---
title: "Humanoid robots are accelerating towards the mass production verification phase, continuously focusing on investment opportunities in the robot ETF E Fund (159530)"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281875629.md"
description: "As of the market close, the CNI Robot Industry Index fell by 0.2%. Guojin Securities' research report pointed out that the prosperity of humanoid robots is accelerating upward. The 10,000th general-purpose embodied robot from Zhiyuan Robotics has officially rolled off the production line, and UBTECH's full-size humanoid revenue and sales have both topped the global charts. UBTECH's full-size humanoid revenue is expected to reach 820 million yuan and sales 1,079 units by 2025, both ranking first globally, with humanoid business revenue accounting for 41%. The rollout of tens of thousands of units and the delivery of thousands of units mark that humanoid robots have entered the mass production verification phase, and companies with first-mover mass production capabilities are expected to benefit"
datetime: "2026-04-07T11:38:19.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281875629.md)
  - [en](https://longbridge.com/en/news/281875629.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281875629.md)
---

# Humanoid robots are accelerating towards the mass production verification phase, continuously focusing on investment opportunities in the robot ETF E Fund (159530)

As of the market close, the CNI Robot Industry Index fell by 0.2%.

Guojin Securities' research report pointed out that the prosperity of humanoid robots is accelerating upward. The 10,000th general-purpose embodied robot from Zhiyuan Robotics has officially rolled off the production line, and UBTECH's full-size humanoid revenue and sales have both topped the global charts. UBTECH's full-size humanoid revenue is expected to reach 820 million yuan and sales 1,079 units by 2025, both ranking first in the world, with the humanoid business accounting for 41% of total revenue, marking its first leap to become the company's largest source of income. The product has been deployed in industrial scenarios such as automotive manufacturing, with a deployment rate exceeding 80%.

The transition from technical validation to mass production is a key milestone for the realization of value in emerging industries. The rollout of tens of thousands of units and the delivery of thousands of units signify that humanoid robots have entered the mass production verification phase, and the large-scale deployment in industrial scenarios indicates a shift in orders from "trial use" to "essential procurement." Leading component and complete machine enterprises with first-mover mass production capabilities are expected to benefit first.

Daily Economic News

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