The performance of the humanoid robot sector is active. Institutions are optimistic about investment opportunities in the related industry chain.

date
15/07/2025
On July 14th, the humanoid robot sector was active, with Bushi Stock, Changsheng Bearing both rising by more than 11%, and stocks like New Times Reach and Anander hitting the daily limit up. Recently, events in the humanoid robot sector have continued to catalyze. On one hand, a holding platform jointly set up by Shanghai Zhiyuan New Technology Co., Ltd. and its core team plans to take over Shangwei New Materials; on the other hand, China Mobile's procurement and bidding website shows that Zhiyuan Robotics and Yushu Technology have won the bid for the humanoid bipedal robot OEM service procurement project of China Mobile Information Technology Co., Ltd. Analysts believe that the humanoid robot sector currently has relatively high configuration cost-effectiveness, and in the short term, it is necessary to pay close attention to the industry's volatility driven by events.