Guangdong Leads Nation in Number of A-Share Listed Companies in Artificial Intelligence and Robotics

On June 25, Automotive News learned that the Guangdong Provincial Department of Industry and Information Technology recently revealed in its response to suggestions from provincial people's congress representatives that the province has 41 A-share listed companies in the field of artificial intelligence and robotics, ranking first in the country in terms of quantity, with a total market value exceeding 1.4 trillion yuan, highlighting a prominent industrial agglomeration advantage.

A report released by the Guangdong Artificial Intelligence and Robotics Industry Alliance shows that as of the end of last year, the province had over 3,700 enterprises related to artificial intelligence and robotics, ranking first nationwide in four core indicators: enterprise strength, development potential, industry application, and industrial linkage.

Among them, there are over 350 national-level specialized and new "little giant" enterprises in the field, with more than 150 listed companies across the entire sector. There are 41 A-share listed companies alone, with a total market value of 1,429.658 billion yuan, accounting for 28.59% of the total A-share market value in the same industry nationwide; in 2025, they achieved operating revenue of 719.888 billion yuan, representing 40.38% of the total revenue of A-share listed companies in the same industry across the country, fully demonstrating the province's prominent advantages in industrial scale development and strong market commercialization capabilities.

Industry analysts believe that Guangdong's industrial foundation, manufacturing scenarios, and capital market activity provide a favorable growth environment for its AI and robotics enterprises. However, it also faces competitive pressures in areas such as core algorithms and high-end chips, with the overall industry still in a phase of rapid expansion.

In March this year, Automotive News learned that the Guangdong Intelligent Robot Industry Investment Fund Partnership (Limited Partnership) was officially established recently. The fund has a total capital contribution of 2 billion yuan, engaging in activities such as equity investment, investment management, and asset management through private equity funds.

In May this year, the launching ceremony of the Guangdong Provincial Strategic Emerging Industry Investment Guidance Fund was held in Guangzhou. Provincial Party Secretary Huang Kunming and Provincial Governor Meng Fanli attended the ceremony and unveiled the fund.

XPeng Group, as one of the first batch of signed project representatives, was selected, and Group Chairman and CEO He Xiaopeng delivered a keynote speech at the ceremony.

It is reported that the guidance fund has a total scale of 100 billion yuan, with an initial registered scale of 50 billion yuan, making it the first perpetual corporate provincial government investment fund in Guangdong. The fund will operate under the principles of "government guidance, market-oriented operation, and professional management," focusing on hard technology fields, driving the creation of a trillion-yuan-level industrial investment fund cluster, and boosting the construction of Guangdong's modern industrial system.

In his speech, He Xiaopeng stated that the cultivation of strategic emerging industries cannot be separated from "patient capital" capable of spanning economic cycles. Guangdong, and even the entire country, needs more high-quality enterprises that adhere to independent research and development and deeply cultivate technological innovation.