Hong Kong stock concept tracking | The world's first AI intelligent body phone, AI agile hand, etc. will debut at WAIC 2026 Which companies are worth paying attention to? (Concept stocks attached)

The 2026 World Artificial Intelligence Conference (WAIC) will be held in Shanghai from July 17th to 20th. According to the latest information revealed by the Shanghai Municipal Commission of Economy and Information Technology, this conference will focus on cutting-edge topics such as world models, open-source intelligent agents, AI Coding, Token economy, and more. Over 300 products will be launched globally, including the Leap Agent operating system and the world's first AI intelligent agent smartphone. The reason this edition of WAIC is considered a key milestone in the intelligent agent industry is because it is not a solo performance by a single company, but rather a collective outbreak involving the entire industry and multiple product categories. The smartphone race in particular is entering a phase of accelerated development. For example, the world's first AI intelligent agent smartphone developed by Nubia will make its debut at the 2026 World Artificial Intelligence Conference on July 17th. Ni Fei, Senior Vice President of ZTE Corporation, President of the Terminal Business Unit, and President of Nubia Technology Co., Ltd., disclosed details about the product on Weibo. Ni Fei mentioned that while smartphones are becoming increasingly functional, essentially they are "adding AI functions to phones," causing users to worry about the capabilities of the phone. He pointed out that the second half of AI smartphones will move from "function stacking" to "native intelligent agents," where the phone will proactively understand and fulfill the user's needs, making things easier for the user. It is understood that Nubia's AI intelligent agent smartphone will make its global debut at the conference, with specific models, official prices, and detailed configuration parameters to be officially announced at the event. Additionally, it has been reported that Honor will host a sub-forum titled "From Digital Screens to Embodied Intelligence New Paradigm in the Physical World" during WAIC. The Siasun Robot&Automation smartphone Robot Phone and physical AI technology will be the focus of discussion, providing more room for imagination in the field of intelligent agent technology. In terms of large model manufacturers pursuing their own paths, it is known that the domestic large model enterprise Leap Starchaser will hold the "Leap Terminal Brand and New Generation Intelligent Agent Strategy Launch Conference" on July 13th, where they will release their own terminal brand and AI intelligent agent smartphone, showcasing their Agent operating system at WAIC. On July 8th, at the 2026 China Internet Conference, Deputy Director of the Information and Communication Administration Bureau of the Ministry of Industry and Information Technology Che Kai revealed that the State Council deployed the "AI + Action" plan in 2025, aiming for a widespread application rate of over 90% by 2030 for the new generation of intelligent terminals and intelligent agents. Industry experts generally believe that compared to just providing model capabilities, terminals can not only support AI services, but also continually accumulate user data, build ecosystems, and establish longer-lasting business relationships in contrast to API calls and software subscriptions. Guosen believes that the current artificial intelligence technology cycle has entered the second half, focusing on the concentrated realization phase of large model development and the practical application of intelligent agents. Hua Xin Securities stated that 2026 will be the "golden year" for AI applications, with technology gradually maturing and many large models possessing strong tool invocation and multimodal understanding capabilities. Huachu Securities research report pointed out that AI terminals are restructuring computing power, with the potential to replicate the hardware value expansion path seen in the earlier stages of 5G development. The design of AI mobile SoCs is transitioning from a traditional NPU with clear division of labor towards heterogeneous computing systems. Among these, NFUs, through the integration of tensor and vector accelerators, have become the main computational units driven by dual cores of CPU/GPU and transitioning into CPU+GPU+side AI inference. Related stocks: Huaqin Co.,Ltd. (03296): According to reports, insiders revealed that Leap Starchaser will release an AI intelligent agent smartphone manufactured by listed company Huaqin Co.,Ltd. It was also disclosed that Huaqin Co.,Ltd. and Leap Starchaser have a deep cooperative relationship, rather than a simple OEM model. BIDU-SW(09888): In the upcoming 2026 World Artificial Intelligence Conference (WAIC) in Shanghai from July 17th to July 20th, Baidu AI will showcase its intelligent agent product lineup, presenting the latest achievements in intelligent agent technology upgrades, application development, and industrial empowerment. Additionally, the Baidu "Xing Cloud Modell" full-stack AI product matrix will be unveiled at the WAIC site, demonstrating Baidu AI's progress from foundational technological innovation to the scaling of industrial scenes and personal applications. MINIMAX-W(00100): On April 12th, MiniMax M2.7 was officially open-sourced globally, collaborating with Huawei Ascend, Moore Threads, Muxin, Kunlun Silicon, NVIDIA, as well as domestic and international chip manufacturers and reasoning platforms, completing model integration and reasoning adaptation on the first day of open source.