Judging from the current state of industry development, the “2026 Global Humanoid Robot Market Research Report” published by international consulting agency Frost & Sullivan shows that global humanoid robot sales reached 36,000 units in the first half of 2026, with market revenue of 540 million US dollars during the same period. Both indicators surpassed last year. The industry has entered a large-scale delivery period and is expected to welcome large-scale expansion. From a domestic perspective, robot exports have been strong since this year. According to statistics from Shenzhen Customs, from January to August of this year, Shenzhen exported a total of 11.13 billion yuan of single-category robots, a sharp increase of 12.2 times over the previous year. Driven by factors such as technology drive, cost reduction, and scenario expansion, China's humanoid robot industry will usher in an era of large-scale production, and the development path is relatively clear. As of October 23, the total market value of 122 humanoid robot concept stocks was about 5.5 trillion yuan. Looking at performance growth, the stock price has outperformed the humanoid robot index since the second half of the year, and the agency unanimously predicts that there are 13 concept stocks that are expected to continue to increase net profit by more than 50% in 2026 and 2027, distributed in Shenwan's second-level automation equipment, general equipment, small metals and other industries. The agency unanimously predicts that net profit will increase by more than 200% in 2026. There are 6 individual stocks, including Dongfang Zirconium, Jingpin Special Equipment, Haozhi Electromechanical, and Sanxiang New Materials.