--- title: "For the stars and the sea? Listed companies are rushing into the robotics sector." type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/32178053.md" description: "With the strong empowerment of AI technology, the robotics sector continues to heat up, becoming a focal point in the capital market, with many listed companies crossing over to make strategic moves. On July 24, $SHOUCHENG(00697.HK) Shoucheng Holdings (00697.HK) announced that the Beijing Robotics Industry Development Investment Fund, managed by its subsidiary, has completed an investment in Beijing Accelerated Evolution Technology Co., Ltd., entering the humanoid robotics sector. It also stated that it will continue to increase its investment in the robotics industry. Shoucheng Holdings is one of the listed companies with the most intensive moves in the robotics sector. 2023..." datetime: "2025-07-24T07:58:34.000Z" locales: - [en](https://longbridge.com/en/topics/32178053.md) - [zh-CN](https://longbridge.com/zh-CN/topics/32178053.md) - [zh-HK](https://longbridge.com/zh-HK/topics/32178053.md) author: "[财华社](https://longbridge.com/en/profiles/11651030.md)" --- # For the stars and the sea? Listed companies are rushing into the robotics sector. With the strong empowerment of AI technology, the robotics sector continues to heat up, becoming a focal point in the capital market, with many listed companies crossing over to make strategic moves. On July 24, $SHOUCHENG(00697.HK) Shoucheng Holdings (00697.HK) announced that its subsidiary-managed Beijing Robotics Industry Development Fund has completed an investment in Beijing Accelerated Evolution Technology Co., Ltd., entering the humanoid robotics sector. It also stated that it will continue to increase investments in the robotics industry. Shoucheng Holdings is one of the most active listed companies in the robotics sector. In 2023, the company co-established the Beijing Robotics Industry Development Fund with a total scale of RMB 10 billion (same below). Starting in 2024, the company has continuously invested" in multiple robotics companies, including participating in the Series C funding of Unitree Technology and a new round of financing for Galaxy General Robotics. **Which companies are keen on crossing into robotics?** In recent years, the AI wave has surged, with multimodal large models emerging. The integration of these models with robotics hardware has moved from the lab to large-scale applications. Embodied robots are the focus of the robotics sector. Unlike traditional robots, embodied robots have physical bodies, emphasizing the unity of "body-environment-intelligence," and can interact with the real world through sensors, actuators, and intelligent algorithms. Shoucheng Holdings is just a microcosm of listed companies crossing into robotics. Over the past two to three years, companies in automotive, home appliances, and smartphone sectors have led a wave of cross-industry entries into robotics. **1) Automotive sector.** For automakers, embodied robots synergize with technologies like autonomous driving and motors, overlapping with their supply chains. Entering robotics can reduce costs for both car and robot manufacturing. Meanwhile, with intense competition in the auto market, robotics offers a new growth curve. Most leading automakers have ventured into robotics, including Tesla (TSLA.US), BYD (01211.HK), GAC Group (02238.HK), XPeng (09868.HK), and Chery, through in-house R&D or partnerships in humanoid robotics. For example, GAC Group, facing performance pressure, sees robotics as a new growth opportunity. It has launched the third-generation embodied intelligent humanoid robot GoMate and plans to achieve mass production of self-developed components by 2025. **2) Home appliance sector.** For home appliance companies, with saturated and homogeneous markets, robotics is a new growth area. Robotics can integrate with smart home ecosystems, and appliance manufacturers' production and supply chain advantages lower entry barriers. Currently, Midea (00300.HK), Haier (06690.HK), and Roborock have entered fields like cleaning robots, humanoid robots, and industrial robots. Midea has long been in industrial robotics and recently entered humanoid robotics. In May, its first humanoid robot, "Milo," started work in its factory. Midea aims to build a dual-track robotics ecosystem for both industrial and consumer use. **3) Smartphone sector.** Xiaomi (01810.HK), Honor, and Vivo entered robotics based on technology reuse (AI, imaging, chips) and ecosystem expansion (smart home, IoT). In May, Honor showcased its quadruped robot "Honor Walker," setting an industry record with a speed of 4m/s. Honor plans to invest $10 billion over five years in AI and robotics. Other companies have entered robotics through investments or subsidiaries to position themselves in the trillion-dollar market. These cross-industry players are mostly manufacturing leaders. For example, Lens Technology (06613.HK) invested in industrial inspection robots, Soling Technology (603992.SH) established a robotics subsidiary, and Oriental Precision (002611.SZ) partnered with Leju Robotics. **Can robotics give companies wings?** Some believe Tesla could disrupt traditional automakers with EVs and do the same with its Optimus robot. Domestic robotics technology is now on par with global giants like Tesla. With localization and scale, component costs have dropped, paving the way for commercialization. For manufacturing leaders, entering robotics is essential—those who don’t adapt risk being left behind. Robotics offers opportunities to improve efficiency, quality, and service while reducing costs, acting as "wings" for growth. Shoucheng Holdings has reaped rewards. In its 2024 earnings call, Chairman Zhao Tianyang said the Beijing Robotics Fund’s value has tripled, with some projects yielding 10x returns. The company plans to invest in over 10 robotics firms annually in the next two to three years. Guojin Securities notes that robotics' growth is driven by the "data flywheel"—more robots generate more data, improving models and accelerating adoption. **Conclusion** The robotics boom reflects technological and industrial evolution. From Shoucheng’s high returns to Honor and GAC’s investments, cross-industry players are positioning for future productivity. As technology advances and commercialization expands, robotics could be a lifeline—but success depends on turning technical advantages into market competitiveness. Author: Yao Yuan ### Related Stocks - [00697.HK](https://longbridge.com/en/quote/00697.HK.md)