Recently, many people have been asking how to choose stocks in the robotics sector. Let me break down the situation as of December 2025 from several key perspectives.

First, let's look at market capitalization. Foxconn Industrial Internet (601138) firmly sits in the top tier, with a total market cap of 1.21 trillion yuan as of December 5. It opened at 61.99 and closed at 61.12, down 0.46%. BYD (002594) follows closely with a market cap of 875 billion, opening at 95.29 and rising to 95.98, up 0.78%. Midea Group (000333) ranks third with a market cap of 632.4 billion, rising from 81.89 to 82.23, an increase of 0.42%. These three companies are large in scale and naturally have strong risk resistance.

The core components track is even more interesting. Leader Harmonic (688017) has virtually no rivals in the harmonic reducer field, with a market cap of 28 billion as of December 4 and a single-day surge of 5.34%. It holds the lion's share of the domestic market. Leisai Intelligent (002979) specializes in servo systems and motion control, with a market cap of 12.5 billion and a 2.24% increase that day. Their products are mainly used in industrial robots. Dingzhi Technology (920593) focuses on micro motors and precision reducers, with a market cap of 6.3 billion and a recent rise of 3.64%, leading in small robot component technology.

In industrial robot complete machine manufacturing, Estun (002747) is the leader, with a market cap of 19.5 billion and a 2.56% increase on December 4. They have layouts in both multi-joint and SCARA robots. Boshi Co., Ltd. (002698) is deeply engaged in the petrochemical and chemical industries, with a market cap of 16.3 billion and strong heavy industrial robot technology. Topstar (300607) provides industrial automation solutions, with a market cap of 13.5 billion, covering robots and injection molding machine integration.

The service and specialized robot segment is even more niche. Ecovacs (603486) dominates the household service robot market, with Q2 2025 revenue of 4.8 billion, a year-on-year increase of 37.58%, and a leading market share in robot vacuums. Ehang (603666) focuses on special robots for power inspection, with a market cap of 6.2 billion, mainly serving power grid operations and maintenance. Jingye Intelligent (688290) is even more rare, rooted in the nuclear industry robot field, with a market cap of 5.5 billion and few competitors in this niche track.

Overall, each robotics concept stock has its own strengths. When selecting stocks, you need to consider whether you care more about scale stability or explosive growth in a niche segment.