Bernstein's Top Asian Automation and Robotics Stock Picks for 2026

Based on Bernstein’s research coverage, the brokerage has identified

receiving an rating as the top picks for 2026 [1]. Bernstein initiated coverage on five Chinese emerging robotics stocks but only these three received the highest rating.

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• Rating:
  Outperform
• Investment Thesis:
  Bernstein highlights Shuanghuan as a
  global leader in gears and reducers
  with comprehensive gear technology expertise, demonstrated through consistent head-to-head competition wins. While historically focused on industrial components, growth is now being driven by non-humanoid robots including robotic vacuums and industrial robots. The company has made strategic preparations to capitalize on the emerging humanoid robot market [1].

• Rating:
  Outperform
• Investment Thesis:
  Bernstein identifies Hesai as a
  global frontrunner in lidar technology
  (“laser eyes”), which is critical for advanced robotics systems. The company is positioned to benefit from two major growth drivers: the booming intelligent vehicles market and emerging robotics applications. Profitability is expected to improve significantly via economies of scale as production volumes rise [1].
• Recent Financial Performance:
  Q3 2025 results showed a
  47% year-over-year revenue increase
  to RMB 795 million, with record quarterly GAAP net income of RMB 256 million [1].

• Rating:
  Outperform
• Investment Thesis:
  Tuopu is characterized as a
  platform-oriented automotive parts firm
  with credentials as an actuator supplier for Tesla’s humanoid robot project. The company’s growth is driven by its ability to expand expertise across multiple domains, which supports expansion into a diverse robotics product portfolio and broader customer base [1].

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Bernstein applies a

for robotics investments, prioritizing companies with:

Criteria	Description
Broad Robotics Exposure	Companies with exposure to all robotics segments, not just humanoids
Diverse Customer Base	Large, varied customer portfolios to reduce concentration risk
Technology Adaptability	Ability to adapt to a wide range of technologies and applications

The brokerage believes the best investment opportunities lie in companies that can capture growth across the entire robotics ecosystem rather than focusing narrowly on emerging humanoid applications [1].

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Asia’s robotics sector is gaining significant momentum as automation trends and artificial intelligence development accelerate across the region. Manufacturing shifts and increasing automation demand across various industries—including automotive, consumer electronics, and industrial manufacturing—continue to drive structural growth in this sector [1].

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It is worth noting that

has recently received rating downgrades from Goldman Sachs (to Neutral) and JPMorgan due to Q2 2025 revenue and net profit falling below market expectations [1]. Investors should factor this into their assessment when considering this particular pick.

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[1] Investing.com - “Top 3 Emerging Robotics Stocks in Asia, According to Bernstein” (https://www.investing.com/news/stock-market-news/top-3-emerging-robotics-stocks-in-asia-according-to-bernstein-93CH-4357706)