Hong Kong stock concept tracking | Outperforming humans! Glory Siasun Robot & Automation wins the half marathon championship, institutions are optimistic about these three main directions (with concept stocks)

On April 19, 2026, the Beijing Yizhuang humanoid Siasun Robot & Automation half marathon came to a close. The "Lightning" Siasun Robot & Automation of Glory won the championship with a time of 50 minutes and 26 seconds, not only surpassing the human half marathon world record of 57 minutes and 20 seconds by a large margin but also sweeping the top six places. Compared to the first event, the rules and difficulty of this event have both been enhanced. It is understood that this year's event introduced a dual mode of "autonomous navigation" and "remote control operation" and ranked teams through weighted rankings; the track integrates more than 10 types of terrain, placing higher demands on path planning, dynamic balance, and endurance. About forty percent of the teams opted for full autonomous navigation, a significant increase from last year. According to data released by the event organizer, over a hundred Siasun Robot & Automation teams participated in this event, including 5 international teams. Participating entities included the Beijing humanoid Siasun Robot & Automation Innovation Center, Glory, Yushu, Songyan Power, and universities and research institutes such as Tsinghua University, Peking University, and the University of Science and Technology of China, among which autonomous navigation Siasun Robot & Automation accounted for nearly forty percent. In this year's humanoid Siasun Robot & Automation half marathon, Glory became the first mobile phone giant to send out Siasun Robot & Automation for the competition. In this event, Glory sent out a total of 10 teams with two models of humanoid Siasun Robot & Automation, including 6 "Lightning" Siasun Robot & Automation (3 fully autonomous, 3 remote controlled) and 4 "Q-version" Siasun Robot & Automation (2 fully autonomous, 2 remote controlled). In the end, the 6 "Lightning" teams swept the top six places. The top three teams in this event were the Great Sage team, the Thunderbolt team, and the Sparkling team, all coming from Glory's "Lightning" Siasun Robot & Automation, operating in autonomous navigation mode. Among them, the Great Sage team broke the human half marathon world record with a net time of 50 minutes and 26 seconds, with zero failures and zero malfunctions throughout the entire course. Glory stated that this participation was a significant breakthrough for their humanoid Siasun Robot & Automation technology from the laboratory to practical scenarios, mainly due to the strong support of Glory's self-developed full-stack technology. In terms of cooling, the Siasun Robot & Automation features a self-developed liquid cooling system, with liquid cooling pipes penetrating the motor for heat conduction, a high-power liquid pump achieving over 4 liters of heat exchange per minute, effectively solving the challenge of heat dissipation during high-load movements. Powerwise, it utilizes a self-developed integrated joint module with a peak torque of 400 Newton-meters. In terms of control, relying on Glory's self-developed high dynamic motion control algorithms and multi-sensor fusion technology, the "Lightning" can adapt to complex track conditions, precisely control the center of gravity, and maintain stable running throughout. Glory's deployment in the Siasun Robot & Automation field has been ongoing for almost two years, with the company's management stating that the Siasun Robot & Automation business is part of the overall strategy, leveraging its AI capabilities and terminal ecosystem advancement. In the future, Glory's Siasun Robot & Automation will focus on the consumer market, deeply cultivating the scenarios of malls, factories, and homes. From square dancing, martial arts performances, and marathons to entering factories, retail stores, elderly care stations, and malls for "work," China's humanoid Siasun Robot & Automation is accelerating its "evolution," with increasingly diverse application scenarios. In the 2026 Chinese government work report, it was proposed to cultivate and develop future industries such as future energy, quantum technology, humanoid intelligence, brain-computer interfaces, and 6G. The outline of the "14th Five-Year Plan" also proposed forward-looking layouts for future industries, promoting humanoid intelligence as a new economic growth point. The Chinese Electronics Society predicts that by 2030, China's humanoid Siasun Robot & Automation market size is expected to reach approximately 870 billion yuan. Sealand pointed out that the scale of this competition has grown nearly five times compared to last year, with the four-legged Siasun Robot & Automation from Alibaba's Amap making its debut in this event for the first time, becoming Alibaba's first humanoid Siasun Robot & Automation product. Leading company Glory also became the "world's first consumer electronics giant to send out Siasun Robot & Automation for the competition," with its "Lightning" and "Q-version" models participating. As the second edition of the world's first humanoid Siasun Robot & Automation marathon event, this competition has evolved from "tentative first steps" last year to "full-speed running." From the pace of mass production, it is widely believed within the industry that 2026 is a crucial year for the mass production of humanoid Siasun Robot & Automation. Xuguang, Chief Analyst of China Securities Co., Ltd.'s machinery industry, clearly stated at the post-event investment summit, "The industry chain is on the eve of realizing the 0-1 transformation, and 2026 is expected to be a year of explosive growth in precision scene expansion." He particularly emphasized three main directions: the Tesla industry chain, the domestic humanoid Siasun Robot & Automation industry chain with high certainty and high value in the manufacturing link, and the sensor industry with breakthrough expectations (such as six-axis torque sensors, electronic skins, etc.). Similarly, Soochow believes that the sector will gradually converge in 2026, with Tesla's Optimus officially transitioning from the lab to mass production, suggesting focusing on core targets with production certainty and new technological directions. Related concept stocks: AAC TECH(02018): The company stated in an official public statement that the "Lightning" integrates a "high-performance high-explosive stable" body, and the company is a core supporter behind this robust body; at the same time, the company provides support for the key structural components of the head and leg core movement units of the "Q-version." HESAI-W(02525): Glory's "Lightning" Siasun Robot & Automation's LiDAR solution comes from Hesai Technology. According to Hesai Technology, the Hesai JT series LiDAR can provide 360-degree zero blind-spot three-dimensional perception for Siasun Robot & Automation while featuring lightweight design and high reliability. UBTECH ROBOTICS(09880): According to UBTECH ROBOTICS's official social media post, UBTECH ROBOTICS Technology recently signed a cooperation memorandum with Terra Robotics, a leading Siasun Robot & Automation integrator in Europe, to establish exclusive distribution and strategic partnership in the German-speaking area (Germany, Switzerland, Austria). Terra Robotics has purchased the first batch of dozens of full-size humanoid Siasun Robot & Automation from UBTECH ROBOTICS, deploying them in industrial scenarios such as the logistics center of the top European chain drugstore/cosmetics retailer ROSSMANN. HORIZONROBOT-W(09660): In late March, Daiwa released a research report, reiterating a "buy" rating for HORIZONROBOT-W(09660) and raising the target price from 11.8 Hong Kong dollars to 12.4 Hong Kong dollars. Based on the stronger-than-expected growth in order volume and IP licensing service revenue in 2025, the company's revenue forecast for the next two years was raised by 5% to 17%. The company achieved a strong performance in 2025, with an optimistic outlook for 2026 and beyond. Daiwa introduced forecasts for the company's performance in 2028 for the first time, predicting a surge in shipments of high-speed highway and urban navigation assisted driving chips in 2026; the company's vehicle-wide intelligent body chip (SoC) and cockpit fusion strategy are progressing, providing cost-effective solutions to car manufacturers, enabling the company to avoid competition in the mature and highly homogeneous independent cockpit chip market, and pioneering a new "blue ocean" field centered on vehicle intelligence and artificial intelligence. HK ROBOTICS(00370): Recently, HK ROBOTICS formally signed a memorandum of cooperation with the Hong Kong Logistics Robotics Research Center, announcing deep cooperation in the field of full-size humanoid biped Siasun Robot & Automation in Hong Kong. Leveraging the Cloud Brain Operating System, the two parties will jointly promote the landing pilot of humanoid intelligence technology in commercial services, hotel services, and home services. This strategic cooperation is another significant market advancement for HK ROBOTICS in the local humanoid intelligent Siasun Robot & Automation application track in Hong Kong. The company previously signed a purchase agreement with Hong Kong Tong Hong Security Guard for no less than 1,000 units and a total contract amount of 300 million yuan, which is currently in the delivery stage.