Humanoid robots are poised to take center stage at the 2026 Spring Festival Gala, with investors eagerly focusing on seven growth stocks in the performance sector. According to Securities Times Data Treasure, humanoid robots are expected to create a broader market space than automobiles.
As the 2026 Spring Festival Gala approaches, a “hard technology” feast is quietly unfolding. Several robotics companies have recently announced their roles as official strategic partners for intelligent transportation for the gala. Additionally, some companies’ robots have been designated as the specific embodied large model robots for the event. Preliminary industry statistics suggest that more than five companies specializing in embodied intelligence will participate, showcasing their robots collectively on the gala stage.
This collaboration of multiple brands of embodied intelligent robots at the Spring Festival Gala marks a significant “roadshow” for the transition of China’s robotics industry from the laboratory to commercialization. From an industry development perspective, Zhu Minghao, Executive Director of the China High-end Manufacturing Research Center at Beijing Jiaotong University, believes that the embodied intelligent sector, represented by humanoid robots, is moving from isolated breakthroughs to broader industrial solutions. It is gradually evolving from technology validation to large-scale commercial expansion, entering a phase of value verification and mass production.
The market outlook for the industry is equally promising. Guohai Securities indicates that humanoid robots are likely to open up a market space even larger than that of automobiles, presenting significant investment opportunities as the industry evolves from “0 to 1.” Data from IDC shows that user spending on embodied intelligent robots in China will exceed $1.4 billion by 2025 and soar to $77 billion by 2030, with an average annual growth rate of 94%. Morgan Stanley predicts that China will ship 14,000 humanoid robots in 2026, with annual shipments expected to double in the following years, reaching over one million units by 2034 and potentially 30 million units by 2041, rivaling the passenger car market size.
Among the 35 growth stocks related to humanoid robots, which have released performance forecasts, there are several promising indicators. Eight of these stocks are projected to turn a profit, including Leyard, Estun, Meidi Technology, Tianqi Co., Ltd., and Tuosida. Leyard anticipates a net profit of between 300 million and 380 million yuan for 2025, marking a turnaround from previous losses. During this reporting period, the company is initiating a new strategic cycle aimed at “embracing AI, leading visual effects, and achieving a second growth curve,” gradually building an “AI + display + cultural tourism” industrial ecosystem. The company has previously stated that its core Optitrack optical motion capture technology is applied in humanoid robots and other embodied intelligence sectors, providing a comprehensive solution from data collection and processing to simulation and real machine training.
Additionally, 27 stocks are projected to see profit increases based on last year’s earnings. Companies like Xinzhi Group, Shenghong Technology, Zhuhai Magnetic Materials, Daoshi Technology, and Ningbo Yunsheng are among those with significant profit growth. Xinzhi Group expects a net profit of between 127 million and 151 million yuan for 2025, reflecting a year-on-year growth of 502.59% to 616.94%. The company’s humanoid robot motor-related products are progressing smoothly, with products already undergoing delivery tests.
In terms of funding trends, as of February 6, seven of the 35 growth stocks in the humanoid robot sector have seen net financing purchases exceed 100 million yuan since January. These include iFlytek, Zhenyu Technology, Chaojie Co., Ltd., Obi Zhongguang-UW, Xiángyu New Materials, Green Harmonics, and Jinli Yongchang. iFlytek leads with a net purchase of 826 million yuan in January. The company offers AI services centered on multimodal perception and interaction capabilities through its iFlytek Robot Super Brain platform, with partnerships extending to over 500 intelligent robot manufacturers, including those producing humanoid, quadruped, and public service robots.
Zhenyu Technology has recorded net financing purchases of 304 million yuan since January. The company has successfully delivered small batches of linear actuators, reverse planetary roller screw drives, and precision components for robots to several leading domestic and international clients. Chaojie Co., Ltd. has also seen net financing purchases of 280 million yuan, providing various fasteners, PEEK materials, sensor bases, and high-precision machining products for the humanoid robotics sector, and has secured small batch samples and formal orders from some clients.
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