunities from 0 to 1

According to GGII forecasts, China’s humanoid robot market size will reach nearly 38 billion yuan by 2030, with a compound annual growth rate of over 61% from 2024 to 2030. The sales volume of humanoid robots in China is expected to grow from about 4,000 units to 271,200 units.

Guojin Securities research report pointed out that 2026 is a key milestone for the realization of 0-1 in humanoid robots. Tesla is accelerating mass production, and leading domestic manufacturers are expected to see shipment volumes jump from thousands to tens of thousands of units, mainly used in secondary development, guiding, and inspection scenarios. At this stage, supply chains and technologies of leading companies will converge. The global robot “arms race” will enter a new phase.

Guohai Securities also believes that under the wave of electrification and intelligence, domestic and international humanoid robot products are emerging and iterating continuously, potentially opening a broader market than automobiles. The humanoid robot industry chain will face important investment opportunities from 0 to 1.

“Robots are moving from performance and scientific research into mass production and practical scenarios, with commercialization accelerating,” said Huajin Securities. Since many components of humanoid robots share technology with the automotive industry, it is recommended to focus on main manufacturers with both brain and hardware iteration capabilities, companies capable of industrializing humanoid robot parts, and component suppliers for power and energy parts.

Multiple Concept Stocks Attract Leverage Funds

According to Eastmoney’s concept sector data, currently, 234 stocks are involved in the humanoid robot concept, with a total market value of about 5.9 trillion yuan. Midea Group, Shenghong Technology, and AVIC Chengfei are the top three in size.

Since 2026, nearly 60% of these concept stocks have seen their stock prices rise. Besides the new stock DianKe Lantian, Kailong Gaoke’s stock price surged 1.1 times, Far East Shares and Wald increased by 86.83% and 76.84%, respectively. Dongyangguang, Zhongkong Technology, and Gaoce Shares all saw gains exceeding 50% in the period.

In terms of performance, 118 humanoid robot concept stocks disclosed 2025 performance forecasts. Among them, 63 companies are expected to see positive growth (pre-increase or profit turnaround), accounting for over half. Based on the upper limit of net profit forecasts, Huichuan Technology, Shenghong Technology, and AVIC Chengfei each are projected to have net profits over 3 billion yuan, while companies like Huisheng Electronics, Taotao Vehicle, Changying Precision, Ningbo Huaxiang, and Zhongkong Technology are expected to have net profits exceeding 500 million yuan in 2025.

Regarding funds, last week, 116 humanoid robot concept stocks received net financing inflows, with 15 stocks receiving over 100 million yuan in net financing. Shenghong Technology was the most popular, with 951 million yuan in net financing. DianKe Lantian and iFlytek were also heavily leveraged, with 430 million and 362 million yuan respectively. Shiyun Circuit, Huichuan Technology, Lansi Technology, Liyad, and Crystal Optoelectronics each received net financing over 200 million yuan.

(Source: Eastmoney Research Center)