Robots Take Center Stage at Spring Festival Gala: A Look at Key Concept Stocks and the Next Industry Leader

Robots Take Center Stage at the Spring Festival Gala: A Look at Related Stocks! Who Will be the Next “Yuzhu”?

On February 16, 2026, the Spring Festival Gala featured an impressive line-up of robotic companies such as Magic Atom, Galaxy General, Yuzhu Technology, and Songyan Power. This event also highlighted the participation of robots in various regional gala performances.

This technology-driven showcase is more than just a visual spectacle; it serves as a window into the pulse of the embodied intelligence industry, reflecting the market’s interest in this emerging field. As robots transition from laboratories and factories to the forefront of family reunions on screens, they are supported by a network of publicly listed companies working together in the ecosystem.

Many companies have already established strategic investments in key players within the robotic sector, while others are deeply integrated as core suppliers or strategic partners. However, the question remains: Will this gala ignite a new cycle for the industry like Yuzhu Technology did in 2025? The reality behind the glitzy gala stage may be more cautious than optimistic.

Feedback from leading enterprises reveals a more prudent outlook beyond the optimistic expectations. Several publicly listed companies considered “concept stocks” admitted that their related businesses are still in the stages of market exploration, prototyping, or small-scale orders, contributing minimally to current performance.

Capitalizing on the Robot Gala: A Closer Look at Related Stocks

Xilian Integrated (688469.SH) has a CVC (Corporate Venture Capital) platform that participated in a strategic financing round for Magic Atom in 2025, establishing a strategic partnership. The company primarily provides one-stop chip system OEM services, with its VCSEL (Vertical-Cavity Surface-Emitting Laser) light sources and scanning mirrors for robotic applications already in mass production. Additionally, its miniaturized drive modules for robotic dexterous hands have been designated for production by leading domestic companies and are expected to enter mass production in the first quarter of 2026.

Xiasha Precision (001306.SZ) also mentioned Magic Atom in its 2024 annual report and 2025 semi-annual report, referring to it as a new customer with potential for business development. The company has developed a product range in humanoid robot components, including precision gears, reducers, and planetary roller screw products. It has already supplied precision gears and reducers to several well-known robot companies both domestically and internationally, while screw products are currently in the prototyping and small-batch order phase.

Tianqi Co., Ltd. (002009.SZ) formed a joint venture, Wuxi Tianqi Galaxy Robot Co., Ltd., with Galaxy General in May 2025. Each party holds a 50% stake, focusing on advancing the application of embodied intelligence robots in sectors such as automotive manufacturing and new energy batteries. In December of the same year, Tianqi participated in Galaxy General’s financing, acquiring up to 0.38% equity.

Junyi Digital (301172.SZ) has also established a dual relationship with Galaxy General, investing in equity through an industrial fund, and recently signing a Channel Partner Cooperation Agreement to establish deep agency cooperation in four specific vertical industries: pipeline networks, cultural tourism, education, and data centers. Junyi Digital will act as a primary partner for marketing and sales of relevant robotic products in these sectors.

Shoucheng Holdings (00697.HK) is a significant industrial investor in Songyan Power, having led its financing in 2024 and continued to provide support in subsequent rounds. According to Shoucheng’s official WeChat account, the company has a long-standing focus on the robotics industry and has invested in dozens of core enterprises, including Songyan Power, Yuzhu Technology, Galaxy General, and others.

In November 2025, Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power, aiming to build a collaborative system covering the entire chain from R&D to production and market. In December 2025, Huichen Co., Ltd. (688500.SH) reached a strategic cooperation agreement with Songyan Power, resulting in a signed order for 1,000 units of a new humanoid robot model and the announcement of further in-depth business collaboration.

Many listed companies also announced business interactions with Yuzhu Technology. Weilan Lithium Core (002245.SZ) serves as a key lithium battery supplier for Yuzhu; products from Nasda (002180.SZ) and Xinjieneng (605111.SH) are shipped in bulk to Yuzhu. Baotong Technology (300031.SZ) signed a cooperation agreement with Yuzhu for secondary development of industrial robots, while Digital China (000034.SZ) has partnered with Yuzhu and several leading companies in the industry to create solutions for specific scenarios like inspections and security.

Will the Robot Gala Spark a New Wave?

In January 2025, Yuzhu Technology captivated audiences with a humanoid robot dance performance at the Spring Festival Gala, significantly boosting the robot industry, which flourished in the following year. Whether this year’s robot showcase can reignite a similar wave of interest remains uncertain.

Recently, a reporter from Daily Economic News contacted several listed companies to gain insights into industry expectations. Hongchang Technology (301008.SZ) has a stake in Hangzhou Liangzhi Joint Technology Co., Ltd., which develops and produces harmonic reducers, planetary reducers, and harmonic modules. Major clients include Zhujidi Power, Yuzhu, Lingbao, Stardust Intelligent, and others, with ongoing connections to high-quality domestic and international clients. In February 2026, Hongchang announced plans to increase its stake in Liangzhi to gain controlling interest.

Regarding the development of humanoid robotics, Hongchang noted that Liangzhi is still in the startup phase, with a relatively small scale and risks related to client expansion. Due to client R&D cycles and mass production timelines, current orders and signed agreements remain limited.

Xiasha Precision expressed that growth expectations for robotics-related businesses depend significantly on market demand. They believe the current clients are still in the prototyping and small-batch order stages, and the impact of the Spring Festival Gala on the robot market will not lead to a significant short-term increase as the market volume has not yet materialized.

Junsen Electronics (600699.SH) has extended its core automotive parts business strategy to include embodied intelligence robots, with major clients including leading overseas and domestic robotic companies. However, related business remains in its early inception stage, accounting for less than 0.1% of revenue. A company representative acknowledged that while the gala promotes a positive image for robotics, the industry is still exploring, and the core participants’ technology paths have yet to converge.

On January 27, 2026, Tianqi Co., Ltd. announced that its joint venture Tianqi Galaxy has commenced work on applying embodied intelligence robots in typical industrial manufacturing scenarios within the automotive supply chain and 3C manufacturing. This business remains in the market exploration phase, with limited impact on the company’s 2025 performance and uncertain effects on future earnings.

Lüde Harmonic (688017.SH) focuses on developing and producing precision transmission devices. In its 2025 annual performance forecast, it indicated that the industry is entering a critical turning point, with leading clients transitioning from R&D to small-scale production, significantly increasing the scale of related product business year-on-year and becoming an essential driver of growth.

Liyade (300296.SZ) participates in embodied intelligence due to its motion capture technology and high-precision motion data capabilities, serving major robotic manufacturers such as Yuzhu, Galaxy General, and Songyan Power, although related business currently constitutes a minor portion of revenue, with AI and spatial computing accounting for 4.22% in the first half of 2025.

Meihu Co., Ltd. (603319.SH) continues to strengthen its traditional automotive parts business while expanding into embodied intelligent functional components. New projects developed in this sector include collaborations with leading robotic clients such as Tencent, Y Company, Galaxy General, and Ant Group. In October 2025, Meihu’s investor inquiry response indicated the establishment of its robotics division in September 2025, with a designed production capacity for harmonic reducers set at 50,000 units per year, with joint modules already in place.