The humanoid robot industry has entered a pivotal year for financial performance validation.
2026 is widely regarded within the industry as the critical year for the commercial rollout of humanoid robots. Unlike previous years dominated by conceptual hype and prototype testing, the entire supply chain is witnessing substantial breakthroughs this year: leading tech companies are completing product iterations, finalizing mass production plans, expanding B2B pilot programs, and significantly accelerating the localization of core components.
The sector's vitality is no longer driven solely by policy and expectations but by tangible order fulfillment, revenue growth, and earnings realization. With the dense release of half-year earnings forecasts, a significant number of listed companies deeply involved in the humanoid robot supply chain are reporting substantial projected earnings growth, thoroughly validating the sector's high growth potential and certainty.
This analysis focuses on 10 key concept stocks within the humanoid robot ecosystem, covering the full industrial chain. This includes critical sub-sectors such as permanent magnet core materials, servo motion control, precision structural components, electrical control systems, intelligent communication and interaction, dedicated robot power supplies, and mobile locomotion systems. All selected companies have projected earnings growth for the 2026 half-year report, with clear growth logic and solid business execution, representing the most exemplary high-quality stocks in the current humanoid robot landscape. This article provides a comprehensive breakdown of each company's core strengths, earnings growth drivers, and strategic positioning in humanoid robotics, offering an in-depth look at investment opportunities within the sector.
Core Sector Dynamics: Why the Collective 2026 Earnings Surge?
Before examining individual stocks, it is essential to understand the core drivers behind the sector's overall rise and earnings realization, which form the fundamental support for the collective high profit growth of these 10 companies. This can be broken down into three key dimensions.
Industry Drivers: Accelerated Industrialization and Broad-Based Demand Surge
After years of technological accumulation, core technologies in humanoid robots—such as motion control, intelligent interaction, power endurance, and structural design—have matured. In 2026, the deployment of humanoid robots across multiple scenarios, including industrial, service, inspection, and commercial companion robots, is accelerating. The concentrated release of mass production orders from downstream manufacturers is directly driving a significant increase in orders for upstream component, material, electrical control, and communication support companies, marking the industry's formal entry into an earnings realization phase.
Supply Chain Dynamics: Accelerated Localization and Market Share Capture
Previously, core components for humanoid robots were heavily reliant on imports, leading to high costs and long lead times. In recent years, domestic companies have made continuous technological breakthroughs in core areas like servo control, permanent magnet materials, precision structures, and electrical systems, with product performance now meeting international compatibility standards. Leveraging advantages in cost-effectiveness, rapid response, and proximity, local firms are steadily replacing foreign suppliers, rapidly increasing market penetration and unlocking long-term growth potential.
Corporate Performance: Synergy Between Established and New Ventures
Most of the 10 companies profiled possess mature traditional core businesses as a foundation. Sectors like consumer electronics, automotive parts, industrial automation, and new energy batteries are experiencing steady recovery, providing stable revenue and cash flow. Concurrently, the emerging humanoid robot business is growing rapidly, creating a dual-growth dynamic of "traditional business as a base, empowered by new sectors." Coupled with corporate efforts in capacity optimization, product高端 iteration, and cost control升级, overall profitability is continuously improving.
In-Depth Analysis of the Top 10 High-Growth Stocks
This section provides a detailed analysis of each company with projected earnings growth, examining its position within the sector, 2026 half-year performance, humanoid robot business布局, and core growth logic to uncover their fundamental value.
Langxin Electric: Leader in Humanoid Robot Electrical Systems
Langxin Electric is a prominent domestic player in intelligent electrical control, specializing in the R&D, production, and sales of electrical control systems for various automated equipment and intelligent machinery. It is a core supplier in the electrical control配套 segment for humanoid robots. The company's products are highly compatible with the electrical control and circuit配套 needs of industrial and commercial service robots, serving as fundamental core components for stable robot operation.
Key 2026 Half-Year Forecast Data: The company expects net profit attributable to shareholders of 45-50 million yuan for the first half of 2026, representing year-on-year growth of 1.49% to 12.76%. Revenue for the period is projected between 6 and 7 billion yuan, indicating steady expansion in overall operational scale and positive earnings growth. As a promising new listing on the Beijing Stock Exchange, the company has demonstrated resilience by maintaining profit growth amid broader industry fluctuations.
The steady projected earnings growth is underpinned by clear drivers. On one hand, the full-scale industrial rollout of humanoid robots and accelerated capacity expansion by downstream intelligent equipment manufacturers are leading to sustained order volume growth for robot electrical配套. On the other hand, the company continues to advance product iteration, with the performance of specialized electrical components tailored for high-end humanoid robots continuously improving, leading to increased penetration among downstream clients.
The incremental demand for electrical配套 driven by humanoid robot industrialization has become a new growth pillar beyond the company's traditional business, supporting its ongoing稳健 financial ascent.
Luxshare Precision (002475): Dominant Leader in Robot Precision Components
As a dual leader in consumer electronics and高端 manufacturing, Luxshare Precision has deepened its focus on the高端精密制造 sector in recent years, successfully entering the core supply chain for humanoid robots to become a rare全方位配套 player. The company's core布局 encompasses key products like precision wiring harnesses, connectors, joint structural parts, and torso精密组件, comprehensively meeting core functional needs for robot传动, connection, and structural support.
Key 2026 Half-Year Forecast Data: The company expects net profit attributable to shareholders of 7.84 to 8.106 billion yuan for H1 2026, representing year-on-year growth of 18% to 22%, continuing its稳健 high-growth trajectory. In Q1, the company reported net profit of 3.66 billion yuan, up 20.24% year-on-year, with Q2业绩延续 this稳增 trend, highlighting significant synergy between old and new businesses.
The稳健 projected earnings growth for H1 2026 stems from dual发力 in both traditional and new ventures. The traditional consumer electronics business is experiencing持续复苏 with enhanced order stability, providing a solid earnings foundation. The高端 manufacturing segment is performing strongly, with the humanoid robot precision components business achieving high-speed growth, successful entry into the supply chains of leading overseas robot manufacturers, and continuous landing of高端 orders.
As the company expands its product portfolio in robotics and optimizes its customer structure, the毛利率 of its高端 manufacturing business is稳步提升, positioning humanoid robotics as a core medium-to-long-term growth driver.
Jinli Permanent Magnet: Leader in Core Robot Permanent Magnet Materials
Jinli Permanent Magnet is a domestic leader in high-performance NdFeB permanent magnet materials, with products widely used in new energy, industrial automation,高端 equipment, and robotics. It is a core material supplier for servo motors in humanoid robots. The flexible movement and precise force application of humanoid robots heavily depend on servo motors, for which high-performance permanent magnet rotors are the核心 core component, giving the company a highly defensible market position.
In terms of业绩, the company's 2026 half-year projections are impressive, with expected net profit attributable to shareholders of 400 to 460 million yuan, representing year-on-year growth of 31.17% to 50.84%. Revenue is projected to grow approximately 30% year-on-year, placing its growth quality at the forefront of the industry.
The robotics business is a core growth highlight. The company has successfully begun small-batch deliveries of专用电机 rotors for embodied robots to globally renowned tech firms, receiving high product recognition. Data shows that revenue from the robotics and industrial servo motor segment reached 118 million yuan in Q1 2026, an 81.84% year-on-year increase. Growth in this segment further accelerated to around 90% in the first half, with the rapid爆发 of the robotics business directly driving substantial overall业绩 growth.
Sundray Technology: Leader in Robot Intelligent Communication Support
With years of experience in network communication and intelligent hardware, Sundray Technology has leveraged its mature communication and data processing technologies to successfully enter the humanoid robot intelligent配套 sector. It primarily provides core配套 solutions for intelligent humanoid robots, including high-speed data transmission, intelligent interaction, and hardware data processing, which are vital for enabling智能化 and networked robot operation.
The company's 2026 half-year业绩 shows significant弹性, with projected net profit attributable to shareholders of 310 to 430 million yuan, representing year-on-year growth of 46.27% to 102.9%. This wide growth range indicates ample upside potential.
This earnings growth is driven by multiple favorable factors resonating: Firstly, its core business of data center switches continues its high-growth trajectory, benefiting from accelerated computing infrastructure build-out, solidifying the traditional foundation. Secondly, the acceleration of intelligent upgrades for humanoid robots is leading to a持续回暖 in demand for专用通信配套 products, with orders steadily materializing. Thirdly, fair value gains from the company's industrial fund have provided additional positive收益. The叠加 of these多重因素推动 the company's业绩 towards the potential for翻倍级 growth.
Sanrui Intelligent: Core Supplier of Robot Intelligent Control Modules
Sanrui Intelligent focuses on the R&D and production of intelligent equipment automation control systems, with deep technical积累 in industrial automation and intelligent control. Its core products are intelligent control modules and automation control systems, which can be widely applied in辅助 control and精准传动 scenarios for industrial humanoid robots and intelligent equipment, serving as core配套 components for enabling automated operations.
Key 2026 Half-Year Forecast Data: The company's半年度业绩 high growth is materializing, with projected net profit attributable to shareholders of 243 to 303 million yuan, representing year-on-year growth of 51.63% to 89.07%. Adjusted net profit is projected at 233 to 293 million yuan, up 52.26% to 91.46% year-on-year. The higher adjusted growth rate compared to net profit indicates excellent盈利 quality.
The successful projected earnings growth for H1 2026核心受益于 the overall复苏 of the intelligent manufacturing industry and the爆发 of the humanoid robot sector. As demand for manufacturing automation transformation and智能化升级持续释放, procurement意愿 for intelligent robot equipment among downstream enterprises has大幅提升, driving order放量 for the company's control modules.
Simultaneously, the company is持续优化 its product structure, focusing on the高端配套 market for humanoid robots. Continuous upgrades in product precision and stability are increasing its supply share among leading robot customers, leading to an持续优质化 customer structure and推动 the company's盈利能力稳步上行.
Taotao Vehicle: Cross-Sector Breakthrough in Robot Mobile Chassis
Originally focused on the intelligent mobility device sector, Taotao Vehicle possesses deep technical积累 and mature production processes in mobile chassis, locomotion systems, and intelligent传动. Leveraging its mechanical manufacturing strengths, the company has successfully跨入 the humanoid robot赛道, focusing on core products like专用 mobile底盘 and intelligent行走机构 for service and inspection robots, achieving differentiated突破.
Key 2026 Half-Year Forecast Data: According to the company's official业绩预告 on July 2, 2026, first-half业绩 shows大幅高增, with projected net profit attributable to shareholders of 520 to 560 million yuan, representing substantial year-on-year growth of 51.95% to 63.64%. This大幅增长 stems from海外渠道放量, product structure升级,叠加 with the稳步落地 of the new robotics business, creating dual轮驱动 for同步高速 growth in both revenue and profit.
The projected earnings growth for H1 2026 presents a pattern of "traditional business providing a stable底盘, with新兴业务提增量." Strong overseas demand for traditional intelligent mobility products is driving稳步增长 in sales, providing stable revenue. The新兴 robotics business is迎来实质性落地, with small-batch supply achieved for robot底盘配件适配多场景, successfully opening new growth空间.
Compared to traditional robot component companies, Taotao Vehicle holds unique technological and cost advantages in the mobile locomotion field and is well-positioned to持续受益于 the规模化落地 of service-oriented humanoid robots.
Leadshine Technology (002979): Servo Control Leader with Leading Growth
Leadshine Technology is the absolute domestic leader in servo motion control for humanoid robots. Its core products—servo drives and motion controllers—are the核心 core components for the flexible joint movement and precise operation of humanoid robots, directly determining运动精度 and stability, representing an extremely high core sector barrier.
In terms of业绩, the company's 2026 half-year performance sets a benchmark for the sector. It projects net profit attributable to shareholders of 184 to 196 million yuan, representing year-on-year growth of 55% to 65%. Adjusted net profit growth is同步 at 55%-65%. After deducting share-based payment costs, the net profit growth rate reaches 70% to 80%, leading growth across the entire humanoid robot板块.
The持续升温 high景气度 of the humanoid robot industry in 2026 is driving a集中爆发 of orders for core servo control components as下游厂商量产落地. Simultaneously, the company is持续扩张产能, optimizing production costs, and推进产品高端迭代, leading to a大幅抬升 in Q2业绩增速. The robotics business has now become the company's second growth curve仅次于 traditional industrial control,彻底打开 its medium-to-long-term成长空间.
EVE Energy: Core Supplier of Dedicated Robot Power Sources
As a domestic leader in new energy batteries, EVE Energy has years of experience and突出的 advantages in technology and capacity within动力电池,储能电池, and小型专用电池. In the humanoid robot赛道, the company focuses on products like专用小型动力电池, portable储能电源, and备用电源, perfectly适配 the core needs for robot续航供电 and emergency备用.
Key 2026 Half-Year Forecast Data (Official Precise Announcement): Disclosed on June 15, 2026, the company expects net profit attributable to shareholders of 3.13 to 3.371 billion yuan for the first half, representing substantial year-on-year growth of 95.00% to 110.00%. Adjusted net profit is projected to grow 110% to 125% year-on-year, with revenue up approximately 60% year-on-year. This近乎翻倍增长 in业绩 signifies a大幅提升 in盈利 quality.
The company's H1 2026业绩迎来爆发式增长, significantly exceeding market expectations. This核心受益于量价齐升 across动力电池,储能, and consumer battery segments. The release of产能 and高端化 of the product structure within its core new energy business have led to a大幅修复 in overall profitability. Concurrently, the accelerated商业化落地 of humanoid robots is driving快速攀升 demand for专用小型动力电池 and备用电源 for humanoid and service robots.
Customized battery products developed by the company for robotic scenarios have achieved批量供货.凭借稳定的续航能力 and安全的性能优势, these products have gained recognition from downstream clients, with the机器人专用电源业务持续放量 to become a全新的业绩增量.
Bewinner Communications: Provider of Robot Intelligent Interaction and Cloud Services
With a focus on IoT, intelligent communication, and cloud data services, Bewinner Communications specializes in intelligent hardware and software配套, precisely切入 the humanoid robot智能化赛道. The company's core布局 includes配套业务 for robot intelligent networking, AI human-machine interaction, cloud data processing, and intelligent scene adaptation, serving as important支撑 for enabling智能化, networked, and数字化 robot operation.
Key 2026 Half-Year Forecast Data (Official Precise Announcement): Disclosed on July 2, 2026, the company expects net profit attributable to shareholders of 4 to 5 million yuan for H1 2026, achieving a扭亏为盈 compared to a net loss of 3.1305 million yuan in the same period last year. This shift from loss to profit marks a significant turnaround and fundamental operational improvement.
The successful扭亏为盈 and业绩反转 in H1 2026核心依托 the持续扩容 of the IoT industry and the智能化升级浪潮 in humanoid robots. Losses in the first half of last year were due to significant upfront market promotion investments. In H1 2026, the user value from these prior investments is持续释放, revenue is稳步兑现, and the费用错配 issue has彻底改善. Furthermore, the evolution of humanoid robots from "capable of movement" to "more intelligent" has大幅提升 demand for联网交互 and cloud data processing, driving稳步增长 in orders for the company's机器人智能配套业务.
The company is持续落地 integrated solutions for robot intelligent interaction, with increasing To B端 orders for intelligent equipment services. The盈利水平 of the新兴智能配套业务 is不断提升, effectively拉动 the company's overall业绩同比增长.
Ningbo Huaxiang: Hidden Leader in Robot Precision Structural Components
Ningbo Huaxiang is a leading domestic manufacturer of precision components, with long-term expertise in automotive precision parts and mature technologies in精密冲压, mold manufacturing, and精细加工. Leveraging its深厚的精密制造功底, the company has successfully切入 the humanoid robot赛道, focusing on products like robot精密结构件,机身外壳, and配套五金零部件.
Key 2026 Half-Year Forecast Data (Official Precise Announcement): Disclosed on June 26, 2026, the company expects net profit attributable to shareholders of 610 to 690 million yuan for H1 2026, achieving a大幅扭亏为盈 compared to a net loss of 374 million yuan in the same period last year. This represents a year-on-year增幅 of 263.27% to 284.69%. Adjusted net profit is projected at 490 to 580 million yuan, indicating a fundamental盈利 reversal and极强的业绩爆发力.
The company's H1 2026业绩实现超预期扭亏爆发 with a彻底反转 in fundamentals. Losses in the same period last year were primarily due to one-time losses from overseas asset disposals, constituting non-operational negatives. In 2026, the company divested低效资产 to focus on core operations. The traditional automotive parts business experienced全面复苏, with持续修复 in产能利用率 and product毛利率, solidifying the earnings foundation. Simultaneously, leveraging its多年精密制造积淀, the company successfully entered the humanoid robot supply chain, with orders for机器人精密结构件 and机身配件持续落地, establishing a全新的高增长增量赛道.
As an established player in精密制造, the company holds significant advantages in product precision,规模化生产, and cost control. The robotics business has become a全新的核心亮点 for its业绩增长.
Sector Overview and Future Outlook
Complete Industry Chain Coverage with Clear Earnings Trend
The 10 companies with projected earnings growth collectively cover the entire humanoid robot industrial chain, from upstream core materials and midstream core components to downstream intelligent配套 services. From permanent magnet materials and servo control to electrical systems, precision structural parts, dedicated power supplies, and intelligent communication交互,优质企业 across all core sector segments have reported half-year earnings growth projections. This充分印证 that the humanoid robot sector in 2026 is transitioning from conceptual hype to substantive earnings realization.
Homogenized Growth Logic and High Sector Uniformity
The core earnings growth logic for these 10 companies is高度一致, primarily relying on three core红利: First, the acceleration of humanoid robot industrialization and商业化落地, with downstream mass production driving a全面爆发 in upstream orders. Second, the acceleration of core component国产化替代, with local firms持续抢占 overseas market share. Third, the共振 between old and new businesses, where复苏 in traditional operations provides a foundation, and empowerment from the新兴机器人赛道 leads to持续改善 in corporate盈利 quality.
Future Outlook: Broad Medium-to-Long-Term Growth Potential
From an industry development trend perspective, humanoid robots are still in the early stages of industrialization. The next 3-5 years will usher in a golden cycle of规模化量产 and widespread场景普及. As technology continues to iterate, costs decline, and application scenarios broaden, the growth potential for revenue and profit across the entire industrial chain will持续打开. The current half-year earnings projections represent just the beginning of the sector's爆发; the业绩成长性 of industrial chain companies will持续兑现 in the后续 period.
Conclusion
The 2026 half-year earnings forecast data正式坐实 the high景气度 of the humanoid robot sector. The 10 core companies with projected growth highlighted in this analysis all possess solid business execution capabilities, clear earnings growth logic, and优质 positioning within their respective industry segments. They avoid纯概念炒作弱势标的, representing genuine龙头 with实打实增长的业绩.
The entire humanoid robot industrial chain has彻底告别 the "storytelling" phase, entering a全新发展阶段 characterized by order落地,业绩兑现,产能释放, and国产替代. Sub-sectors such as upstream materials, core components, and intelligent配套 will持续享受 the红利 of the industry's高速发展. For investors, focusing on these core companies with half-year earnings growth,扎实的业务落地, and优质赛道卡位 is the核心关键 to capturing the medium-to-long-term行情 in humanoid robotics.
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