Driven by multiple factors such as breakthroughs in artificial intelligence (AI) technology and growing demand for manufacturing transformation and upgrading, the robot industry has become a focal area in the capital market.
Since October 2025, the A-share market has witnessed a surge in layout of the “robot concept”. According to incomplete statistics, over 10 listed enterprises have newly added the “robot concept” through strategic cooperation, technological expansion, or capital involvement. Ranging from core component R&D to complete machine solutions, and from industrial robots to humanoid robots, these enterprises have demonstrated diversified development paths. Notably, some enterprises with expertise in precision automation equipment, such as those specializing in syringe automatic assembly equipment, have also leveraged their mature automated assembly, precision control, and vision inspection technologies to smoothly extend into the robot field, forming a unique competitive advantage.
October 29: Changan Automobile and Gangdi Technology Both Add the “Robot Concept”
As a domestic automobile manufacturer, Changan Automobile’s layout in the robot business has attracted much attention. Centering on core scenarios, the company has innovatively proposed the “1+N+X” strategy to deploy intelligent automotive robot technology and business. In the field of humanoid robots, Changan Automobile has joined hands with leading partners to jointly develop humanoid robots, breaking through core technologies such as the robot’s “brain”, “energy”, and “drive” systems.
Gangdi Technology, which also added the concept on the same day, has entered the market from the core component segment. The company’s independently developed SD400 series servo systems boast significant technological advantages: their response time is reduced to the millisecond level, position control accuracy reaches the micrometer level, and they can still maintain stable operation under extreme working conditions. These features make them perfectly suitable for application scenarios such as robot joint drive, spray path optimization, and precise execution of welding processes. At present, this product has passed a number of rigorous tests and is gradually being launched into the market.
October 28: Yunji Group and Shenglong Co., Ltd. Join the “Robot Concept” Camp
Yunji Group was included in the concept because its “Mining Intelligent Industrial Inspection Robot V1.0”, released through its wholly-owned subsidiary Huayun Zhiyuan (Chengdu) Technology Co., Ltd., is an industry-leading pre-integrable mining AI intelligent industrial robot. It relies on the belt conveyor scenario digital intelligence solution and advanced AI algorithms of the Pangu large model incubated by the “Yunji Group-Huawei Joint Innovation Center”, is based on Huawei Ascend series AI processors and inference platforms, and is co-developed with Guimu Robot, a strategic ecological partner in the customized robot equipment industry.
Shenglong Co., Ltd. revealed at its 2025 Q3 earnings briefing that the company, together with its joint venture Shenglong Riken, is fully advancing R&D in the robot field. At present, product samples have entered the customer communication stage, indicating that the company’s technological accumulation in the precision manufacturing field is extending to the robot sector. This extension is similar to how enterprises engaged in syringe automatic assembly equipment transfer their precision assembly and quality control technologies to robot component manufacturing, laying a solid foundation for product reliability.
October 27: Four Listed Enterprises – Ningbo Fangzheng, Kabeyi, AVIC Heavy Machinery, and Chunqiu Electronics – Simultaneously Add the “Robot Concept”
Ningbo Fangzheng has chosen to sign a strategic cooperation agreement with Shandong Future Robot, focusing on cooperation in the R&D and production of deep-sea robot components. This layout aligns with the national marine power strategy; as an important branch of special robots, deep-sea robots have broad application prospects.
Kabeyi has adopted a two-wheel drive strategy of “endogenous growth + external synergy”, systematically deploying its robot business by establishing a robot division and a high-standard robot cable laboratory.
AVIC Heavy Machinery successfully entered the robot field by virtue of technological breakthroughs from its subsidiary AVIC Liyuan Hydraulic Co., Ltd. The company has completed the delivery of a prototype of a piston pump for robot joint movement and the assembly of a prototype of a deep-sea piston pump product. These core hydraulic components are key parts of the robot joint system, with high technical barriers, reflecting the company’s profound accumulation in the precision manufacturing field.
Chunqiu Electronics has deployed its robot business through its wholly-owned subsidiary Hefei Jingwei Electronic Technology Co., Ltd. The subsidiary’s main business covers multiple links such as industrial robot manufacturing, sales, and intelligent robot R&D. Notably, the company had already added the “humanoid robot” concept as early as August this year. Currently, it is jointly conducting product R&D on humanoid robot skeletons with customers, demonstrating active exploration in the application of robot materials.
October 24: N Chaoying Adds the Concept with Technological Breakthroughs in Robot Circuit Boards
N Chaoying newly added the “robot concept” by virtue of its technological breakthroughs in the field of robot circuit boards. The company established an impedance project team and successfully developed a method to make 30 groups of impedances meet the requirements simultaneously and operate stably on a single circuit board. It also uses high-quality materials for multi-layer board lamination and has completed stability tests under harsh conditions. At present, such products are widely used in robots of Fanuc (Japan).
October 22: Zhejiang Yongqiang Enters the Robot Field through Direct Investment
Zhejiang Yongqiang has entered the robot field by directly investing in Shanghai Changke Technology Co., Ltd. Currently, it holds a 10% stake in the company, whose main products include lawn-mowing robots and hand-held lawn mowers, among other power tools. This model of deploying in the robot track through capital involvement provides new ideas for the transformation and upgrading of traditional enterprises.
October 20: Towe Information Adds the “Robot Concept”
Towe Information was included in the concept because it, together with its subsidiary Kaihong Zhigu, reached a strategic cooperation with Zhiyuan Robot, jointly creating and launching the “HarmonyOS + AI” talent training scenario, which integrates the open-source HarmonyOS talent training system and the robot ecosystem platform.
October 15: Xinbo Co., Ltd. Actively Deploys Robot Component Products
Xinbo Co., Ltd. has actively deployed in robot component products by establishing Anhui Ruibo Zhidong Robot Co., Ltd. The company has completed the drawing design of relevant products and entered the mold opening stage. It has also signed confidentiality agreements with some leading robot companies to jointly develop components made of magnesium-aluminum alloys. Lightweight materials have broad application prospects in the robot field, and this layout is in line with industrial development trends.
October 9: Jianghai Co., Ltd. Adds the “Robot Concept” with Product Applications in Servo Systems
Jianghai Co., Ltd. newly added the “robot concept” due to the application of its products in servo systems. As the core control system of robots, servo systems have extremely high requirements for components, and the company’s products can meet these requirements, reflecting its technological strength in the field of electronic components.
Conclusion
This layout frenzy not only reflects enterprises’ keen grasp of cutting-edge technological trends but also indicates that the robot industry is becoming an important force driving manufacturing upgrading and digital transformation. For investors, while seizing opportunities, they also need to view the cycle of technological R&D and commercialization in a rational manner.
