The School of Mechanical Engineering and Automation at Beihang University, in collaboration with the Institute of Deep-sea Science and Engineering of the Chinese Academy of Sciences and Zhejiang University, has announced groundbreaking achievements after six years of joint research and development. Their small deep-sea multi-modal robot has been featured in the prestigious international journal Science Robotics. This technological breakthrough offers fresh impetus for deep-sea exploration and presents lucrative opportunities for enterprises across relevant industrial chains.

With the relentless march of technology and the intensifying human quest to uncover the ocean's secrets, deep-sea robots, a pivotal component of deep-sea technology, are increasingly capturing the market's attention.

Deep-sea robots exhibit vast potential across multiple domains.

In resource exploration, these robots facilitate the discovery and development of deep-sea mineral riches, including combustible ice and polymetallic nodules, which are crucial for addressing global energy and mineral demands.

In marine monitoring, deep-sea robots aid scientists in conducting environmental surveillance, marine biological research, and climate change studies. Additionally, they find applications in underwater archaeology, military reconnaissance, and other fields, reinforcing human efforts to unravel the mysteries of the deep sea.

The market for deep-sea robots is experiencing rapid growth. According to Data Bridge Market Research, the global deep-sea robot market has witnessed significant expansion in recent years, with a market size of $4.35 billion in 2024 and a projected value of $11.75 billion by 2032, indicating a compound annual growth rate of 13.20% from 2025 to 2032.

Securities analysts generally view the deep-sea robot sector favorably. Northeast Securities highlights that deep-sea technology has been included in the government work report for the first time, and numerous regions are actively planning the development of the marine economy. Notably, the robotics sector is experiencing significant momentum, with mass production on the horizon, suggesting sustained sector evolution.

Here, Stockstar presents a curated list of concept stocks related to deep-sea robots. Please note that these stocks are solely for investors' reference and do not constitute investment advice.

1. Shenhao Technology: Its self-developed underwater robots, including the "Shenlong No.1," can operate at depths of up to 300 meters. The company's modular design products adapt to complex underwater environments, supporting marine resource development.

2. Shaoyang Hydraulic: The company has developed a hydraulic control system for deep-sea robots with a working pressure of 100MPa, capable of diving to 1500 meters for data collection and fault diagnosis. This represents China's first major technological breakthrough in this field.

3. Zhongke Haixun: Focusing on sonar equipment and underwater robots, its products span underwater acoustic detection, communication, and navigation. The company's underwater autonomous vehicles (AUVs) can execute various deep-sea operations.

4. Hailanxin: Its subsidiary, Outec Ocean, has developed unmanned platform observation technology integrating seabed docking observation and manned systems. It has secured orders for long tunnel inspection robots and nuclear power station steel gate marine biological cleaning robots from China Guangnuclear Power Corporation Research Institute Co., Ltd.

5. Zhenbang Intelligence: The company currently offers underwater robot controller products in collaboration with clients.

6. Boss Share: With a core competency in vacuum pump technology, its products are applicable to the power and sealing systems of deep-sea exploration equipment. Business focus: Expanding deep-sea application scenarios and supplying key components for high-end deep-sea equipment.

7. CITIC Heavy Industries: The company specializes in both offshore engineering equipment and robots, primarily focusing on special robots.

8. Dalian Heavy Industries: Also involved in offshore engineering equipment and robots, its subsidiary, Dalian Huarui Heavy Industry CNC Equipment Co., Ltd., specializes in bee-shaped gantry cutting machines, cutting robots, and welding robots.

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