OpenAI’s strategic positioning in the robotics field and related collaborations have brought multiple positive developments, including the revival of its robotics department, recruitment of experts, deepening cooperation with NVIDIA, and advancing the commercialization of humanoid robots. These dynamics are accelerating the global robotics industry’s growth, especially with a significant increase in orders expected by 2025, presenting investment opportunities across the supply chain. This analysis will explore OpenAI’s robotics layout, commercialization progress, supply chain impact, and the latest collaboration developments.
1. OpenAI’s Robotics Layout and R&D Dynamics
1.1 Reviving the Robotics Department
– In January 2025, OpenAI revived its robotics department, focusing on the development of “general,” “adaptive,” and “multi-functional” robots, planning to independently develop sensors and computing components, driven by internal AI models.
– In September 2025, OpenAI accelerated its investment in robotics technology, forming a new team and hiring several experts in humanoid robot control algorithms, aiming to achieve Artificial General Intelligence (AGI) through interactions with the physical world.
1.2 Recruitment and Technological Breakthroughs
– OpenAI announced job openings seeking experts with experience in teleoperation and simulation (such as the NVIDIA Isaac platform) for training humanoid robots.
– In January 2025, OpenAI’s hardware director announced recruitment for positions including electronic perception engineers, with annual salaries ranging from $360,000 to $440,000, promoting independent hardware development.
2. Commercialization Progress and Order Growth
2.1 Surge in Humanoid Robot Orders
– In October 2025, UBTECH signed a 32 million yuan humanoid robot procurement contract with a certain automotive technology company listed on the A-share market, with total orders exceeding 630 million yuan for the year, leading the global commercialization process.
– Zhiyuan Robotics launched the next-generation industrial-grade interactive embodied operation robot G2, which has received orders worth several hundred million yuan and commenced commercial delivery.
2.2 Market Potential and Forecasts
– GGII predicts that the market size for humanoid robots in China will reach 38 billion yuan by 2030, with a compound annual growth rate exceeding 61%.
– By 2025, the market size for embodied intelligence in China is expected to reach 5.295 billion yuan, while the humanoid robot market size is projected to reach 8.239 billion yuan.
3. Supply Chain Impact and Investment Opportunities
3.1 Technological Iteration and Breakthroughs
– The domestic robotics supply chain is accelerating breakthroughs, covering core aspects such as the realization of dexterous hand functions and cost reduction in screw production.
– Since 2025, nearly 50 companies in the robotics supply chain have disclosed new IPO developments, covering three core areas.
3.2 Policy and Market Expectations
– Important meeting bulletins emphasize “technological self-reliance and strength,” fostering positive market expectations for policy support.
– Tianfeng Securities noted that in October 2025, billion-level orders frequently appeared, indicating that the industry is approaching a critical point for commercial implementation.
4. Latest Collaborations and Technological Progress
4.1 Deepening Cooperation with NVIDIA
– In October 2025, NVIDIA launched the NVQLink interconnection system, connecting quantum processors with AI supercomputers, supporting quantum computing companies like OpenAI, which helps reduce qubit error rates.
– NVIDIA and OpenAI are collaborating to build at least 10 gigawatts of AI data centers for training the next generation of models.
4.2 Technological Integration and Ecosystem Expansion
– OpenAI plans to utilize new funding to expand its computing infrastructure to support robotics R&D.
– Deepu Talla, Vice President of NVIDIA’s Robotics Technology Business, visited China to plan deeper cooperation in areas such as world models and data generation.
OpenAI’s robotics concept stocks involve several A-share listed companies, primarily distributed across core robotics components, complete machine manufacturing, AI applications, and collaborative enterprises.
1. Core Component Suppliers
OpenAI’s robotics layout has accelerated demand across the supply chain, benefiting core component companies from the wave of mass production.
1.1 Zhongdali De (002896): A leader in RV reducers, with product costs 30% lower than Japanese counterparts, serving clients including Estun and Siasun, deeply binding downstream demand.
1.2 Mingzhi Electric (603728): A leading company in hollow cup motors and stepper motors, supplying core products to Tesla’s Optimus, with a gross margin of 37.68% expected in 2024.
1.3 Luyiharmonic (688017): Holding over 30% market share in harmonic reducers, with transmission accuracy twice that of mainstream international products, binding multiple complete robot manufacturers.
1.4 Sanhua Intelligent Control (002050): Electromechanical actuator technology entering the robotics field, benefiting from dual dividends of automotive intelligence and robotics industrialization.
1.5 Shuanghuan Transmission (002472): A supplier of precision gears for robots, with products compatible with multiple mainstream models, demand continuing to grow alongside complete machine mass production.
2. Complete Machine and Application Enterprises
The acceleration of humanoid robot commercialization benefits complete machine and application enterprises through orders and collaborations.
2.1 UBTECH: Orders exceeding 630 million yuan in 2025, leading the global commercialization process, signing a 32 million yuan procurement contract with a certain automotive technology company listed on the A-share market.
2.2 Zhiyuan Robotics: Launched the industrial-grade interactive embodied operation robot G2, receiving orders worth several hundred million yuan and commencing commercial delivery.
2.3 Yushu Technology: Released the humanoid robot UnitreeH2, with significantly improved performance, becoming a carrier for embodied intelligence.
2.4 Huizhi IoT: Reached a strategic cooperation with Zhiyuan, planning to deploy 1,000 embodied intelligent robots over the next three years, with an order amount of nearly 500 million yuan.
3. AI Application and Collaborative Enterprises
OpenAI’s collaboration with A-share companies deepens, promoting the integration of AI and robotics technology.
3.1 Industrial Fulian: Collaborating with NVIDIA, benefiting from AI server OEM demand, with high order certainty.
3.2 Danghong Technology: Launched the multimodal audiovisual large model BlackEye, applied in video structured analysis, reducing manual annotation workload.
3.3 Wangda Software: Launched a metaverse conference system, building an immersive platform based on AI, 3D modeling, and other technologies.
3.4 Zhangyue Technology: Promoting the application of AI large models in digital reading, launching an AI audiobook station.
3.5 Tom Cat: Developing an AI voice interaction companion robot, planning to launch before the Spring Festival in 2025, with sales expected to grow by 100% year-on-year.
3.6 Giant Network: Self-developed AI large model GiantGPT filed for record, applied in game AI gameplay.
4. New Materials and Supply Chain Support
The trend of robot lightweighting drives demand for new materials, with related companies laying out tests.
4.1 Water Holdings: Products such as LCP and PPS are used in robot motor control and structural components, providing material samples to the humanoid robot supply chain.
4.2 Xinhengcheng: Investing 10 billion yuan to build a new nylon (PA) material project, with PA66 materials suitable for lightweight components in robots.
4.3 Nanshan Zhishang: Actively exploring applications related to robots, influenced by the dexterous hand concept, with stock prices rising over 86% this year.
5. Investment Opportunities in the Supply Chain
2025 is set to be the year of mass production for humanoid robots, presenting an investment window for the supply chain.
– Galaxy Zhongzheng Robotics Index Fund: A 27.2% increase in the third quarter, benefiting from Tesla’s Optimus and other mass production plans, with domestic supply chain capacity adjustments.
– Policy Support: As the world’s largest robotics market, China is promoting technological innovation, with the global AI robotics market expected to reach $22.63 billion by 2025, with an annual growth rate of 26.82%.
Disclaimer: The above information is for reference only and does not constitute investment advice. Investment carries risks; please proceed with caution.