# Humanoid Robot Applications Continue to Expand, Core Component Investment Opportunities Draw Attention

- Source: 36Kr Embodied Intelligence
- Published: 2026-10-26T23:21:59.000Z
- RoboHot: https://robohot.news/en/items/uj058j3yamma1gg43jnuas11d
- Original: https://36kr.com/newsflashes/4043296859837574?f=rss

## Summary

Data from the Ministry of Commerce shows that in the first three quarters of this year, sales of embodied intelligent robots on key platforms grew 22.6% year on year. Analysts believe the humanoid robot industry is at an important stage of mass-production validation and scenario deployment, and that investment opportunities are expected to extend to areas such as core components, control platforms, and data infrastructure. Industrial investment should focus on companies' technological advantages, cost control, batch delivery capability, and progress in order fulfillment and model iteration.