Analysis of the Impact of China's Combat Robot Technology Breakthrough on the Investment Value of the Domestic Robot Industry

The victory of China’s “Deep Sea Giant Shark 3” combat robot at the Abu Dhabi Future Sports Games features core technologies such as modular design (facilitating quick maintenance) and overload current protection algorithms (solving motor stalling damage issues in combat) [1][2][3], reflecting technological progress in basic fields like hardware design and control systems for domestic robots. IDC data shows that the market size of China’s embodied intelligence robots will reach 77 billion US dollars in 2025 [4], and the financing amount in the robot field in the first half of the same year reached 38.624 billion yuan, 1.8 times the full year of 2024 [5]. Technological breakthroughs have enhanced market recognition of the domestic robot industry and promoted sustained growth in financing scale [0].

The technological breakthrough in combat robots is not only an achievement in a single field but also reflects the accumulation of basic technologies in materials, motors, and control algorithms in the domestic robot industry. These technologies can be transferred to fields such as industrial and service robots, laying the foundation for long-term industrial development [0]. Upstream core component suppliers (e.g., motors, sensors, control systems) will become investment priorities due to increased demand driven by technological progress [6].

On the opportunity side, technological breakthroughs have boosted investor confidence, and investment opportunities in the embodied intelligence robot market and upstream component sectors have emerged [4][5][6]. On the risk side, the current industry is still in the transition phase from “showcasing technology” to “practical application”; technological breakthroughs need to be transformed into large-scale commercial applications to sustainably drive investment [7]. Additionally, there is a risk of “crowding” in the industry, and commercial models are not yet fully mature [5].

China’s combat robot technological breakthrough has enhanced the technical credibility of the domestic robot industry, driving up investment enthusiasm. The embodied intelligence robot and upstream component sectors have investment potential, but attention needs to be paid to the technological commercialization process and industry homogenization risks.