Invesco: Chinese robots may offer attractive opportunities

Source: Shanghai Securities News · China Securities Network

Securities News China Securities Network reported by (Reporter Wang Peng) In the current environment, robots are moving from laboratory demonstrations to real-world applications. With the rapid development of artificial intelligence, deep manufacturing industry knowledge, and strong policy support, China has become an emerging force in the field of humanoid robots and embodied AI systems. Under the push of multiple factors, Invesco believes that robots have become a key investment theme with multiple catalysts. In this fast-growing industry, China’s robotics sector may be able to provide attractive opportunities.

Invesco said that industrial demand for robots in the auto, lithium battery, and semiconductor industries is continuing to grow. Electrification and expanding battery capacity are driving a new wave of automation demand in China. Relevant data show that industrial robot sales are estimated to grow by 13.6% in 2025, while industrial robot demand in 2026 and 2027 is expected to increase by 11.7% and 12.5%, respectively, with collaborative robots becoming the fastest-growing category. In terms of humanoid robots, from humanoid robots delivering boxed meals to service robots in banks and hospitals, robot application scenarios are expanding into everyday life across the country. As companies focus on specific tasks (such as food service, hotels, and logistics), shipment volumes are expected to achieve multiple-fold growth from 2026 to 2027.

“On competitive advantages, we believe that China’s vertically integrated supply chain compresses development cycles and costs, which will become a key advantage for the robotics industry. In addition, the product iteration cycle for many Chinese robotics companies has been shortened to about 6 to 8 months per generation, which is on par with major global competitors and may even be shorter.” Invesco said.

In addition, Invesco said that the map of the robotics sector in the A-share market is also expanding. China’s robotics ecosystem covers actuators, servo motors, sensors, controllers, industrial robotic arms, collaborative robots, and embodied intelligence platforms. Many leading robotics companies are already listed on the A-share market, providing investors with potential diversified exposure, covering the entire value chain from components to complete systems.

Invesco believes that China’s robotics industry is moving from the prototype stage to commercial reality at an astonishing speed. Supported by policy backing, strong demand, world-class manufacturing capabilities, deep AI integration, and steadily increasing participation from the capital markets, the sector is gradually becoming one of the most consequential potential investment opportunities in the coming decade.

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