Key Stocks to Watch in Robotics and AI Applications

What are the Key Stocks to Watch in the Robot + AI Application Sector?

As of January 27, 2026, here are some notable stocks in the Robot + AI application sector, covering key components, complete manufacturing, and system integration:

• Green Harmonics (688017) – Core Advantage: Holds over 25% of the global market share in harmonic reducers and over 60% in China, providing essential components for products like Tesla’s Optimus and Xiaomi’s CyberOne. They possess high technical barriers and significant cost advantages. AI Integration: Enhances robotic motion precision through advanced reducer technology, integrating with AI algorithms for more accurate motion control.
• Aston (002747) – Core Advantage: A leader in the domestic industrial robot industry chain, with a 15% market share in six-axis industrial robots and over 90% autonomy in servo systems and controllers. Expected to secure orders from Tesla by 2025. AI Integration: Applies AI algorithms to robot path planning and fault diagnosis, enhancing robot intelligence.
• Zhondali De (002896) – Core Advantage: Strong technical capabilities in critical components like reducers, with products spanning industrial and service robots, collaborating with various robotics manufacturers. AI Integration: Utilizes AI to optimize reducer performance, improving power transmission efficiency and stability in robots.
• Topband Co. (002139) – Core Advantage: A leader in intelligent control electronics, with operations in robotics, smart home, and industrial automation sectors, and AI technology applied across multiple scenarios. AI Integration: Provides intelligent control systems for robots, enabling functions like autonomous navigation and obstacle avoidance, enhancing perception through AI vision.
• DaoTong Technology (688208) – Core Advantage: A global leader in automotive diagnostics and charging stations, applying AI in diagnostics and charging, and introducing “integrated ground and air cluster intelligent solutions.” AI Integration: Uses AI robots for energy and traffic inspections, achieving intelligent decision-making and path planning through AI algorithms.
• Baoxin Software (600845) – Core Advantage: A leader in industrial internet platforms, independently developing full-stack industrial robot technology, with the Turing humanoid robot applied in the steel industry. AI Integration: Optimizes production processes through AI, enabling automated loading and unloading, as well as quality inspection functions.
• Junsheng Electronics (600699) – Core Advantage: A major automotive parts manufacturer that established a subsidiary focused on embodied intelligent robots, providing essential components for global automotive companies. AI Integration: Implements AI technology in robot control systems, enhancing precision and efficiency in automotive manufacturing.
• CloudWalk Technology (688327) – Core Advantage: A provider of artificial intelligence solutions, leading in human-machine collaboration operating systems and multi-modal large model technologies, participating in the standardization of embodied intelligence. AI Integration: Offers AI algorithm support for robots, enabling intelligent perception, decision-making, and interaction capabilities.

These stocks exhibit strong technical capabilities and market competitiveness in the Robot + AI field. However, investing should be approached with careful consideration of market dynamics and the fundamentals of the companies involved.