Unitree Robotics Achieves Major Breakthrough! Humanoid Robot Sales Expected to Surge Dramatically, Oversold High-Performance Concept Stocks Emerge

The humanoid robot industry is at the dawn of moving from technological breakthroughs to large-scale commercialization.

Yushu Technology IPO Makes New Progress

On March 20, the Shanghai Stock Exchange official website announced that Yushu Technology Co., Ltd. (hereinafter referred to as “Yushu Technology”)'s Sci-Tech Innovation Board IPO application has been accepted, marking another pre-review project on the Sci-Tech Innovation Board.

Yushu Technology is a leading global company specializing in high-performance general-purpose robots, focusing on the research, development, production, and sales of high-performance humanoid robots, quadruped robots, robot components, and embodied intelligence models.

According to the prospectus, by 2025, the company’s humanoid robot shipments will exceed 5,500 units (pure humanoids, excluding wheeled dual-arm robots). In terms of performance, the company expects to achieve an operating revenue of 1.708 billion yuan in 2025, a year-on-year increase of 335.36%; net profit after deducting non-recurring gains and losses is projected to surpass 600 million yuan, a growth of 674.29%.

Humanoid Robot Industry Enters a New Dawn

As the physical carrier of artificial intelligence and the core form of embodied intelligence, humanoid robots are becoming a new focus in global technological competition.

Wei Kai, Director of the Artificial Intelligence Research Institute at China Academy of Information and Communications Technology, is confident about the development prospects of humanoid robots. He stated that objectively, the humanoid robot industry is still in its early stages of development. Whether for B2B or B2C markets, it is transitioning from laboratory experiments to practical training fields and has not yet entered large-scale production and service phases. During the “14th Five-Year Plan” period, the robots themselves will continue to evolve, with ongoing improvements in mobility, and the “brain” will make significant leaps in understanding intentions and executing tasks. At that time, humanoid robots will have even broader development prospects.

China’s humanoid robot industry has already formed a significant scale and vitality. According to IDC’s “Global Humanoid Robot Market Analysis,” global shipments are expected to reach about 18,000 units in 2025, a year-on-year increase of approximately 508%. Chinese manufacturers lead the market, with Yushu Technology and Zhiyuan Robotics forming a “dual leader” pattern.

Based on the rapid growth of China’s robotics industry, institutions are optimistic about the sales volume of humanoid robots in China. Morgan Stanley has raised its forecast for China’s 2026 humanoid robot sales from 14,000 to 28,000 units. It also predicts that by 2030, sales will reach 262,000 units, and by 2035, 2.6 million units.

A report from Bank of America Global Research states that by 2060, the global humanoid robot population will reach 3 billion units.

Wanlian Securities believes that the humanoid robot industry is at the dawn of moving from technological breakthroughs to large-scale commercial deployment. On the supply side, overseas giants like Tesla and Figure AI are increasingly clear about mass production timelines, while domestic manufacturers are diversifying and rapidly lowering prices. On the demand side, long-term drivers include aging populations and rising labor costs. Additionally, with policy support and capital investment, AI large models are continuously injecting intelligence into robots. Humanoid robots are expected to form an emerging industry, gradually shifting from B2B to B2C markets, with vast future market potential.

36 Concept Stocks Show High Growth in Performance

According to data from Securities Times and Data Treasure, based on the 2025 annual report, performance briefings, and profit forecasts (taking the lower limit if available), there are 36 humanoid robot concept stocks with net profit growth of over 20% in 2025 (including those turning losses into profits).

Xinzhi Group ranks first in profit growth, with an expected net profit of 127 million to 151 million yuan in 2025, a year-on-year increase of 502.59% to 616.94%. The company’s R&D teams in Shanghai and Taizhou focus on core robot components, especially frameless torque motors and micro gear motors. Currently, the company’s humanoid robot motor-related products are progressing smoothly, with related products already delivered for testing.

Other stocks with high profit growth include Aobi Zhongguang-UW, Shenghong Technology, Zhenghai Magnetic Materials, Daoshi Technology, and Ningbo Yunsheng.

The humanoid robot sector has previously produced several bullish stocks, but recent sector enthusiasm has declined significantly. Data from Data Treasure shows that as of March 20, 21 stocks have retreated more than 20% from their peak this year. Stocks like Buke Co., Ltd., TQ Co., Ltd., Chaojie Co., Ltd., Hanwei Technology, and Daoshi Technology have experienced notable declines.

Buke Co. has the largest retreat at 38.48%. During recent institutional surveys, the company stated it will continue to strengthen its leading position in mobile robots (AGV/AMR) and actively expand into collaborative robots, industrial robots, and humanoid robots. Additionally, its frameless torque motor products have now been iterated to the fourth generation, with systematic improvements in wiring design, circuit board layout, output performance, operational reliability, and temperature control.

TQ Co. has a retreat of 36.79%. The company expects a net profit of 45 million to 65 million yuan in 2025, a growth of 117.64% to 125.48%. During the reporting period, the company officially established a humanoid robot division and continued to deepen its strategic layout in the humanoid robot industry, promoting large-scale applications of embodied intelligent robots.

(Source: Data Treasure)