从春晚扭秧歌到演唱会空翻 2026年人形机器人还能“火力全开”吗？

Core Viewpoint - The humanoid robot industry is on the verge of mass production, with significant interest from major companies and expected policy support, indicating a strong upward trend and a favorable investment window by 2026 [2][4][8]. Industry Overview - The recent performance of humanoid robots, showcased at a concert, highlights the technological advancements and commercial potential in entertainment [7]. - The humanoid robot sector has seen a surge in orders and capital activity since 2025, with leading companies initiating IPOs and mergers [7]. Market Outlook - Multiple brokerages predict that 2025 will mark the beginning of mass application for humanoid robots, with 2026 expected to see expanded application scenarios and deeper industry involvement [4][8]. - The humanoid robot product output is anticipated to increase exponentially in 2026 compared to 2025, with significant sales and delivery milestones expected [4][8]. Investment Opportunities - Key suppliers in the humanoid robot supply chain are recommended for investment consideration as the market prepares for mass production [4][8]. - Recent data shows a rebound in the humanoid robot sector index and leading stocks, indicating a return of capital to the market [8].