21世纪经济报道·2025-04-01 04:17Core Viewpoint - The robotics sector is experiencing significant growth in 2025, emerging as a major investment opportunity following AI, with a notable increase in stock prices among robotics companies, particularly in Guangdong province [1][2][5]. Group 1: Market Performance - As of March 31, 2025, there are 115 listed robotics concept stocks in China, with 98 of them showing price increases [2]. - Guangdong's robotics stocks have outperformed, with the top three companies being Yuejiang and Julun Intelligent, both part of the "Seven Swordsmen" of Guangdong robotics [3][4]. - Yuejiang (2432.HK) has the highest price increase of 157.59%, with a market cap of 24.68 billion HKD, while Julun Intelligent (002031.SZ) increased by 74.85%, with a market cap of 19.11 billion RMB [4][5]. Group 2: Technological Innovation and Application - The surge in stock prices for the "Seven Swordsmen" is driven by technological innovation and industrial development [5][7]. - Yuejiang launched the world's first "dexterous operation + bipedal walking" humanoid robot, DobotAtom, priced below 200,000 RMB, which significantly boosted its stock price [7][8]. - Guangdong robotics companies are already implementing their products in real-world applications, such as Audi's introduction of humanoid robots for production tasks [9][10]. Group 3: Investment and Policy Support - Guangdong is a leading investment hub for robotics, with significant venture capital activity, including 53 financing events in 2024 [14]. - The province is actively promoting the listing and financing of robotics companies, with 28 out of 115 listed companies based in Guangdong [15]. - Recent policies aim to support the robotics industry through various measures, including funding and innovation initiatives [24]. Group 4: Future Outlook - The year 2025 is anticipated to be a pivotal year for humanoid robot production, with expectations for significant market growth [21][26]. - The demand for humanoid robots is expected to increase, with companies like Yuejiang and Ubtech already securing substantial orders from major manufacturers [22][23]. - The Guangdong government is committed to fostering an innovative ecosystem for robotics, with a focus on long-term investments and talent acquisition [24][25].