Robot-related stocks surged strongly, with Huayan Precision Machinery closing at a 20% gain for three consecutive days. Dongfang Precision and Bojie Shares both achieved four consecutive limit-up sessions, while Standard Shares recorded four limit-ups in six trading days, and Tianyong Intelligent reached three consecutive limit-ups.

List of humanoid robot Concept stocks that have been frequently visited by institutions since 2024 (with table attached). Zhongkong Technology, Suochen Technology, and Yiheda ranked among the top three in terms of institutional visit reception over the past two months.

Cailian Press reported that robotics-related stocks continued to perform strongly. Huayan Precision Machinery, whose main product is an intelligent preform molding system incorporating robots, closed with three consecutive 20% limit-up gains. Dongfang Precision Engineering, which directly holds a 19.8% stake in Jiateng Robotics—one of China's top ten industrial robot brands—and Bojie Co., Ltd., the second-largest shareholder in Erzhi Robotics (Zhuhai), a 24%-owned industrial robot developer, both closed with four consecutive limit-up sessions. Standard Shares, which completed trial stitching tests for its mechanical arm 3D robotic sewing project on the central control panel decorative stitching line, closed with four limit-ups over six trading days. Tianyong Intelligent, known for its strong industrial robot application and debugging team, closed with three consecutive limit-up gains.

Industry insiders revealed that Samsung Electronics is planning to produce the exoskeleton robot Botfit, its first such device, with mass production expected to begin in the second or third quarter and a formal launch anticipated in the fourth quarter or early next year. Meanwhile, NVIDIA and OpenAI continue to strengthen their investments in humanoid robots, while Tesla once again demonstrated the walking capabilities of its second-generation Optimus. In a research report released on February 26 by Xu Qiaowei and others from Guotai Junan Securities, they noted that NVIDIA is about to host its annual AI conference GTC (GPU Technology Conference), and the industry chain is seeing continuous momentum. They recommended ongoing attention to core companies in the robotics supply chain, including actuators and motors, reducers, motor drive control chips, sensors, ball screws, and ball screw equipment.

The humanoid robot concept sector on Tonghuashun includes 23 individual stocks. According to Choice data, among these 23 A-share listed companies, those that received institutional research during the period from January 1 to February 28 include Zhejiang Zhongkong Technology, Suochen Technology, Yiheda, Eston, Buke Co., Ltd., Fengli Intelligent, Xinxing Equipment, Audiwei, Junpu Intelligent, Xiaxia Precision, and Boshi Co., Ltd. The specific details are shown in the figure below:

Among the humanoid roboticsConcept stocks that received institutional research visits, four listed companies explicitly responded to inquiries related to humanoid robots: Zhejiang Zhongkong Technology, Suochen Technology, Fengli Intelligence, and Junpu Intelligence. Among them, Zhongkong Technology had the highest number of institutional visits during the period, totaling 373. Public information shows that Zhongkong Technology is a leading provider of integrated intelligent manufacturing solutions for process industries in China. In an institutional research announcement released on February 1, the company stated that it had recently invested in Zhejiang Humanoid Robotics Innovation Center Co., Ltd., aiming to collaborate with experts and top talent in the humanoid robotics field to jointly develop new businesses and technologies across various industry scenarios. The initiative seeks to promptly incubate new ventures and seize market opportunities, thereby enhancing the company's overall competitiveness and sustainable development capabilities. Zhongkong Technology plans to further advance the integration of industry, academia, and research with Zhejiang Humanoid Robotics Innovation Center, leveraging intelligent manufacturing software as a driver, deepening AI technology research, and aligning with industrial application needs to achieve industrialization of humanoid robots, their derivative intelligent robots, and core key components—truly supporting process industries in building "unmanned factories" and realizing "lights-out operations."

Socen Technology ranked second in the number of institutional visits, with 205 institutions. As a high-tech enterprise specializing in CAE (computer-aided engineering) software, Socen Technology stated during an institutional research visit on February 25 that its newly established Robotics Division, founded in 2024, is dedicated to developing specialized software and solutions for the robotics industry. The company's robotics design software will cover the entire R&D process of parallel robots—including humanoid robots—from functional design and configuration synthesis to performance analysis and structural optimization. Additionally, in a January 31 institutional research announcement, Socen Technology noted that during the product design and development stages of humanoid robots, designers can leverage simulation technologies to conduct detailed analyses, significantly reducing experimental and time costs while improving design efficiency. However, the company indicated that it is still in the early exploratory phase within the humanoid robotics field and has not yet achieved any practical commercial applications.

Fengli Intelligent and Junpu Intelligent received visits from 24 and 11 institutional investors, respectively. Fengli Intelligent is a national-level specialized, refined, distinctive, and innovative "Little Giant" enterprise, ranking among the top in China for sales volume and output value of small-module gears, supplying companies such as Bosch Group. In its institutional research announcement released on January 31, Fengli Intelligent stated that regarding harmonic reducers, the company completed production line setup in late last year, finalized development of all standard models, and has entered small-scale production. It has already begun collaborating with certain customers in humanoid robots, collaborative robots, and industrial robots, generating minimal revenue so far, though this does not significantly impact the company's overall financial performance.

Junpu Intelligent is a smart manufacturing equipment supplier and industrial digital software service provider serving industries including intelligent electric vehicles, healthcare, and premium consumer goods. The company has consistently focused on delivering comprehensive, intelligent, digital, and flexible smart manufacturing solutions to its customers. In an institutional research announcement released on January 22, Junpu Intelligent stated that its ball screw assembly technology offers advantages such as high precision, high load capacity, and long service life. Currently, this technology is primarily applied in automotive component assembly scenarios, and the accumulated technical expertise can meet various application requirements for humanoid robots. The company will continue investing in R&D for the humanoid robot field, although it currently does not deliver finished ball screw products. Additionally, wheeled mobility, as a robotic mobility solution, can be integrated with humanoid upper bodies for multi-scenario deployment. The company will continue iterating its products in the development and application of wheeled mobile robotics.

In addition, the listed companies with the highest number of institutional visits in the past two months also include Yiheda, Estun, and Buke Co., Ltd., with 63, 63, and 42 institutions respectively. Notably, none of these three listed companies have explicitly responded to inquiries regarding their business plans related to humanoid robots during institutional research sessions.

Yiheda specializes in the research, development, production, and sales of automation components, offering one-stop supply solutions for FA (Factory Automation) parts. On January 30, Yiheda stated on an interactive platform that the company currently supplies certain components to humanoid robot manufacturers, although the proportion is relatively small, primarily including linear motion parts and small mechanical components. The company is actively engaging with more humanoid robot manufacturers, recognizing the vast future market potential in this field, and will proactively explore opportunities for growth in the humanoid robotics sector.

Estun is a provider of motion control system solutions for robots and one of the leading domestic robotics companies. In December last year, Estun stated on an interactive platform that its self-developed core components are primarily used in industrial robotics, with some core parts and technologies sharing compatibility with those used in humanoid robots. Additionally, according to its announcement in December, Estun has invested in Nanjing Estun Kozu Technology Co., Ltd. (referred to as "Estun Kozu"). Estun Kozu focuses on the research, development, production, and sales of core components for collaborative robots and humanoid robots, and is committed to providing customers with comprehensive robotic skill solutions.

Buko Co., Ltd. is a leading Chinese provider of machine automation and factory intelligence solutions. In May last year, the company stated on its interactive platform that it had launched its third-generation frameless torque motor products targeting collaborative robots and humanoid robots. The frameless torque motor features a hollow, frameless design that can be directly embedded into mechanical components to enable joint motion. It offers high efficiency, easy installation, smaller size, and lighter weight for equivalent torque, meeting the demands for miniaturization and lightweight design in collaborative and humanoid robots. The company's overall order volume in the robotics industry remains stable. Buko continues to strengthen its presence across various robotics sectors, launching multiple product series including low-voltage servo drives, integrated modular units, frameless torque motors, servo hubs, handheld human-machine interfaces, and motion controllers. With comprehensive coverage in terms of specifications and dimensions, these products meet diverse customer requirements in mobile robots, collaborative robots, general service robots, humanoid robots, and industrial robots.