Today, the concept of robot actuators is rising, and the market is showing a hot scene.
Robot ETF Investment (560770) quickly shot higher, rising 2.21%.
Among them, the heavyweight Green Harmonic rose 7%, and iFlytek, SUPCON Technology, and Tuopu Group rose more than 3%.
Sanhua Intelligent Control and Hengli Hydraulics, newly included in the mid-year position adjustment, also strengthened simultaneously.
Under the resonance of multiple factors such as the mid-year rebalancing of the CSI Robot Index, the acceleration of mass production of humanoid robots, and the intensive fulfillment of industry chain orders, the robot sector has ushered in a strong upward momentum.
According to the news, Deutsche Bank pointed out in the latest report that the humanoid robot market is transitioning from the hype stage to the early large-scale commercialization stage.
Deutsche Bank has more than doubled its forecast for global humanoid robot shipments in 2026 to nearly 50,000 units, and to 700,000 and 7 million units in 2030 and 2050 respectively.
China is expected to maintain its position as the world’s largest market for the foreseeable future, with shipments expected to double to approximately 40,000 units in 2026.
This fully demonstrates China’s huge potential in the humanoid robot market.
Deutsche Bank believes that humanoid robots will continue to penetrate into diverse scenarios such as household cleaning, factory cargo sorting, road and airspace navigation, and even military use.
The capabilities of large-scale models are extending from desktop and mobile terminals to physical machines that can operate independently in the real world. The scale-up stage of physical artificial intelligence has entered a critical window.
On June 15, the CSI Robot Index completed the 2026 mid-term periodic position adjustment, and officially added three core targets of the humanoid robot industry chain: Sanhua Intelligent Control, Hengli Hydraulics, and Hongying Intelligent.
After the position adjustment was completed, according to Wind data, the weight of “humanoid robot”-related constituent stocks in the index increased from the previous 63.04% to 71.8%, a jump of about 8 percentage points.
This rebalancing reflects that the index has gradually shifted its focus from the relatively comprehensive and broad industrial automation industry chain to the core hardware of humanoid robots.
As a global leader in thermal management components, Sanhua Intelligent Controls has been actively deploying robot thermal management and precision actuator components in recent years.
Hengli Hydraulics is a leading domestic hydraulic parts company. Relying on precision hydraulic transmission technology, Hengli Hydraulics has accelerated its expansion to core components of humanoid robots such as joint actuators, and is positioned as a core supplier of planetary roller screws, which are key transmission components for linear joints of humanoid robots.
In addition, the inclusion of Hongying Intelligent (instrument manufacturing industry, market value of approximately 4.7 billion yuan) focuses on embodied sensing facilities as a structural supplement.
The traditional system integrators transferred out are mainly focused on the automotive/general industry as their main service targets. Their business has limited relevance to the direction of humanoid robots, accounting for less than 0.25%, and the total accounted for about 0.77%, including Paislin, Maihe Co., Ltd., Jinzi Tianzheng, and Kelda.
The underlying logic that supports the continued strength of the robotics sector comes from intensive realization on the industrial side.
In terms of policy, the Ministry of Industry and Information Technology and the State-owned Assets Supervision and Administration Commission jointly issued the 2026 Special Action Notice on Humanoid Robots and Embodied Intelligent Real-Scene Training, proposing that by the end of 2026, key products such as humanoid robots will be the first to complete application verification and normal deployment in a number of representative scenarios, and start the “operation mode.”
From a catalytic perspective, mass production of Optimus is gradually approaching. Recently, Tesla’s guidance on supply chain volume and production has gradually become clearer, and the pace of volume expansion has gradually been verified. The subsequent V3 product release and mass production promotion still deserve close attention.
At the same time, the IPO of domestic robot companies continues to advance – Yushu Technology has successfully passed the meeting, and it is expected that the ontology-side valuation system will usher in a reconstructive revaluation.
CITIC Construction Investment pointed out in a research report on June 15 that there have been adjustments in the robotics sector recently, but this is mainly due to fluctuations in financial sentiment. Physical AI narrative is an industry trend that is effectively advancing and deserves great attention.
CITIC Construction Investment believes that physical AI is the next wave of artificial intelligence, and robots are one of the best physical carriers of AI.
Based on comprehensive judgment, it is expected that the sector will continue to be catalyzed in the next quarter, and the price/performance ratio will be highlighted after the current correction. It is recommended to focus on high-quality links – especially core parts suppliers that have received clear mass production order guidance.
The Robot ETF Investment Promotion (560770) tracks the CSI Robot Index and covers the entire industry chain including system solution providers, automation equipment manufacturers, and core component manufacturers.
The top ten heavyweight stocks include Han’s Laser, Inovance Technology, Sanhua Intelligent Control, iFlytek, SUPCON Technology, Hengli Hydraulics, Top Group, Green Harmonics, Dahua Technology, and Shuanghuan Transmission.
