SSE Hosts Humanoid Robot Industry Symposium to Actively Embrace Future-oriented Industries

Securities Times, Zhang Shuxian

Earlier this year, Chinese enterprises such as DeepSeek and Unitree Robotics made remarkable achievements in scientific and technological innovation, attracting global attention. The 2025 Report on the Work of the Government proposed cultivating future industries such as embodied intelligence and developing intelligent manufacturing equipment including intelligent robots, which has aroused heated discussion again. On March 6, the Shanghai Stock Exchange (SSE) hosted the "Future-oriented Industries Summit" Humanoid Robot Industry Symposium, which was attended by more than 20 industrial chain enterprises and professional institutions. They conducted in-depth exchanges around industry hot topics to promote the capital market to support the development of new quality productive forces.

The Humanoid Robot Industry Accelerates Its Development

In 2023, the Ministry of Industry and Information Technology (MIIT) released the Guiding Opinions on the Innovative Development of Humanoid Robots. In 2024, MIIT, along with six other departments such as the Ministry of Science and Technology, jointly issued a document ranking humanoid robots as the foremost among the ten iconic products of future industries. In the 2025 Report on the Work of the Government, humanoid robots were assigned an unprecedented strategic significance. These favorable policies are driving the industry to accelerate its development and sparking a trend of scientific and technological innovation.

Humanoid robots integrate multiple industries and disciplines, sharing technological origins with the six strategic emerging industries on the SSE STAR Market. The SSE STAR Market has seen numerous listed companies achieve coordinated development in areas such as new-generation information technology, high-end equipment manufacturing, and new materials, gathering upstream and downstream enterprises of the industrial chain to support the industrialization of humanoid robots. In recent years, 14 companies listed on the SSE STAR Market have incorporated humanoid robots and embodied intelligence R&D into their special action plans. Some companies have achieved notable success. For example, Leader Harmonious Drive Systems Co., Ltd. has broken the import monopoly of harmonic reducers, the core component of robots, holding over 60% of the domestic market share. Meanwhile, Kinco Automation (Shanghai) Co., Ltd. is a leading manufacturer of servo motors for mobile robots.

Coupling Development Empowers Comprehensive Growth of Humanoid Robots

The importance of "coupling" for the long-term healthy development of the industry was emphasized multiple times in the symposium. To break through technological bottlenecks, it is essential to strengthen the integration of industry, academia, and research, increase investment in technological R&D, and tackle technical challenges. To promote commercialization, it is crucial to enhance the deep coupling of product R&D with application scenarios and explore customer needs in multiple fields. The healthy development of the industry cannot be separated from the coupling between robot manufacturers and upstream supply chain partners, requiring coordinated growth of robot manufacturers and component suppliers. Additionally, companies suggest that resources such as funds and data should be further directed towards the humanoid robot industry.

The relevant person in charge in the SSE stated that it will implement the decisions and deployments of the State Council, and accomplish well in technology finance, green finance, inclusive finance, pension finance, and digital finance. Besides, the exchange will improve supporting measures such as the "Eight STAR Market Measures" and "Six M&A Measures", enhance the inclusiveness and adaptability of various systems of the SSE STAR Market, leverage its advantages in supporting scientific and technological innovation, and elevate the service capability for the development of future industries.

The above information is provided for reference purposes only and does not constitute investment advice.