Yushu Technology + Songyan Power + Magic Atom + Galaxy General Shareholding Companies Revealed (With Stocks)

In recent years, the China Central Radio and Television Station Spring Festival Gala (referred to as “CCTV Spring Festival Gala”) has continued to enhance its technological feel. In 2026, the stage of the CCTV Spring Festival Gala featured a full-scene high-end intelligent ecosystem product matrix presented by Chase Technology as a strategic partner of the intelligent technology ecosystem; the debut of the Wenjie M9 in the program “Hand to Fortune”; and a concentrated display of achievements in three frontier technology fields—quantum information, fusion energy, and deep space exploration at the Hefei sub-venue, showcasing China’s hardcore technological strength.

Humanoid Robot Formation Debuts at CCTV Spring Festival Gala

One of the most anticipated highlights of the 2026 CCTV Spring Festival Gala was the collective appearance of humanoid robots.

From the viral success of the 2025 Spring Festival Gala “YangBOT” robot performing Yangge dance to the 2026 Gala “WuBOT” robot performing martial arts with seamless flow, Yushu Technology has consecutively appeared on the Gala stage for two years, delivering stunning visual effects.

In the sketch “Grandma’s Favorite,” Songyan Bionic Robots performed live with Cai Ming, with bipedal robots executing difficult flips. In the song “Creating the Future,” the Magic Atom robot danced precisely with artists and showcased stunts such as “Thomas 360° spin” and “side flip.” In the New Year micro-movie “My Most Unforgettable Tonight,” Galaxy General Robot “Gabot” demonstrated delicate actions like nut cracking and folding clothes, naturally integrating into the storyline.

These humanoid robots that appeared on the Gala stage have quickly become a focus of international media attention. Many outlets commented that this marks China’s humanoid robot technology has moved out of laboratories and into mainstream culture, further accelerating China’s shift from a manufacturing powerhouse to an intelligent manufacturing leader.

Technological Breakthroughs Drive Explosive Growth in Humanoid Robots

The reason humanoid robots could once again make a splash at the CCTV Spring Festival Gala is the rapid evolution of core technological capabilities, pushing the industry from labs to factories and daily life.

Dongwu Securities stated that from 2021 to 2025, the robotics industry chain has completed its transition from zero to one. Currently, humanoid robots have made significant progress in hardware rigidity and stability, precise force control, reinforcement learning and virtual simulation at the large model level, and dexterous hands.

Looking ahead to 2026, humanoid robots are expected to enter an explosive growth era. Dongwu Securities predicts that leading domestic and international companies will simultaneously begin large-scale mass production—marking a new chapter from 1 to 10.

Morgan Stanley analysts said this year will be a milestone year in the history of humanoid robots, marking the beginning of large-scale production. The firm significantly raised its sales forecast for 2026, doubling the previous estimate of 14,000 units in China to 28,000 units, based on better-than-expected industry data in 2025 and increasing enterprise demand. By 2030, China is expected to have 252,000 humanoid robots, rising to 302 million by 2050, accounting for 30% of the global total.

According to a report from International Data Corporation (IDC), the global robot market is projected to surpass $400 billion (about RMB 2.88 trillion) by 2029, with China holding nearly half of the market share.

52 Leading Robot Companies with Shareholdings Listed

Faced with high technological barriers, large R&D investments, and long industrialization cycles in the humanoid robot sector, China’s industry, under policy guidance and support from industrial capital, continues to overcome core technological challenges and improve the industrial chain, accelerating overall development. It has secured an important position in global competition, forming a complete innovation ecosystem from core components to complete products.

Taking leading companies such as Yushu Technology, Songyan Power, Magic Atom, and Galaxy General as examples, according to Qichacha’s equity penetration data, these four companies were all established within the past decade, have undergone multiple rounds of financing, with investors including venture capital firms, state-owned enterprises, private companies, and individuals.

Yushu Technology has completed 10 rounds of financing, with a valuation exceeding RMB 10 billion. Investors include Beijing Robot Industry Development Investment Fund (Limited Partnership), China Internet Investment Fund (Limited Partnership), Geely Capital, and others. Its IPO counseling has been completed. Songyan Power’s investors include China Securities Innovation Venture Capital (Heshan) Partnership (Limited Partnership) and Beijing Robot Industry Development Investment Fund (Limited Partnership). Magic Atom is wholly owned by Magic Factory (Wuxi) Technology Co., Ltd.

Additionally, a group of listed companies have invested in these four enterprises. According to incomplete equity penetration data, 52 A-share listed companies have invested directly or indirectly in Yushu Technology, Songyan Power, Magic Atom, and Galaxy General, covering 15 industries including computers, electronics, media, and machinery. Notably, Jihua Group has indirectly invested in Yushu Technology and Galaxy General, while Zhongji Xuchuang has invested in Yushu Technology and Magic Atom.

From market performance, as of February 13, these 52 invested companies have an average increase of nearly 6% this year, with 16 companies exceeding a 10% increase. Jiangfeng Electronics, Jihua Group, and Danghong Technology have led with over 35% gains, with Jiangfeng Electronics exceeding 55%. Jiangfeng Electronics indirectly invested in Magic Atom via Shanghai Xinlian Qichen Private Equity Fund Partnership, while Danghong Technology invested indirectly in Songyan Power via CCTV Media Industry Investment Fund (Limited Partnership).

Additionally, Haitian Ruisheng, Shenxinfu, and Caixun Co., Ltd. have all gained over 25% since 2026, with each investing in Galaxy General, Yushu Technology, and Songyan Power respectively.

In terms of performance, only CITIC Securities and Shanghai Port Group have disclosed annual reports (including quick reports). CITIC Securities’ net profit in 2025 increased by 38.46% year-on-year, while Shanghai Port’s net profit decreased by 10.4%. Among 27 companies that have issued performance forecasts, 20 are profitable (at the lower limit), with Zhongji Xuchuang, Shenwan Hongyuan, and SAIC Group’s 2025 net profit lower limits all exceeding RMB 9 billion, with SAIC Group’s net profit expected to surge by at least 435%.

9 Institutional Focused Stocks Are Early Targets for Financing

From the market attention perspective, as of February 13, among the 52 aforementioned invested companies, 16 have received institutional research this year, with 13 companies being surveyed by five or more institutions.

Regarding financing, as of February 12, the total financing balance of these 52 companies was RMB 126.538 billion, nearly 4% higher than at the end of last year, with nearly 20 companies seeing financing balances increase by over 10%. Notably, Nanfang Media, Shenxinfu, and Danghong Technology saw increases of over 35%.

Further, among the 13 stocks surveyed by five or more institutions, nine saw their financing balances on February 12 increase compared to the end of last year.

Haitian Ruisheng has been visited by over 240 institutions this year, with its financing balance on February 12 increasing by over 12% from the end of last year. The company stated it has cooperated with multiple robot body manufacturers and initiated order demand docking with several leading tech giants and local governments, advancing sample data delivery and training scenario design to accelerate the development of embodied intelligence data business.

Caixun Co., Ltd. has been visited by 75 institutions this year, with its financing balance on February 12 increasing by nearly 14% from the end of last year. The company focuses on software engineering development in embodied intelligent robot projects, mainly solving the capability transformation from the robot body to specific application scenarios.

Jiangsu Shentong and Nanchip Technology have been visited by 34 and 30 institutions respectively this year, with Jiangsu Shentong’s financing balance increasing by over 11% from the end of last year.

From market performance, among these nine companies, Haitian Ruisheng and Caixun Co., Ltd. have both gained over 20% this year. Nanchip Technology, Qiangrui Technology, and BOE A-share have performed relatively weaker, with BOE A-share experiencing slight decline. BOE A-share was visited by nearly 30 institutions this year, with its financing balance on February 12 increasing by over 19% from the end of last year, indirectly holding shares in Galaxy General.

(Article source: Securities Times)