人形机器人火爆出圈，高增长潜力股名单揭晓

Core Viewpoint - Humanoid robots are emerging as a significant focus in the tech industry, with expectations of mass production and increased market presence by 2026, particularly highlighted at the CES event [4][5][6]. Group 1: Industry Developments - The 2026 CES will showcase numerous humanoid robots, with major companies like Boston Dynamics and Qualcomm presenting their latest innovations [4][5]. - The humanoid robot market is expected to see substantial growth, with Tesla projected to produce between 50,000 to 100,000 units by 2026, marking the beginning of a phase of mass production and commercial exploration [8]. Group 2: Market Potential - The humanoid robot market is forecasted to reach a size of $5 trillion by 2050, with an estimated deployment of 1 billion units, suggesting a potential ownership rate of one humanoid robot per ten people [8]. - A significant number of companies are entering the humanoid robot sector through mergers, fundraising, and strategic collaborations, indicating a rapid acceleration in industry investment and commercialization [7]. Group 3: Investment Opportunities - There are 31 humanoid robot concept stocks predicted to have a net profit growth rate exceeding 20% in both 2026 and 2027, indicating strong investment potential [10]. - Five stocks, including Zhimi Intelligent and Softcom Power, show an upside potential of over 30% based on the latest closing prices compared to target prices set by analysts [11].