2026 is regarded as the key year for commercialization of humanoid robots. In the first half of the year, many A-share listed companies with humanoid robots and industrial chains achieved impressive growth. From complete machines and core hardware to system integration, there were clear signs of profit improvement in various segments of the industry chain. According to Wind data, there are 119 companies in the A-share humanoid robot concept sector. Of these, over 80% of companies achieved year-on-year revenue growth in the first half of the year, and more than half of the companies achieved year-on-year increase in net profit in the first half of the year. Since 2026, humanoid robot companies have penetrated real-world application scenarios and accelerated commercialization, driving the performance of humanoid robot industry chain companies to increase in the first half of the year. Looking at machine manufacturers, Yushu Technology and Preferred Choice both had good revenue and profit performance in the first half of the year. Currently, the humanoid robot industry is at the dawn of moving from technological breakthroughs to large-scale commercialization. Judging from the 2026 semi-annual report results, orders in the industry chain continue to grow, and the industry's profit inflection point is gradually getting closer. CICC pointed out that the core driving force of the global humanoid robot industry will shift from themed investments based on technological imagination to industry value fulfillment based on mass production progress and actual scenario orders.

2026 is regarded as the key year for commercialization of humanoid robots. In the first half of the year, many A-share listed companies with humanoid robots and industrial chains achieved impressive growth. From complete machines and core hardware to system integration, there were clear signs of profit improvement in various segments of the industry chain. According to Wind data, there are 119 companies in the A-share humanoid robot concept sector. Of these, over 80% of companies achieved year-on-year revenue growth in the first half of the year, and more than half of the companies achieved year-on-year increase in net profit in the first half of the year. Since 2026, humanoid robot companies have penetrated real-world application scenarios and accelerated commercialization, driving the performance of humanoid robot industry chain companies to increase in the first half of the year. Looking at machine manufacturers, Yushu Technology and Preferred Choice both had good revenue and profit performance in the first half of the year. Currently, the humanoid robot industry is at the dawn of moving from technological breakthroughs to large-scale commercialization. Judging from the 2026 semi-annual report results, orders in the industry chain continue to grow, and the industry's profit inflection point is gradually getting closer. CICC pointed out that the core driving force of the global humanoid robot industry will shift from themed investments based on technological imagination to industry value fulfillment based on mass production progress and actual scenario orders.