According to a research report released by Hualong Securities, humanoid robot companies have been密集 in financing and other activities, with continuous capacity building on the production side and expansion of new business formats on the market side. The brokerage maintains a "Recommended" rating for the humanoid robot industry.
Market Review
From October 8, 2026 to October 9, 2026, the humanoid robot index fell 2.78%. Over the same period, the CSI 300 declined 0.93%, the Shanghai Composite Index fell 0.74%, the Shenzhen Component Index dropped 1.91%, the ChiNext Index declined 2.93%, and the STAR 50 Index fell 4.75%.
UBTECH Robotics Teams Up with FAW-Volkswagen to Promote Humanoid Robot Applications in Logistics Scenarios
UBTECH ROBOTICS has entered into a strategic partnership with FAW-Volkswagen Automotive Co., Ltd. The two parties will jointly advance the development and testing of application scenarios for embodied intelligent robots in the logistics sector, while building demonstration application scenarios to accelerate the deployment and application of humanoid robots in the intelligent manufacturing field, and to promote the implementation and rollout of humanoid robot intelligent manufacturing solutions.
Wuhan AI and Robotics Expo Opens, with Unitree, CloudMinds, and 15 Other New Products Making Their Debut, and Procurement Delegations from 20 Countries Visiting Hubei
From October 10 to 12, the 2026 Wuhan Artificial Intelligence and Robotics Expo kicked off in Optics Valley (alongside the 4th Optics Valley Artificial Intelligence Conference), covering nearly 20,000 square meters of exhibition space with more than 200 companies participating. Industry leaders including Unitree, DJI, Xiaomi, Magic Atom, Acceleration Evolution, CloudMinds, and Datao appeared, with 15 products making their national debut, including CloudMinds' S10 Pro all-terrain wheeled-legged robot and Ehang's "flying robot that can do work." Ehang Technology's aerial embodied intelligent agent has already received over 200 pre-sale orders, with more than half destined for Europe and the Middle East. The conference invited procurement delegations from more than 20 countries including the United States, Germany, Italy, and India, as well as over 200 domestic procurement delegations. Professional visitors exceeded 30,000 on the first day, creating an efficient business matching platform for embodied intelligence companies.
Juxie Intelligent Completes Over 100 Million Yuan Series A+ Financing, Joint Module Capacity Planned to Expand to 2 Million Units in Three Years
Wuxi Juxie Intelligent Drive Technology Co., Ltd. completed a new round of financing exceeding 100 million yuan. This round was led by Huatai Zijin, with Decheng Motor, Ninebot Capital, and Independent Variable Robotics participating, while existing shareholders Ecovacs and Nanchuang Investment continued to follow on. After this round of financing, centered on robot integrated joints, Juxie Intelligent will advance independent research and development of core components, collaborative design of joint modules, and automated manufacturing. According to capacity planning, the company expects joint module capacity to reach 200,000 units in 2026, rise to 1 million units in 2027, and further reach 2 million units in 2028.
Investment Recommendations
Humanoid robot companies have been密集 in financing and other activities, with continuous capacity building on the production side and expansion of new business formats on the market side. The "Recommended" rating for the humanoid robot industry is maintained. In terms of individual stocks, investors are advised to pay attention to Tuopu Group (601689.SH), Sanhua Intelligent Controls (002050.SZ), Zhejiang Rongtai (603119.SH), Xinquan Co., Ltd. (603179.SH), Beite Technology (603009.SH), Junsheng Electronics (600699.SH), Hengbo Holdings, Weichuang Electric, Hengli Hydraulic, Zhenyu Technology, Zhongda Leader, Yinlun Co., Ltd., Wuzhou Xinchun, Meihu Co., Ltd., Lingyi iTech, UBTECH Robotics, and others.
Risk Warnings
Technology iteration risk, uncertainty in mass production progress, valuation risk, policy risk, and the risk of erroneous data from cited sources.
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