Zheng Quan Shi Bao·2026-01-21 17:42Core Insights - The Ministry of Industry and Information Technology (MIIT) of China is promoting innovation and upgrading in humanoid robot technology, aiming to drive the development of the broader computing intelligence industry [1] - By 2025, the number of domestic humanoid robot manufacturers is expected to exceed 140, with over 330 humanoid robot products released [1] - Chinese companies are leading in the humanoid robot sector, with ZhiYuan Innovation projected to have the highest shipment volume and market share globally by 2025 [1] Group 1 - The number of existing humanoid robot-related patents in China exceeds 2,000, with 1,620 applications filed since 2021, marking a 30.7% year-on-year increase in 2025 [2] - The CES 2026 showcased impressive performances from Chinese humanoid robots, indicating a shift from experimental technology to commercial production [2] - The humanoid robot industry is expected to open up a trillion-yuan market space across various applications, driven by continuous technological breakthroughs and strong policy support [2] Group 2 - As of January 20, 2026, 18 humanoid robot concept stocks have seen net buying exceeding 100 million yuan, with companies like Ningde Times and GoerTek leading in net buying amounts [3] - Ningde Times is actively investing in the robotics sector, establishing a self-research team focused on mechanical arms and AGVs, and has invested in several notable robotics companies [3] - Several humanoid robot concept stocks have released performance forecasts for 2025, with companies like ST YuanZhi and Shenghong Technology expecting significant profit growth [3][4]