Wang Xingxing Says 2027 May Be the Tipping Point for Humanoid Robots; Robot Concept Stocks Rally Collectively
Unitree Technology's Wang Xingxing stated at the 2026 World Internet Conference Wuzhen Summit that 2027 is very likely to become a critical juncture for the robotics industry or the development of robot models. On November 4, the humanoid robot sector strengthened, with 10 stocks including Zhaowei Machinery & Electronics, Zhenghe Industry, and Keli Sensing hitting the daily limit, while 26 stocks including Leaderdrive, Haozhi Electromechanical, and Zhenyu Technology rose more than 10%. Apple is advancing preparations for the launch of a home robot, and Meta has partnered with Fourier Intelligence to develop a humanoid robot prototype named "Max" equipped with NVIDIA chips.
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Humanoid robot concept stocks showed strong performance on November 4. Within the sector, 10 stocks including Zhaowei Machinery & Electronics, Zhenghe Industry, and Keli Sensing hit the daily limit; 26 stocks including Leader Harmonious Drive, Haozhi Electromechanical, and Zhenyu Technology rose more than 10%.
In the view of market participants, today's strength in the humanoid robot sector, in addition to being driven by the broad A-share rebound, is also related to some positive news within the industry.
According to a report cited by Securities Times, in response to new CEO John Ternus's enthusiasm for the robotics track, Apple is going all out to advance the preparations for launching a home robot. Apple's new chief executive, John Ternus, wants the company to seriously commit to the robotics business.
In addition, according to The Information as relayed by Securities Times and National Business Daily, Meta has partnered with Fourier Intelligence to develop a humanoid robot prototype named "Max," which is equipped with Nvidia chips, and is currently developing a second-generation product.
At the ongoing 2026 World Internet Conference Wuzhen Summit (the "Wuzhen Summit"), Xiaomi disclosed the latest progress in deploying its robotics business in industrial manufacturing and home scenarios.
Wang Xingxing of Unitree Robotics said at the Wuzhen Summit that 2027 has a high probability of becoming a critical inflection point for the robotics industry or the development of robot models.
The "GPT moment" of embodied intelligence is when robots can complete about 80% of tasks through voice commands in about 80% of unfamiliar scenarios. Wang Xingxing said this time that the world's top models are already very close to this goal, but key technical obstacles remain.
And at the earlier 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference, Wang Xingxing also said that physical AI has now shown signs of being broken through, and it is very likely to happen in the next 1-2 years or 2-3 years.
According to statistics from Sinolink Securities, leading global companies are currently accelerating the pace of iteration of embodied models. For example, AgiBot iterated 3 times in all of 2025, and has already iterated 8 times in the first ten months of this year.
Alibaba (DAMO Academy/Tongyi) iterated 4 times in 2025, and iterated 17 times in the first ten months of this year.
Unitree Robotics, Galaxea, and others are also accelerating the iteration speed of embodied models.
Meanwhile, segments such as dexterous hands (Weichuang Electric, Zhejiang Rongtai, MOONS' Electric, etc.), reducers (Shuanghuan Driveline, Kaidi Co., Ltd., Fiyta, etc.), and lead screws (Shuanglin Co., Ltd., Rongtai Co., Ltd., Best, etc.) have attracted considerable market attention.
(Source: East Money Research Center) Middle of the article Embedded advertisement