Following the US tariffs and US restrictions applied on China since the first Trump administration in 2018, the Chinese government noted the importance of not relying on outside countries and has since encouraged domestic technology self-sufficiency.
The technology sector (semis, AI, robotics) is one of the main sectors growing locally with companies developing internally. Tech stocks have indeed seen a resurgence after China’s “DeepSeek moment” with a rally since the beginning of the year boosted by internal and external investments.
Humanoid Robots constitutes one of the industries with great potential as it can have applications in (a) industrial & manufacturing; (b) in service sectors and (c) in home assistance. The industry, dominated by China which is producing the majority of the necessary components, is expected to grow in the coming years with the acceleration of related tech and fallen prices of humanoid robots.
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