The humanoid robot sector is gradually entering the allocation range; Silingzhi rises more than 10%.

（Source: 财闻）

          Tesla Optimus 3 will begin production this summer. It will follow an S-curve ramp-up, and is expected to enter a high-volume stage next year. At the same time, the Optimus version will continue to be updated, which is expected to further enrich product applications and move toward the consumer (C-end) market.            

March 25, the humanoid robot concept gained activity in the afternoon. Slinger Intelligent Drive (301550.SZ) rose more than 10%. Demax Technology (688360.SH), Wuzhou New Spring (Rights Protection) (603667.SH), Wanxiang Qianchao (000559.SZ), Ruihua Technology (603933.SH), and Oubi Zhongguang-UW (688322.SH) also rose.

According to the news, Bank of America predicts that the annual shipment volume of humanoid robots will increase from 90k units in 2026 to 1.2 million units in 2030, representing a compound annual growth rate of as high as 86%—faster than the growth rate of the earlier electric vehicle market.

In addition, the Shanghai Stock Exchange has accepted the 树科技 Science and Technology Innovation Board IPO application. The company plans to raise RMB 90k. The prospectus has been made public. The company is aiming to become the first listed company in the Science and Technology Innovation Board for embodied intelligence. The prospectus shows that in 2025, 树科技’s revenue was RMB 4.2B, up 335% year over year. Adjusted net profit was RMB 600 million, up 674% year over year, mainly due to the rapid growth in unit sales of products during the period.

A research report from CICC (China International Capital Corporation) pointed out that the humanoid robot sector has gradually entered the allocation range, and the 树科技 IPO and Tesla V3 are both building momentum for launch. In the domestic market, the Spring Festival Gala on the Year of the Horse has sparked attention for domestically made robots, demonstrating outstanding motion-control and operation capabilities. 2026 is expected to become a big year for humanoid-category applications. Meanwhile, domestically made robot companies such as 树科技 continue to push forward with IPOs. Their end-product value per unit is high and close to end customers, and they hold a significant position in the industrial chain, with strong brand influence. End-product manufacturers may see a revaluation of their valuations, so investors are advised to pay attention to related supply chains. In overseas markets, Tesla Optimus 3 will begin production this summer, following an S-curve ramp-up. It is expected to enter a high-volume stage next year. At the same time, the Optimus version will continue to be updated, which is expected to further enrich product applications and move toward the consumer (C-end) market.

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