HONG KONG, July 9th, 2026 —— CIC extends our warmest congratulations to ROKAE Robotics (03752. HK) on its successful debut on the Main Board of the Hong Kong Stock Exchange (HKEX) today.
CIC's Collaborative Journey to the Listing
Throughout the listing process, CIC provided end-to-end support to the company and its sponsors:
Drafted and compiled the industry overview chapter of the prospectus, laying a solid research foundation for the formal listing application.
Assisted in responding to inquiries from regulatory authorities, ensuring comprehensive and accurate disclosure.
Refined listing application materials continuously to meet stringent market and regulatory requirements.
ROKAE Robotics: China’s Only Domestic Dual-Line Robotics Manufacturer
Founded in 2014, ROKAE Robotics specializes in the design, development, manufacturing and commercialization of robotics products and solutions. Its core business comprises robotics product manufacturing and sales, complemented by integrated robotics solution services for customers across mainland China and global markets.
Built on its proprietary technology platform, the company maintains a full product portfolio covering industrial robots, flexible collaborative robots, embodied intelligence robots and corresponding turnkey solutions, serving over 1,000 customers across more than 40 countries and regions worldwide.
ROKAE Robotics stands as the only domestic Chinese enterprise capable of mass-producing both industrial robots and collaborative robots. Among China’s top six collaborative robot suppliers, it is the only flexible collaborative robot maker with an annual production volume exceeding 1,000 units.
China Industrial Robotics Market Overview
Industrial robots are automatically controlled, reprogrammable, multipurpose machines deployed in industrial settings to automate repetitive tasks including material handling, assembly, welding, spraying and quality inspection. By mechanical structure and motion profile, they fall into three primary categories: articulated robots, SCARA robots and Delta robots.
China’s industrial robotics market has already reached substantial scale and continues to expand amid manufacturing automation upgrades, demographic shifts, rising labor costs, broadening downstream use cases and policy tailwinds. The market is projected to grow from RMB23.9 billion in 2025 to RMB37.3 billion in 2030, representing a 9.3% compound annual growth rate (CAGR) over the period. Articulated robots — the core segment of industrial robotics — are forecast to expand from RMB19.5 billion in 2025 to RMB29.9 billion in 2030, serving as a foundational enabler of industrial automation and smart manufacturing.
China Collaborative Robotics Market Overview
Collaborative robots enable safe, efficient human-robot co-working on production lines through their inherent safety, flexibility and rapid deployability, filling application gaps left by traditional industrial robots in high-mix, flexible manufacturing scenarios. Flexible collaborative robots, integrated with high-precision torque sensors in each joint, deliver granular force control capabilities, offering superior performance in precision, operational safety and environmental adaptability.
China’s collaborative robotics market is expected to reach RMB11.1 billion by 2030, posting a 30.7% CAGR from 2025 to 2030. Within this segment, the flexible collaborative robotics submarket is projected to grow to RMB4.6 billion by 2030, with a 32.4% CAGR over the same forecast period.
China Embodied Intelligence Robotics Market Overview
Embodied intelligence robots represent the next major growth frontier for the global robotics industry. Unlike traditional industrial and collaborative robots that execute pre-programmed, repetitive tasks, embodied intelligence robots continuously learn from environmental interaction. Powered by multimodal perception, force control and adaptive decision-making capabilities, they can complete increasingly complex tasks in unstructured, dynamic environments.
China’s embodied intelligence robotics market remains in its formative stage but holds exponential growth potential. The market size stood at approximately RMB0.6 billion in 2024, surpassed RMB3 billion in 2025, and is projected to reach around RMB74.3 billion by 2030 — an 89.6% CAGR from 2025 to 2030. By 2035, the market is expected to further expand to approximately RMB460 billion.
Key Growth Drivers Underpinning China’s Robotics Sector
Tightening labor supply and persistent wage inflation Aging populations and shrinking working-age cohorts across major manufacturing economies have created structural labor shortages. Concurrently, rising manufacturing wages are pushing enterprises to accelerate robotics adoption for repetitive, high-intensity and high-risk roles, reducing labor dependency, improving production stability and controlling operational costs.
Key technology breakthroughs driving cost deflation Accelerating localization of core components — including controllers, servo systems and precision reducers — has continued to lower robotics manufacturing costs. Meanwhile, advances in artificial intelligence, machine vision and motion control have materially enhanced robots’ perception, learning and human-robot collaboration capabilities. As frontier technologies such as embodied intelligence mature, robots are evolving from fixed automation equipment into intelligent systems, further lowering adoption barriers and driving mass-market penetration.
Sustained industrial policy support The robotics industry has been designated a strategic emerging sector by major global economies, with governments rolling out targeted industrial plans to advance technological innovation and commercial deployment. In China, the Ministry of Industry and Information Technology’s Guidelines for the National Smart Manufacturing Standard System (2024 Edition) explicitly establishes a smart equipment standard framework covering collaborative robots, promoting large-scale application in smart manufacturing scenarios. Additional policy initiatives — including the 14th Five-Year Robotics Industry Development Plan and the “Robot+” Application Action Plan — continue to drive adoption across automotive, new energy, electronics, healthcare and commercial services, underpinning long-term industry expansion.
Multimodal foundation model breakthroughs accelerating embodied intelligence Embodied intelligence robots rely on multimodal sensing systems — vision, audio and force feedback — to interpret their operating environment. Continued advances in multimodal foundation model technology enable unified cross-modal understanding, real-time reasoning and autonomous decision-making, dramatically improving environmental comprehension, task execution and cross-scenario generalization. These breakthroughs are pushing robots beyond pre-programmed operation toward greater autonomy, intelligence and versatility, unlocking new use cases in industrial manufacturing, commercial services and consumer scenarios.
As a seasoned Industry Consultant, CIC offers services such as market sizing, competitive analysis, and enterprise value verification, etc., with global experience in advising "first-in-sector" IPOs in embodied intelligence, advanced robotics and deep tech sectors.
From IPO preparation to listing hearings, CIC unearths the true intrinsic value of enterprises and translates it into actionable insights for successful capital market landing. Prior to ROKAE, CIC has supported leading enterprises in successful listings both domestically and overseas, including Yuejiang Robotics (02432.HK), SEER (06106.HK), Geek+ (02590.HK) and Horizon Robotics (09660.HK).
CIC Reports are now available on Bloomberg and FactSet portals.
About CIC
CIC is a professional consulting firm offering tailored end-to-end support across the full investment and financing lifecycle. The firm boasts a world-leading track record in guiding landmark first-in-sector IPOs across global markets, alongside unrivaled reach and in-depth coverage capabilities across specialized niche market segments.
CIC helps enterprises refine scalable business models and craft compelling capital narratives to enable seamless access to global capital markets, while serving as a trusted due diligence partner to investment institutions. It delivers granular industry insights and direct access to subject matter experts, empowering clients to identify high-value opportunities and mitigate critical risks effectively.
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