Zheng Quan Shi Bao Wang·2025-12-29 04:15Core Insights - The humanoid robot industry in China is expected to transition from technology validation to large-scale commercialization by 2025, driven by a combination of "encouragement" and "regulation" policies [1] - Key breakthroughs in self-research of "brain" algorithms and "body" hardware are anticipated, with market funding actively promoting industry chain aggregation and ecosystem formation [1] - 2025 is identified as a pivotal year for global humanoid robots, marking the shift from "technology demonstration" to "productization and order validation," with distinct paths emerging domestically and internationally [1] Industry Trends - Investment opportunities for 2026 are projected to focus on three main lines: complete machines, key components and core modules, and evolutionary development paths [1] - As of December 26, 2023, 23 humanoid robot concept stocks have seen net financing purchases exceeding 50 million yuan since December [1] - Among these stocks, 10 have experienced a price pullback of over 20% compared to their annual highs, with 3 stocks (Anpeilong, Hanwei Technology, and Zhaowei Electromechanical) showing pullbacks exceeding 30% [1]