Institution: The Process of Humanoid Robot Commercialization Accelerates
On February 19-20, the Second International Humanoid Robot Forum took place at the Biel/Bienne Innovation Park in Switzerland. Representatives from research institutions, enterprises, and the investment community from various countries gathered to discuss the industrialization of humanoid robots and the development of embodied intelligence, as well as explore trends in robot-related applications.
Open Source Securities believes that: 1) The appearance of robots during the 2026 Spring Festival Gala has significantly heightened commercialization expectations, leading to a surge in the Hong Kong stock market’s robotics sector, which has activated overall market sentiment and marked the beginning of a robotics market trend. 2) In 2025, Tesla is expected to steadily advance the iteration upgrade of its humanoid robots from Gen2.5 to Gen3 based on its established mass production framework, with large-scale production anticipated in 2026. As Tesla ramps up production, the humanoid robot sector is likely to enter a major growth phase throughout the year.
Guohai Securities suggests that under the wave of electrification and intelligence, both domestic and international humanoid robot products are continuously emerging and evolving, promising to open up broader market opportunities than the automotive sector. The humanoid robot industry chain is poised for significant investment opportunities, representing a critical shift from zero to one.
The visibility of humanoid robots during the Spring Festival Gala has accelerated their industrialization process. Companies are actively engaged in product iterations from core components to entire robots, while also quickly advancing business collaborations and application scenarios, exploring large-scale production and commercialization of humanoid robots. The humanoid robot industry may be approaching its own “ChatGPT moment”.
Editor: Wang Zhijia Proofreader: Zhu Tianting
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