The year 2026 heralds a pivotal juncture in the commercialization journey of humanoid robots. During the first half of the year, a number of A-share listed entities operating within the humanoid robot domain and its broader industry ecosystem exhibited remarkable financial results. Specifically, over 80% of companies within the conceptual segment experienced a year-on-year uptick in revenue, with more than half registering an increase in net profits. The swift commercialization of humanoid robot enterprises has catalyzed performance improvements throughout the entire industry chain. Integrated manufacturers, exemplified by Unitree Robotics and UBTECH, have showcased robust revenue and profit trajectories.

At present, the industry is undergoing a transformative shift, transitioning from a period characterized by technological advancements to one of large-scale commercial deployment. This transition is underscored by a consistent upsurge in industry chain orders. Profitability within the sector is on the cusp of a significant turning point, as the primary catalyst for global industry growth transitions from thematic investment to the realization of value through mass production and the fulfillment of tangible orders.