The Humanoid Robot Industry on the Verge of an Explosion: Mass Production Plans, Industry Chain, and Risk Analysis

The Humanoid Robot Industry on the Verge of an Explosion: Mass Production Plans, Industry Chain, and Risk AnalysisA recent report by CITIC Securities points out that the rapid iteration of large language models is driving the booming development of embodied AI, profoundly changing the development space and competitive landscape across various industries. The empowerment of AI technology, whether through superficial applications or deep integration, will have a far-reaching impact on all sectors

The Humanoid Robot Industry on the Verge of an Explosion: Mass Production Plans, Industry Chain, and Risk Analysis

A recent report by CITIC Securities points out that the rapid iteration of large language models is driving the booming development of embodied AI, profoundly changing the development space and competitive landscape across various industries. The empowerment of AI technology, whether through superficial applications or deep integration, will have a far-reaching impact on all sectors. As the most important carrier of embodied AI, humanoid robots are accelerating their commercialization process due to model iteration and declining supply chain costs, presenting a competitive landscape characterized by numerous players vying for market share.

This trend is strongly supported by domestic and international humanoid robot manufacturers actively pushing forward mass production plans. It's predicted that in 2025, domestic and international manufacturers will launch mass production plans for several thousand, even tens of thousands of units, respectively. By 2026, this number is expected to reach tens of thousands and even hundreds of thousands, respectively. This surge in mass production expectations indicates that the humanoid robot industry is about to enter a period of rapid development, bringing huge opportunities and challenges to related companies.

Given this vast market potential, CITIC Securities' report suggests investors focus on companies with the following two core competencies: First, companies with the ability to supply components in large quantities at low prices. In the era of mass production, cost control is crucial. Companies capable of providing key components at low costs will have a significant competitive advantage and are likely to stand out in fierce market competition. Second, companies with technological or industrial chain advantages. In a field of rapidly iterating technology, companies with core technologies and strategic resources can maintain a leading position and effectively respond to market changes and competitive pressures. These companies often hold patents or exclusive technologies in key technological areas, or occupy key links in the industrial chain, thus forming insurmountable competitive barriers.

To gain a deeper understanding of the current state of China's humanoid robot industry, we can leverage data from Tianyancha Professional Edition. Data shows that, up to now, the number of robot-related companies in China in operation or in existence exceeds 835,000. Of these, approximately 34,000 new robot-related companies were registered from 2025 to the present. This enormous number of companies fully demonstrates the vibrant vitality and enormous development potential of China's robot industry.

Regarding geographical distribution, Guangdong and Jiangsu provinces have the highest number of robot-related companies in the country, totaling over 264,000, accounting for 31.7% of the national total. This indicates that these two provinces have become core regions for the development of China's robot industry, gathering a large number of industrial resources and talent, and forming a complete industrial ecosystem. The industrial cluster effect in these regions will further accelerate the rapid development of the humanoid robot industry.

However, the development of any industry is not without its challenges. Tianyancha's risk and in-depth risk data show that approximately 3.04% of China's robot-related companies are involved in judicial cases. While this percentage is not high, it highlights the importance of risk management during the industry's rapid development. Companies need to strengthen their risk prevention awareness and improve their risk management systems to cope with potential legal and commercial risks. These risks may stem from intellectual property disputes, contract breaches, and technological leaks, among other things. Therefore, companies need to focus on compliant operations and maintain good business credit while pursuing rapid growth.

In conclusion, the humanoid robot industry is at a crucial turning point, with mass production imminent. This will bring enormous market opportunities, but also intense competition and potential risks. For investors, it's crucial to select companies with core competitiveness and strong risk management capabilities. Simultaneously, the government and industry associations need to actively guide the healthy development of the industry, creating a favorable development environment for companies and jointly promoting the advancement of China's humanoid robot industry onto the world stage. In the future, with continuous technological advancements and industrial chain improvements, humanoid robots will play an increasingly important role in various fields, profoundly changing our lifestyles and work methods. Continuous monitoring of industry trends and timely strategic adjustments are crucial for all participants.

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