Humanoid robots accelerate towards mass production verification, continuously monitoring the robot ETF E Fund (159530) investment opportunities

As of the close, the China Securities Robot Industry Index fell 0.2%.

A research report from Guojin Securities pointed out that the prosperity of humanoid robots is accelerating upward. The 10,000th general-purpose humanoid robot from Zhiyuan Robotics officially rolled off the production line, and UBTECH’s full-size humanoid robots both ranked first globally in revenue and sales volume. UBTECH’s full-size humanoid revenue is expected to reach 820 million yuan with 1,079 units sold in 2025, both ranking first worldwide. The humanoid business accounts for 41% of the company’s revenue, marking its first time as the company’s largest source of income. The products are being mass-deployed in industrial scenarios such as automobile manufacturing, with a deployment ratio exceeding 80%.

Moving from technical validation to mass production is a critical milestone for realizing the value of emerging industries. The production of thousands of units and delivery of hundreds of units signify that humanoid robots have entered the mass production validation phase. Mass deployment in industrial scenarios indicates that orders are shifting from “trial use” to “urgent procurement.” Leading component and complete machine companies with early mass production capabilities are expected to benefit first.