Recently, I came across a research report from an institution that truly shed light on the prospects of the robotics industry.

Data shows that the market size is growing exponentially. Sales are expected to surpass 100 billion by 2025, reach 500 billion by 2030, soar to 9 trillion by 2040, and break through 25 trillion by 2050. Do you understand what this growth rate means? This is no longer growth; it’s an explosion.

The consumption within the industry chain further illustrates the point. By 2050, just cameras will require 5.7 billion units, motors 2.7 billion units, and bearings 410 million units. Rare earth materials will need to reach 1.7 million tons, and battery capacity will hit 26 TWh. Behind this lies unprecedented opportunities for all participants in the entire industry chain.

Particularly noteworthy is China’s position. It accounts for 26% of global robot sales and dominates 63% of the humanoid robot supply chain. What does this indicate? It shows that strategic planning has already taken shape.

And what is the key driver behind all this? It’s the breakthrough in generative artificial intelligence, especially the advances of large models in miniaturized applications. Once this bottleneck is overcome, the arrival of the robot era will no longer be a prophecy but a reality.

For investors, the tracks of humanoid robots and artificial intelligence are essential. Now is the best time to identify valuable targets.