Recent policy initiatives from national and local governments have intensified support for the robotics industry, driving technological innovation, industrial upgrades, and ecosystem development. Concurrently, capital continues to flow into the A-share market’s robotics sector, reflecting robust investor confidence.
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Embodied Intelligent Robots Gain Momentum as Chongqing Seizes Strategic Position
Chongqing hosted the “2025 Embodied Intelligent Robot Technology Industry Finance Conference & Chongqing Robotics and Intelligent Equipment Industry Association Annual Meeting” on February 26. Supported by industry leaders including Seres, Changan Automobile, and Chongqing Construction Industry, the event featured a strategic cooperation signing ceremony for a 10-billion-yuan credit line from Bank of Communications. Additionally, an expert committee dedicated to embodied intelligent robots was inaugurated, with formal appointments of committee members.
Chongqing’s policy framework reinforces this momentum. The municipality’s “Robot+ Application Action Plan (2024-2027)” targets 80 billion yuan in industry output by 2027, emphasizing manufacturing, agriculture, and smart construction applications. Complementing this, the “Several Policy Measures to Support Embodied Intelligent Robot Industry Innovation” launched in late 2024 has initiated its first batch of “unveiling the list and assigning leaders” projects, focusing on technological breakthroughs and scenario development for intelligent robots.
Currently, over 300 enterprises operate across Chongqing’s intelligent robot industrial chain. The sector demonstrated substantial growth in 2024, with measurable improvements in corporate quality and synchronized increases in investment and industrial expansion for intelligent robots.
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Nationwide Policy Surge Accelerates Intelligent Robot Ecosystem
Throughout 2024, multiple regions including Shanghai, Anhui Province, Hangzhou, and Shandong Province have introduced dedicated industrial policies. These initiatives uniformly prioritize four key dimensions:
- Technology Breakthroughs: Policies emphasize core component R&D—particularly sensors and reducers—and accelerate AI-robotics integration for next-generation intelligent robots.
- Financial Backing: Regional industrial funds are being established, exemplified by Shanghai’s artificial intelligence and embodied intelligent robot industry fund and Shenzhen’s planned 10-billion-yuan AI and robotics fund.
- Application Expansion: “Intelligent Robot Application Scenario Lists” are being deployed nationwide to bridge supply-demand gaps and accelerate product commercialization.
- Standardization: Cities like Shenzhen and Chongqing are forming technical committees to develop localized standards for intelligent robots.
Geographically, robotics-focused listed companies concentrate in Guangdong (21 firms), Jiangsu (17 firms), Zhejiang (16 firms), and Shanghai (10 firms), collectively representing over 70% of China’s total.
Analysts at Guotai Junan Securities highlight that AI advancements and hardware-software optimizations are accelerating humanoid intelligent robot commercialization. Tesla’s Optimus project aims for mass production in 2025, with scaled manufacturing by 2026. Multiple domestic humanoid intelligent robot manufacturers plan external sales, marking 2025 as the industry’s mass-production inflection point.
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February Market Rally Highlights Intelligent Robot Stocks
Robotics stocks surged post-Lunar New Year, averaging 27.12% gains in February. Ten companies, including Shanghai STEP Electric Corporation, Zhongda Intelligent Equipment Group, and Googol Technology, exceeded 50% growth.
Shanghai STEP Electric Corporation led with an 89.74% rally. The company disclosed through investor platforms that its intelligent robot portfolio includes multi-joint robots, SCARA robots (where subsidiary ZWE ranks second domestically and fourth globally in 2020-2023 shipments), and semiconductor robots deployed in wafer fabrication plants.
Institutional interest remains high, with 13 stocks receiving over 10 research visits. Inovance Technology, Fengli Intelligent Electric Power Equipment, and Orbbec Technology attracted 485, 237, and 147 institutional visits respectively. Inovance Technology confirmed during engagements its development of motors, drives, and actuator modules for humanoid intelligent robots, alongside integrated solutions combining PLCs, drives, and industrial robots.