Emerging Technology and Application Industry Daily Report (02.10): The Explosion of the Robotics Industry

Company Updates

Shenhao Technology announced on the evening of February 10 that it has received two invention patent certificates for a “fire monitoring system’s sand box” and a “legged desert robot.”

Minth Group (00425) saw a nearly 3% increase in stock value, as institutions expressed optimism about the company’s potential growth in AI server liquid cooling and humanoid robot sectors. A report from JPMorgan highlighted Minth Group’s strong positioning in the EU electric vehicle market and attractive valuations. UBS has also raised its profit forecasts for the company from 2026 to 2030, along with increasing its mid-term profit growth rates.

Fule New Materials stated that its commercialization process for flexible sensors is accelerating, with preparations for mass production of its third-generation electronic skin products underway. The company has established a pilot production line and completed product technology upgrades, delivering thousands of tactile sensors to clients. It plans to finalize its mass production line setup in the first quarter, aiming for an annual production capacity of over ten thousand sensors. This third-generation electronic skin utilizes self-developed algorithms to achieve multi-modal perception and real-time processing and feedback. North American clients have shown interest in the product’s consistency, reliability, and lifespan, areas where the company has built significant expertise.

Technological Advancements

Hongdou Group has initiated a new round of industry breakthroughs with technology at its core, earning the annual all-domain business brand award. The group is investing in smart elderly care robots and has partnered with China Electronics Technology Group to launch AI wearable robots. Hongdou is also establishing a 5G smart factory to create an industrial internet platform and achieve smart manufacturing. Through the Douyin ecosystem, Hongdou is building a commercial closed loop to drive all-domain growth. The company is pushing for a transition from traditional productivity to new quality productivity, positioning itself as a leader in the fields of smart wearables and robotics.

Industry Trends

The ultimate form of the automobile may be robotics. This is not a joke; several automotive companies have made significant investments in this area. Tesla has announced the halt of Model S and Model X production to focus on humanoid robot manufacturing. Additionally, companies like Chery, Xpeng, Li Auto, Changan, and GAC are exploring the robotics field as a future growth point, leveraging their automotive technology for cross-industry development. However, challenges in mass production and market demand remain, requiring automotive companies to navigate technological, cost, and industrialization hurdles. This represents a critical “second curve” challenge aimed at positioning themselves in the field of “embodied intelligence” and reshaping the industry landscape.

Regional Development

Over 300 robotics companies have gathered in Beijing’s Yizhuang, with the industry chain exceeding 10 billion yuan. The area is promoting robotics technology development through competitions and the implementation of embodied intelligence social experiment plans. Yizhuang has introduced the “Ten Policies for Embodied Intelligent Robots,” providing financial subsidies and resource support. More than 40 real-world scenarios have been opened, creating a million-level data set. Furthermore, a robotics industrial park is being established to support the implementation of industrial funds and create a “1+6” industrial system. The goal is to establish 10 benchmark intelligent scenario complexes by the end of 2027 and facilitate the application of 100 vertical models, attracting 1,000 core enterprises.

Market Insights

As the Spring Festival approaches, the demand for robot rentals has surged, with rental prices significantly increasing; popular models can command daily rates of up to 8,000 yuan. Data indicates that by 2025, the number of robot rental companies in China is expected to grow by 48.1%, with the humanoid robot market projected to reach 870 billion yuan. Experts predict that the humanoid robot sector is transitioning from technological exploration to commercial application.

The 2026 Spring Festival Gala will showcase multiple brands of embodied intelligent robots, marking a significant step for China’s robotics industry from laboratory experimentation to commercialization. According to IDC data, global shipments of humanoid robots are expected to reach approximately 18,000 units by 2025, representing a year-on-year growth of around 508%, with Chinese companies occupying nine of the top ten spots. Morgan Stanley predicts that humanoid robot sales in China will increase by 133% year-on-year in 2026, reaching 28,000 units, which could bolster market confidence and promote the development of the robotics sector in A-shares.

Company Expansion

Quectel Communication has inaugurated its new global headquarters, marking a significant step in its globalization journey. The new headquarters, which began construction in May 2023 and is set for completion in December 2025, covers approximately 100,000 square meters and will integrate research laboratories, smart IoT experience centers, and employee recreational spaces. The focus will be on AI, robotics, automotive, and industrial intelligence. The new headquarters will enable the company to increase its investment in technological research and development and strengthen its global cooperation network, driving digital transformation across various industries.

Collaborative Initiatives

MediaTek, Airbus, Keysight, and ST Engineering iDirect recently signed a memorandum of understanding for 5G/6G NTN satellite communication research and development during the Space Summit 2026 in Singapore, witnessed by the Singapore Space Agency. This alliance will utilize Airbus’s LEO experimental platform to validate cutting-edge technologies and explore new application scenarios.