By 2030, the projected shipment volume is expected to reach 262,000 units. The robot concept is trending upward, with multiple stocks including Baili Technology hitting the daily limit.

NightAirdropper · 2026-02-24T22:50:37+00:00

On February 24th, attention was drawn to the CCTV Spring Festival Gala humanoid robot performance, leading to a continuous rise in robot concept stocks, with many stocks hitting the daily limit. JD.com robot search volume surged, and related products are selling well. It is expected that the shipment of humanoid robots will increase significantly in the coming years, indicating a broad industry outlook.

NightAirdropper

2026-02-24 22:50:37

Abstract generation in progress

On February 24th, the robotics concept experienced a sharp decline after an early morning surge but continued to rise. According to data from Tonghuashun, as of the time of publication, the constituent stocks Xinjing Power (300157.SZ) hit the 20% daily limit-up, while Fenghua High-Tech (000636.SZ), Changfei Optical Fiber (601869.SH), Senyuan Electric (002358.SZ), Baili Technology (603959.SH), and Huagong Technology (000988.SZ) also reached their daily limit-ups.

On the news front, the 2026 CCTV Spring Festival Gala humanoid robot performance has attracted nationwide attention. It is reported that two hours after the Gala aired, JD.com robot search volume increased by over 300% month-on-month, customer inquiries rose by 460%, and order volume increased by 150%. On New Year’s Eve at 10 PM, JD.com also launched several robots, including models similar to those used in the Gala. Within minutes of the event going live, robots from brands such as Magic Atom, Yushu Technology, and Songyan Power were sold out. Among them, two GALBOT general-purpose robots G1, valued at nearly 630,000 yuan, were also snapped up.

Additionally, Yushu Technology founder Wang Xingxing predicts that this year, the global shipment of humanoid robots will reach at least tens of thousands of units, with Yushu Technology aiming to ship around 10,000 to 20,000 units. However, he also pointed out that due to technological bottlenecks such as embodied intelligence brains, humanoid robots are still in the early stages of application.

Furthermore, the second International Humanoid Robot Forum was held, and Honor announced it will launch the world’s first humanoid robot for mobile phone manufacturers.

In terms of data, Morgan Stanley forecasts that by 2030, China’s humanoid robot shipments will reach 262,000 units, with the industry scale continuing to expand. It also predicts that by 2035, China’s shipments will reach 2.6 million units, and by 2050, global deployment will total 1 billion units. These positive news and forecasts continue to drive the robotics concept higher.

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