CITIC Securities: The humanoid robot sector is gradually entering the allocation range

K-LinePoet · 2026-03-24T15:57:21+00:00

China Construction Bank Investment Research Report indicates that the humanoid robot sector is gradually entering an investment allocation phase. With Unitree's IPO and Tesla's Optimus 3 set to commence production, industry prospects are looking positive. The report predicts that 2026 will be a key year for humanoid robot applications.

K-LinePoet

2026-03-24 15:57:21

Abstract generation in progress

CITIC Securities Research Report points out that humanoid robot sector is gradually entering the allocation range, with Yushu IPO and Tesla V3 both poised for launch. Domestically, the Chinese New Year Gala has sparked renewed interest in domestic robots, showcasing excellent motion control and operational capabilities. 2026 is expected to become a major year for humanoid applications. Meanwhile, domestic robot companies like Yushu continue to push forward with IPOs. Their core products have high value and are close to end customers, with a prominent position in the supply chain and strong brand recognition. Core manufacturers are likely to see valuation reassessment, and it is recommended to monitor related supply chains. Overseas, Tesla’s Optimus 3 will start production this summer, following an S-curve ramp-up, and is expected to reach high production levels next year. Additionally, Optimus versions are continuously updated, which may further expand product applications and target the consumer market.

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