During the Spring Festival, humanoid robots attracted much attention. On the stage of the 2025 CCTV Spring Festival Gala, the creative fusion dance program "Yang BOT" has become the focus of national attention. In the program, the humanoid robot developed by Hangzhou Yushu Technology twisted Yangge and demonstrated the multi-angle handkerchief technique, which perfectly integrated technology and traditional art.
It is worth mentioning that for humanoid robots, this track is attracting many technology companies to compete for layout, becoming a new focus of global technology competition. At CES 2025, NVIDIA founder and CEO Jensen Huang showcased 14 humanoid robots. Tesla CEO Elon Musk revealed in an interview that Tesla will produce thousands of Optimus robots in 2025, and if things go well, Tesla's humanoid robot production will increase by 10 times in 2026.
At the same time, internationally renowned robot manufacturers such as Figure and Agility have also begun to accelerate shipments, further promoting the rapid development of the humanoid robot market. Among them, on February 4, local time, Brett Adcock, the founder of Figure, announced that Figure decided to terminate its cooperation with OpenAI. Figure has made a major breakthrough in fully self-developed, fully end-to-end robotic AI, and in the next 30 days, the company will present an unprecedented innovation in the field of humanoid robots.
In addition, in the domestic market, according to the "Humanoid Robot Industry Research Report", the market size of Chinese humanoid robots will reach 2.76 billion yuan in 2024, and is expected to further increase to 300 billion yuan by 2035, with a compound growth rate of 53.15% from 2025 to 2035. Not only that, as of the close of trading on February 5, as a humanoid robot concept stock, Zhenyu Technology's share price has risen by 78.49% during the year, Wuzhou New Year has risen by 69.94%, and Amperon and Junchuang Technology have risen by more than 50% over the same period.
It is worth mentioning that with the continuous improvement of the popularity of the sector, many listed companies have responded on the interactive platform of the Shenzhen Stock Exchange or the Shanghai Stock Exchange e-interactive platform, the "role" they play in the humanoid robot industry chain, or the direction of the layout.
For example, Sanhua Intelligent Control said that artificial intelligence is the direction of future development, and the company has carried out continuous research and product development work on robot electromechanical actuators.
Haozhi Electromechanical mentioned that the company has set up a subsidiary "Guangzhou Haozhi Robot Co., Ltd." in November 2024, which mainly undertakes the business of the company's robot division and is responsible for the research and development and production of core functional components of robots, including but not limited to harmonic reducers, frameless force motors, brake mechanisms, encoders, electromagnetic quick-change modules, six-dimensional force sensors, control systems, joint modules, end effectors (pneumatic fingers, quick-change modules) and RV reducers and other functional components in the field of robots. sales and other businesses, up to now, the above related products have been sold.
According to Rockchip, the company has a complete product matrix in the field of AIoT, and there are SoC chips and related supporting chips used in various forms of robot products, such as various industrial robots, service robots, warehousing and logistics robots, escort robots, entertainment robots, cleaning-related such as weeding/snow shoveling robots, quadruped robots (robot dogs), etc.
In addition, ZKTeco said that in 2024, the company, as the single largest shareholder, will invest in Zhejiang Humanoid Robot Innovation Center Co., Ltd., unite experts and high-end talents in the field of humanoid robots, jointly cultivate new businesses and technologies in the direction of humanoid robots in the whole industry scenario, further promote the combination of industry-university-research innovation, and jointly take the upper software of intelligent manufacturing as the traction, conduct in-depth research on AI technology, and realize the industrialization of humanoid robots and their derivative intelligent robots and core key components in combination with the needs of industrial scenarios. Further enhance the company's comprehensive competitiveness and sustainable development capabilities.