Government Funding Pours into Robotics... Which Companies Will Benefit? [Weekend Money]

Eugene Investment & Securities Recommends "Overweight" on Robotics Sector

"Robotis and Rainbow Robotics Poised to Benefit in the Short Term"

With the release of the government's 2027 budget proposal, it is expected that several hundred billion won in support for the robotics industry will benefit related companies.

On September 5, Seungyoon Yang, a researcher at Eugene Investment & Securities, stated in a report, "A review of the main ministries' 2027 budget details shows that the government's robot support policy is expanding from a focus on research and development (R&D) to include support for purchasing, demonstration, and mass production, which can be more directly linked to the growth of domestic robotics companies."

The 2027 budget proposal released by the government is structured to expand support for the growth of robotics companies. According to Eugene Investment & Securities, the Ministry of Trade, Industry and Energy's related budget includes 37 billion won for the K-Robot Industry Ecosystem, 80.7 billion won for the dissemination of intelligent robots, 119.3 billion won for M.AX autonomous manufacturing, 115.8 billion won for the national manufacturing data library, and 13.4 billion won for the national robot test field.

The K-Robot Industry Ecosystem project is expected to support the development of key components such as actuators, reducers, and sensors, as well as the establishment of a domestic supply chain. The budget for disseminating intelligent robots will support the introduction of robots into the field and the establishment of reference cases. The national robot test field aims to build the infrastructure necessary to verify the safety, reliability, and real-world performance of robots. The M.AX autonomous manufacturing budget includes 30 billion won for a public demonstration project deploying 200 domestically developed humanoid robots to manufacturing sites. The national manufacturing data library will collect operational and work data from manufacturing sites under government leadership.

While the Ministry of Trade, Industry and Energy is focusing on building supply chains, the Ministry of Science and ICT is prioritizing the development of general-purpose AI models and platforms. Related budgets at the Ministry of Science and ICT include 40 billion won for building a Physical AI Training Center (robot learning data production project), 55 billion won for core technology development R&D for Physical AI, 26 billion won for proof-of-concept logistics connected to Korea Post, and 17.5 billion won for leading technology development for the NEXT Humanoid Challenge (a domestic development and nurturing project targeting humanoid platforms).

Researcher Yang noted, "Through government policy support for robotics, domestic companies will be able to secure initial sales, reference projects, and learning data simultaneously. Products that pass government demonstrations will also have an advantage when entering private and overseas markets." He added, "In the short term, platform companies such as Robotis and Rainbow Robotics, which have ready-to-supply finished products, are likely to benefit." Eugene Investment & Securities gave an "Overweight" view on the robotics sector.

This content was produced with the assistance of AI translation services.