The Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”. By 2025, the humanoid robot innovation system will be initially established, and breakthroughs have been made in a number of key technologies such as the “brain, cerebellum, and body” to ensure the safe and effective supply of core components. The whole machine product has reached the international advanced level, and mass production has been achieved. It has been demonstrated and applied in scenarios such as speciality, manufacturing, and livelihood services, and the exploration and formation of effective governance mechanisms and methods.

Tesla's humanoid robot software and hardware iterations have exceeded expectations, and technology giants such as Samsung and Google have also accelerated their deployment in the humanoid robot industry. Since this year, humanoid robots developed independently in China have also been intensively unveiled: Xiaomi's “Tiedai”, the preferred large-scale humanoid robot Walker X, the panda robot “Youyou”, and Ushu Technology's H1 have appeared frequently. According to the Zheshang Securities Research Report, the demand for humanoid robots is estimated to be about 1.77 million units in 2030, the global market space is expected to reach 169.2 billion yuan, and the CAGR will reach 25% in 2023-2030. The short to medium term (3-5 years) industrial and commercial scenarios are the first to be applied; the medium to long term (after 5-10 years) personal scenarios have a lot of application space.

According to the Finance Federation's theme library, among the relevant listed companies:

Zhongda RidekIt is a leading domestic planetary reducer company. At present, it has sent samples to several major domestic humanoid robot manufacturers.

Narushi ElectricThe hollow cup motor product line includes hollow cup motors, speed reducers, and encoders. The products are in line with overseas leaders and are expected to supply humanoid robots.