Domestic robot exports usher in explosive growth; 13 undervalued, high-performing humanoid robot potential stocks unveiled.

From the perspective of the current state of industry development, the "2026 Global Humanoid Robot Market Research Report" released by the international consulting firm Frost & Sullivan shows that in the first half of 2026, global humanoid robot sales reached 36,000 units, with market revenue of US$540 million during the same period. Both indicators exceeded the full-year levels of last year, and the industry has entered a phase of large-scale delivery and is expected to usher in large-scale expansion. Domestically, robot exports have shown strong momentum since the beginning of this year. According to Shenzhen Customs statistics, from January to August this year, Shenzhen's total exports of robots under separately listed categories reached 11.13 billion yuan, a year-on-year surge of 12.2 times. Driven by factors such as technological innovation, cost reduction, and scenario expansion, China's humanoid robot industry will enter an era of large-scale production, with a relatively clear development path. As of October 23, the total market value of 122 humanoid robot concept stocks was approximately 5.5 trillion yuan. Considering earnings growth, since the second half of the year, there have been 13 concept stocks whose share prices have underperformed the humanoid robot index and for which institutional consensus forecasts indicate net profit growth is expected to continue exceeding 50% in 2026 and 2027. These are distributed across Shenwan secondary industries such as automation equipment, general equipment, and minor metals. There are 6 stocks for which institutional consensus forecasts indicate net profit growth exceeding 200% in 2026, including Orient Zirconic, Jingpin Tezhuang, Haozhi Electromechanical, and Sanxiang Advanced Materials.