Zhong Guo Ji Jin Bao·2025-09-04 09:13Core Insights - The humanoid robot industry is experiencing significant growth, with a doubling of exhibited robots and a strong performance in the capital market, where nearly 70 out of 172 concept stocks have seen price increases of over 50% this year [2][4]. Group 1: Financial Performance - Over 60% of humanoid robot concept stocks reported improved performance, with companies like Aobo Zhongguang and Keli Sensor achieving profitability, marking the first wave of industry dividends [4][6]. - Among the 172 concept stocks, 114 companies saw a year-on-year increase in net profit, with 25 companies exceeding 100% growth and 38 companies over 50% growth [6]. - Aobo Zhongguang reported a revenue of 435 million yuan, a 104% increase year-on-year, and a net profit of 60.19 million yuan, marking a turnaround with over 200% growth [7][8]. Group 2: Key Players and Contracts - Leading companies in the supply chain, such as Keli Sensor and Green Harmonic, are experiencing significant growth, with Keli Sensor achieving a revenue of 685 million yuan and a net profit of 173 million yuan, reflecting year-on-year growth of 23.4% and 47.9% respectively [8]. - UBTECH Robotics secured a record-breaking humanoid robot contract worth 250 million yuan, further establishing its position in the market [9][10]. - The humanoid robot sector has seen over 83 disclosed projects in the first half of 2025, with a total contract value of nearly 330 million yuan, indicating a substantial increase from the previous year [13]. Group 3: Market Dynamics and New Entrants - Traditional automotive parts manufacturers are entering the humanoid robot market, with companies like Top Group and Junpu Intelligent actively developing humanoid robot technologies [14]. - New players are rapidly emerging in the humanoid robot sector, with companies like Tianqi and Evergrande also establishing dedicated divisions for humanoid robotics [14][15]. - The number of companies entering the humanoid robot concept stock category is increasing, reflecting the growing interest and investment in this field [15].