On June 18, the overall performance of the A-share robot concept sector was strong, showing a general upward trend, with many individual stocks hitting their daily limit or rising sharply.
Among them, Eston (SZ002747), the domestic leader in industrial robots, continued to rise and hit the daily limit after the market opened. As of the close, the amount of funds to close orders at the daily limit was approximately 113 million yuan.
In addition, companies with the labels of “embodied intelligence” and “humanoid robots” such as Shuanglin Technology (SZ300100), Junpu Intelligence (SH688306), and Jizhi Technology (SZ300553) all surged.
According to the news, recently, the Shanghai Stock Exchange has publicly solicited opinions from the market on the revision of the “Interim Regulations on the Application and Recommendation of Issuance and Listing of Enterprises on the Shanghai Stock Exchange Science and Technology Innovation Board (Draft for Comment)”.
The document mentioned that hard technology companies should be supported and encouraged to list on the Science and Technology Innovation Board.
On June 17, the Shanghai Stock Exchange released a draft for comments that updated the secondary industries in strategic emerging industries stipulated in Article 5, including the addition of “robots” in the high-end equipment field.
Based on this, relevant companies may receive clearer positioning guidance during the IPO (initial public offering) process, which is expected to guide market funds to further tilt toward industrial robots and core automation equipment.
However, not all robot concept companies can apply, but they need to have key core technologies, high R&D investment, strong innovation capabilities, and at the same time meet 4 quantitative indicators or meet one of 5 qualitative conditions.
On the other hand, the implementation of commercialization on the industrial side has also ushered in major breakthroughs.
According to relevant news, on June 16, Chengdu Humanoid Robot Innovation Center Co., Ltd., Chengdu Survey and Design Institute Co., Ltd. of China Power Construction Group, a large state-owned enterprise, and Zhicheng Ruijin Robot Technology (Chengdu) Co., Ltd. jointly signed a strategic purchase order for 5,000 embodied intelligent robot products. This is the largest single supplier order in the field of embodied intelligence in China to date.
On June 18, the robot sector strengthened across the board. Secondary market data showed that in addition to the strong daily limit of industrial robot leader Eston, the auto parts and humanoid robot industry chain targets Jintuo Shares (SH603211) and Tianrun Industry (SZ002283) also hit the daily limit; Shengshi Technology
(SZ002990) and other concept stocks with AI (artificial intelligence) computing power and embodied smart bases rose; core component targets such as Jingye Intelligent (SH688290), Tianzhun Technology (SH688003), Junpu Intelligent, and Green Harmonic (SH688017) all rose by more than 5% during the session.
Although the industry faces huge opportunities in the secondary market and commercial orders, the real industry still needs to face real pressures on the supply chain such as rising robot costs.
Data show that Eston’s industrial robot shipments have ranked first in the country.
According to MIR Rui Industrial data, in 2025, the company will surpass foreign brands for the first time and become the top seller of industrial robots in China.
In the same year, the company achieved revenue of 4.888 billion yuan, a year-on-year increase of 21.93%; the net cash flow generated from operating activities reached 507 million yuan, a significant year-on-year increase of 788.37%.
Recently, Eston said in an investor survey that due to the impact of multiple external factors such as the global economic environment and supply chain adjustments, the prices of raw materials such as copper, aluminum, silver, and key components such as memory chips have increased in stages. The industry as a whole is facing certain cost pressures, and the industry generally uses price adjustments to hedge against cost fluctuations.
The company has made price adjustments for some products to effectively transmit the impact of rising raw material costs. This round of price restoration will help accelerate the clearance of low-end production capacity in the industry and further increase industry concentration.
In addition to Eston, Eft (SH688165), which makes industrial robots, has also recently announced a price increase.
Since the beginning of 2026, Eft has announced price increases twice. The reasons for the increase include rising core component costs, rising raw material prices, and increased energy costs.
Inovance Technology (SZ300124), a leading company in the field of industrial automation control, also told investors in May this year that the supply side of the industrial automation industry has changed significantly, with rising raw material prices, tight delivery times and price adjustments in the industrial chain.
The company has made price adjustments based on the increase in raw material prices, and price transmission in the industrial automation field has been relatively smooth.
As for humanoid robots, the price has dropped to the “ten thousand yuan era.”
Although facing rising cost pressures such as chips, the current obvious pain point for humanoid robots still lies in how to improve the robot’s generalization ability and ability to recognize and understand the physical world so that it can have commercial implementation capabilities.
Therefore, the robot industry is currently actively building an “embodied intelligence” training platform to provide a real and high-frequency implementation verification environment for embodied intelligent robots, thereby accelerating their transformation into commercial applications.
In early June, the General Office of the Ministry of Industry and Information Technology and the General Office of the State-owned Assets Supervision and Administration Commission of the State Council issued a notice on jointly launching a special action for real-life training of humanoid robots and embodied intelligence in 2026.
The notice mentioned that by the end of 2026, key products such as humanoid robots will be the first to complete application verification and normal deployment in a number of representative scenarios, and start the “operation mode”; more than a hundred high-value application scenarios will be condensed to further enrich the spectrum of embodied intelligent applications and drive the formation of a 10,000-unit scale implementation capability.
