CITIC Securities Liaoning Branch Deploys Humanoid Robot "Doorman"? Multiple Brokerages Predict Major Breakthrough in Robot Commercialization in 2026

Everyday Economic News Reporter | Wang Yandan Everyday Economic News Editor | Xiao Ruidong

On March 18, CITIC Construction Investment’s certain business department released a video showing a humanoid robot interacting with staff, attracting attention.

As a leading sector in technology, has the securities industry already adopted humanoid robots?

According to reports from the Daily Economic News, that is not the case. The humanoid robot was rented by the branch for customer interaction, and the rental period was only one day.

From information obtained from CITIC Construction Investment, this humanoid robot is not a regular service device. It was rented because the branch organized a client event in the afternoon, themed around robotics and AI. To see is to believe, so they rented a humanoid robot for just one day. In the morning, the robot served as a “doorman” and interacted with visiting clients at the branch; in the afternoon, it participated in the event, effectively multitasking.

It is worth noting that front-line technology has been featured in securities strategy meetings before.

On March 13, 2025, Huatai Securities, Southwest Securities, and Huaxi Securities held their spring strategy meetings on the same day. Among these three, YuShu Technology’s robot and robot dog served as “special guests,” engaging in close, face-to-face interactions with attendees and demonstrating the deep integration of “technology + investment.”

Although humanoid robots have not yet become a regular commercial product in the financial industry, they are a key focus for domestic securities research teams as the core carriers of embodied intelligence and high-end manufacturing. Since 2025, in-depth analysis has been conducted on mass production progress, commercialization, industry chain opportunities, and technological breakthroughs related to humanoid robots. Many securities firms believe that 2026 will be a crucial year for breakthroughs in commercial applications of humanoid robots.

For example, Wanjia Securities pointed out in their latest research report that the humanoid robot industry is at the dawn of moving from technological breakthroughs to large-scale, commercial deployment. 2026 may become a key window for mass production and scenario validation.

Wanjia Securities believes that the long-term driving forces of the humanoid robot industry are clear, and the market space is broad. On one hand, the global aging trend is intensifying, and future labor market supply and demand will become increasingly tight, creating demand for machines to replace humans; on the other hand, aging populations open up opportunities in elder care robot markets, making “robots + elder care” one of the feasible solutions to aging issues. Currently, domestic humanoid robots feature diverse products that have demonstrated strong competitiveness in key areas such as intelligence and motion control, and are rapidly advancing toward mass production.

Guojin Securities also noted that the “Bot” count on CCTV’s Spring Festival Gala in the Year of the Horse increased again, with companies like Songyan Power, YuShu Technology, Magic Atom, Galaxy General & Sharpa contributing four impressive programs that combine technology and humanistic care, showcasing the latest attempts at commercializing humanoid robots.

Meanwhile, Guojin Securities believes that in embodied training, real machine data is essential, while simulation and human videos can provide the necessary scale for data expansion. All three approaches have made breakthroughs over the past year.

Regarding real machine data, UMI offers a lightweight, bodyless, low-cost real data collection solution composed of 3D-printed parallel grippers, soft fingers, and a lever mechanism, with a total cost of about $400.

For simulated data, NVIDIA’s Isaac & Sim and Soren Kaiwu’s robot training platform continue to iterate, and North American Skild AI and domestic Galaxy General have demonstrated that diverse simulated data can help bridge the Sim2Real gap to some extent.

In terms of human video data, Gemini 3.0/3.1 Pro has achieved significant improvements in screen understanding and abstract reasoning, which may accelerate unlocking robots’ ability to understand the real world. North American Tesla and Figure are also shifting toward using human video data for model training.

Guojin Securities states that the approaching critical point of intelligence may drive humanoid robots toward large-scale mass production. Investors can focus on core supply chain companies such as Siling Zhidu, Kosen Technology, Fusay Technology, Xinquan Shares, Sanhua Intelligent Control, and Hengli Hydraulic. Additionally, attention can be given to embodied AI brains and world models, including companies like CreaData (its OJIA Technology’s Fcloud and NV collaborate to provide the Ominibot embodied intelligence training platform), Soren Technology (a rare asset in physical AI in China), Qunhe Technology, and Zhiwei Intelligent.

Cover image source: Everyday Media Asset Library

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