The World Robot Conference 2025 will be held in Beijing from August 8th to 12th, with the theme of "Making Robots Smarter, Making Bodies More Intelligent". As the conference approaches, the capital market has responded in advance, and the robotics sector has been strengthening recently. On August 4th, the sector rose by 2.60%, and the humanoid robot sub-sector even surged by 3.05%. Industry insiders believe that under the multiple favorable conditions of policy support, technological breakthroughs, and capital influx, the robotics industry is expected to usher in a golden development period.

The robot industry is at the "right time" As the top-tier event in the global robotics field, this conference, themed "Making Robots Smarter, Making Bodies More Intelligent", has attracted over 200 enterprises from more than 20 countries and regions, showcasing the latest achievements in the fields of humanoid robots, industrial robots, special robots, and more.

On the 4th, the stock market showed that Xiasha Precision, Shanghai Xiba, Wuzhou Xinchun, Zhongma Transmission, Tianqi Shares, Jingpin Special Equipment, Changsheng Bearing, Redick, Jizhi Shares, and Leisai Intelligent rose by 10.01%, 10%, 10%, 9.99%, 9.97%, 9.28%, 8.88%, 7.69%, 7.08%, and 6%, respectively.

In terms of individual stocks, recently, Everwin Precision has established cooperation with multiple leading humanoid robot brands both domestically and internationally, and orders have already entered mass production; Yutai Micro has currently developed Ethernet products compatible with robot motion control and has achieved applications in the field of humanoid robots, gradually starting to generate revenue; Yushu Technology has signed strategic cooperation agreements with Hong Kong-listed company Superstar Legend and Zhejiang Taotao Vehicle Industry Co., Ltd. respectively.

The robot sector is "sucking in money"

The 2025 World Artificial Intelligence Conference (WAIC) has just concluded, with all indicators reaching record highs. Among them, the number of offline visitors exceeded 305,000, and the total online traffic exceeded 2.36 billion, an increase of 21.6% compared to the previous edition; over 100 products made their "global debut" or "Chinese premiere" at the event.

"Many manufacturers have launched new products. A number of institutions and enterprises, including Zhuji Dynamics, Zhiyuan Robot, Shangtang Technology, Kuawei Intelligence, Tencent, Yinsi Robot, Ruierman, Yuequan Bionics, Fourier, and Qinlang Robot, have introduced products related to ontology, core components, and embodied intelligence platforms." Gong Siwen, an analyst at Guoyuan Securities, suggested paying attention to investment opportunities in related industrial chains.

In the secondary market, humanoid robot concept stocks have become the new darlings of investors, with robot ETFs continuously attracting capital over the past five trading days.

"The aging population and rising labor costs are driving the increase in the penetration rate of service robots. In addition, humanoid robots are accelerating their replacement of manual labor in scenarios such as automobile manufacturing and logistics sorting. Enterprises with core component self-research capabilities and tied to leading customers are more certain." Regarding investment strategy, a senior investment advisor from Huatai Securities told the reporter of "Dazhong Securities Daily" on the 4th, "The first 10-fold bull stock this year, Shangwei New Materials, is rooted in the concept of robots: the embodied intelligence enterprise Zhiyuan Robot plans to seek control of Shangwei New Materials through a shareholding platform jointly funded by the company and its core team, by combining agreement transfer and tender offer. This also clarifies that robots remain a popular investment direction this year." Reporter Zhang Zhao (Reproduced from: The Paper)