Humanoid Robots Steal the Show at 2026 CCTV Spring Festival Gala: Which Concept Stocks Are Worth Watching

The 2026 CCTV Spring Festival Gala for the Year of the Horse just proved something remarkable:

Humanoid robots aren’t just supporting acts anymore—they’re the main event.

Leading robotics companies brought their A-game to China’s biggest televised celebration.

We’re talking Unitree (Hangzhou Yushu Keji 杭州宇树科技有限公司), Songyan Motors (Songyan Dongli 松延动力), Galbot (Beijing Yinhe Tongyong Jiqiren 银河通用), and Magic Atom (Mofa Yuanzi 魔法原子).

These weren’t cameos—robots performed as core performers, dancing, moving, and captivating millions of viewers across China.

For investors and startup enthusiasts tracking the embodied intelligence and humanoid robotics space, this moment signals something bigger.

The industry is moving from labs into mainstream consciousness.

So what does this mean for the companies backing these robotics leaders?

People’s Finance (Renmin Caixun 人民财讯) compiled a comprehensive breakdown of related concept stocks tied to these industry players.

Let’s break down the key players and their connections.

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Unitree Robotics: The Supply Chain Map

Unitree (Yushu Keji 宇树科技) performed the “Yungang Dance”—a classical Northern Wei Dynasty warrior choreography—at the gala.

It was technically stunning.

But behind that performance is an entire ecosystem of companies enabling the magic.

Leyard (Liyade 利亚德) — Motion Capture Specialist

Leyard’s wholly-owned subsidiary, Virtual Point (Xuni Dongdian 虚拟动点), has spent years mastering optical motion capture.

For the uninitiated: optical motion capture tracks physical movement in real-time, translating human choreography into robot execution.

In the embodied intelligence space, Virtual Point provides three critical capabilities:

• Comprehensive data collection and management
• Real-time service and processing
• Advanced algorithm development

They’re the technical brain behind Unitree’s Yungang Dance performance.

This isn’t a one-off project either—it’s validation that optical motion capture is becoming core infrastructure for humanoid robotics.

Ninestar (Nasida 纳思达) — Chip Supplier

Ninestar’s mixed-signal chips are already shipping in bulk to Unitree.

Mixed-signal chips handle both analog and digital processing—essential for robots that need to sense, compute, and act simultaneously.

The fact that Unitree has moved from pilot to bulk shipments signals production scaling.

DeBond Technology (Debang Keji 德邦科技) — Thermal & Structural Solutions

Here’s a less sexy but critical supplier: DeBond Technology.

They provide thermal, conductive, and structural bonding solutions for humanoid robot supply chains.

Specifically, they handle:

• Chip packaging
• Sensor bonding
• Battery module assembly

One DeBond subsidiary already supplies thermal interface materials to Unitree.

They’re also validating products with other humanoid robot clients.

The caveat: the industry is early-stage, so short-term revenue impact remains limited.

But this is a play on robotics supply chain consolidation.

Other Unitree-Connected Stocks

Several companies hold smaller stakes in Unitree:

• Huayuan Holding (Huayuan Konggu 华源控股):
  Through its venture capital subsidiary, indirectly invested in Unitree.
  The actual penetration ratio is quite low.
• Netac Intelligent (Langke Zhineng 朗科智能):
  Company investment fund holds 0.66085% of Unitree, translating to roughly 0.0424% indirect holding after equity penetration.
  No direct business operations beyond the stake.
• Xingshuaier (Xingshuaier 星帅尔):
  Indirect holding of 0.0051%—essentially a portfolio position.
• Zhongnan Culture (Zhongnan Wenhua 中南文化):
  Holds an extremely small indirect stake with minimal financial impact.

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Songyan Motors: Building the Humanoid Ecosystem

Songyan Motors (Songyan Dongli 松延动力) represents a different piece of the robotics puzzle.

Rather than being a pure robot maker, Songyan is emerging as an embodied intelligence player focused on practical deployment.

Darui Electronics (Darui Dianzi 达瑞电子) — Venture Backer

Darui Electronics invested in Songyan Motors through its venture capital arm.

Specific investment details haven’t been disclosed yet, but this signals corporate confidence in Songyan’s direction.

Leyard (Liyade 利亚德) — Infrastructure Provider (Again)

Remember Leyard’s Virtual Point?

They’re providing more than just motion capture for Unitree.

Virtual Point’s OptiTrack spatial positioning system powers robot training centers across the industry, including facilities for:

• Galbot (Yinhe Tongyong 银河通用)
• UBTECH (Youbixuan 优必选)
• Leju Robotics (Leju Jiqiren 乐聚机器人)
• Songyan Motors (Songyan Dongli 松延动力)

Leyard is becoming the infrastructure backbone for training humanoid robots across multiple companies.

This is huge—standardized training infrastructure means faster iteration and deployment across the industry.

HCR Co., Ltd. (Huichen Gufen 慧辰股份) — Strategic Partnership

In December 2025, Songyan Motors and HCR signed a strategic cooperation agreement.

The deal includes an order for 1,000 units of the new “Bumi” (Xiaobumi 小布米) humanoid robot.

That’s a major order.

The goal: build an intelligent ecosystem for industry applications.

Translation: Songyan and HCR are targeting enterprise automation—manufacturing, logistics, retail.

A 1,000-unit order signals real commercial traction, not just R&D.

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Galbot: Enterprise Robotics at Scale

Galbot (Beijing Yinhe Tongyong Jiqiren 银河通用) appears positioned for serious enterprise deployment.

The company’s concept stocks reveal a network of manufacturers and automation players betting on industrial humanoid adoption.

Miracle Automation (Tianqi Gufen 天奇股份) — Direct Partnership

In May 2025, Miracle Automation established a joint venture focused on embodied intelligence in automotive and 3C manufacturing.

The joint venture: Wuxi Tianqi Galbot (Wuxi Tianqi Yinhe Jiqiren 无锡天奇银河机器人有限公司)

Their mandate covers:

• Large-scale deployment of humanoid solutions
• Unmanned retail applications
• Automotive manufacturing automation
• Consumer electronics (3C) assembly

Notably, Miracle Automation also participated in direct investment in Galbot.

This isn’t just a customer relationship—it’s a committed partnership with skin in the game.

Aibo Medical (Aibo Yiliao 爱博医疗) — Healthcare Applications

Galbot is expanding beyond manufacturing.

Aibo Medical partners with Galbot on embodied intelligence for healthcare retail scenarios.

Think: robotic assistance in pharmacies, clinics, and health kiosks.

(Note: Aibo Medical hasn’t taken equity, just operational partnerships.)

Other Galbot-Connected Investors

• Zhaofeng Shares (Zhaofeng Gufen 兆丰股份):
  Holds 4.5% of a venture capital fund that owns 0.2695% of Galbot.
  The indirect holding ratio is quite low.
• Junyi Digital (Junyi Shuma 君逸数码):
  Invested in Galbot through the Chengdu Dianmingde Venture Capital partnership.
• Suzhou Gaoxin (Suzhou Gaoxin 苏州高新):
  Venture capital arm has participated indirectly through various funds, though impact on earnings remains immaterial at current scale.

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Magic Atom: The Data & AI Play

Magic Atom (Mofa Yuanzi 魔法原子) represents the most nascent stage of the humanoid robotics ecosystem.

Instead of building or deploying robots, Magic Atom is collecting, processing, and utilizing corpus data for embodied intelligence.

In other words: data infrastructure for training smarter robots.

Vanma Technology (Vanma Keji 万马科技) — Data Partner

Magic Atom partners with Vanma Technology on corpus data collection and processing.

This business is in its absolute infancy and represents a small percentage of Vanma’s current revenue.

But strategically, it positions Vanma as a data infrastructure provider for embodied AI.

Suzhou Gaoxin (Suzhou Gaoxin 苏州高新) — Another Data Play

Suzhou Gaoxin invested in Magic Atom through its investment management subsidiary and the Yuxin Fund.

Again, the holding ratio is low.

But it signals Suzhou Gaoxin’s interest in positioning itself across the robotics value chain—from infrastructure to data to deployment.

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Key Takeaways for Investors & Founders

The 2026 Spring Festival Gala wasn’t just entertainment.

It was a public validation moment for an entire ecosystem.

Here’s what stands out:

• Motion capture and spatial positioning infrastructure is becoming critical.
  Leyard’s Virtual Point is establishing itself as the backbone for multiple robotics companies’ training and deployment pipelines.
• Supply chain consolidation is happening now.
  Companies like DeBond, Ninestar, and others are securing bulk orders, signaling production scaling beyond prototypes.
• Enterprise deployment is real, not theoretical.
  A 1,000-unit order from Songyan Motors and concrete joint ventures like Wuxi Tianqi Galbot show commercial traction in automotive and manufacturing.
• Data infrastructure is the next frontier.
  Magic Atom and Vanma Technology represent early plays on the corpus data and AI training side of embodied intelligence.
• The industry is early but scaling.
  Most of these companies admit that current revenue impact is limited, but the trajectory and partnerships signal serious momentum ahead.

Bottom line: The humanoid robotics space moved from labs to prime-time TV.

Now watch where the capital and partnerships flow—that’s where real opportunity lies in humanoid robotics.

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References

• Robots Appear Frequently at the Spring Festival Gala: Summary of Concept Stocks Like Unitree, Songyan Motors, Galbot, and Magic Atom – People’s Finance
• Official Website – Unitree Robotics
• Official Website – Galbot
• Global Leader in Visual Solutions – Leyard Group