Hong Kong Stock Concept Tracking | Humanoid Siasun Robot & Automation Industry Accelerates towards "Mass Delivery" and is Expected to Become an Important Growth Pole in the Next Phase of AI (With Concept Stocks)

Since the beginning of this year, the domestic humanoid Siasun Robot & Automation's shipment volume has been steadily increasing, with the industry accelerating from "technology validation" to "mass delivery." Data from the Ministry of Industry and Information Technology shows that in the first half of the year, the domestic humanoid Siasun Robot & Automation finished product has reached over 400 models, accounting for more than half of the global total. Market research firm Smart Analytics Global indicates that in the first half of 2026, global shipments of humanoid Siasun Robot & Automation are expected to be approximately 19,100 units, nearly tripling year-on-year, with Chinese manufacturers accounting for over 97% of global shipments. Investment capital is driving the industry from "laboratory showcases" to "scaled mass production," making 2026-2027 a crucial period for the humanoid Siasun Robot & Automation sector. Tesla's Optimus V3 plan is set to debut in mid-2026, with production expected to start in July-August. The Fremont factory's Model S/X production line has been reconfigured as a dedicated line for Optimus, aiming to achieve a weekly production of 1,000 units by September, with long-term annual production capacity designed to reach 10 million units. Yushutech has obtained Sci-Tech Innovation Board registration at a record speed, becoming the first A-share humanoid Siasun Robot & Automation company. Recently, at Yushutech's initial public offering and investor exchange meeting after listing on the Sci-Tech Innovation Board, Yushutech's Chairman, General Manager, and Chief Technology Officer Wang Xingxing stated that the company's humanoid Siasun Robot & Automation shipments exceeded 5,500 units in 2025 (purely humanoid, excluding wheeled dual-arm Siasun Robot & Automation), ranking first globally and demonstrating the company's market-leading position driven by core self-research and commercialization. At the same time, companies such as Leju Siasun Robot & Automation, Yundepu, and Xinghaitu have completed share restructuring and are preparing for listing. According to incomplete statistics, more than 40 Siasun Robot & Automation companies are currently queued for IPOs on the Hong Kong Stock Exchange. Industry insiders generally view Yushutech's post-listing market performance as a valuation anchor for embodied intelligence, with the second half of 2026 to early 2027 defined by investors as a "capital verification period" in this field. The narrative around artificial intelligence investment is extending from infrastructure to application. Goldman Sachs' latest report points out that as AI computing infrastructure continues to expand, humanoid Siasun Robot & Automation is expected to become an important growth driver for the next phase of AI, with labor shortages and automation demands providing structural support for long-term industry development. Goldman Sachs is optimistic about the industry potential of humanoid Siasun Robot & Automation, believing that it could become a new generation of widely used terminals after smartphones and automobiles. Goldman Sachs estimates that global humanoid Siasun Robot & Automation shipments will reach 76,000 units by 2027 and rise to 502,000 units by 2032. The Asian trading team at Goldman Sachs believes that the Asian Siasun Robot & Automation industry is in the early stages of development. Compared to similar assets in the United States, valuations in the Asian Siasun Robot & Automation and automation sectors still show a discount, while earnings growth expectations are higher, and capital has begun to rotate towards the Siasun Robot & Automation supply chain. The bank also emphasizes that the industry is still transitioning from technology validation to commercialization, with large-scale implementation requiring more time. China Securities Co., Ltd. research report indicates that leading companies are actively promoting the application of humanoid Siasun Robot & Automation in industrial, commercial, and other scenarios; as the generalization levels of Siasun Robot & Automation rise, the number of implemented scenarios is expected to expand further, with 2026 likely to become a banner year for horizontal applications of humanoid Siasun Robot & Automation. Related concept stocks: UBTECH ROBOTICS (09880): As one of the earliest companies in China to layout Siasun Robot & Automation, UBTECH ROBOTICS has been deeply engaged for many years (from March 2012 to the present), possessing first-mover advantages in the research and development of Siasun Robot & Automation, motion control, and exploration of commercial scenarios. HORIZON ROBOT-W (09660): Horizon Robotics announced at the end of July that it expects profits in the first half of 2026 to be between 3.5 billion and 4 billion yuan, compared to a loss of 5.233 billion yuan in the same period last year, marking a turnaround. The company expects continuous operating revenue for the six months ending June 30, 2026, to increase significantly, mainly driven by two major revenue segments. The increase in product solution revenue is primarily attributed to the continued strengthening of the company's market position and steady increase in market share, as well as the large-scale production deployment of the company's full-scene urban NOA solutions (HSD). Hesai-W (02525): Hesai Technology signed a sole supply agreement for 10 million units of the JT series lidar with Chasing Technology, setting a new record for single orders in the global consumer humanoid Siasun Robot & Automation field; the company ranks among the top in shipment volume in multiple sub-fields such as embodied intelligence, mowing Siasun Robot & Automation, unmanned delivery vehicles, commercial cleaning Siasun Robot & Automation, and Robotaxi, and has been selected as one of the top 25 humanoid Siasun Robot & Automation technology companies by Morgan Stanley. GEEKPLUS-W (02590): Geekplus launched the unified embodied intelligence framework Gravity at the 2026 World Artificial Intelligence Conference, simultaneously introducing the accompanying Gravity4D model and announcing the one core, dual engines layout strategy for the general embodied intelligence industry, focusing on solving physical interaction challenges in real-world scenarios for Siasun Robot & Automation. The Gravity framework employs a "dual brain collaboration" architecture, with the ARTransformer cognitive brain and DiffusionTransformer action brain working together to process tasks. The cognitive brain parses human instructions and breaks down long-range tasks, while the action brain pre-simulates object movement and force changes to generate stable continuous action sequences, creating a "plan first, execute later" operational logic. DOBOT (02432): On August 5, DOBOT officially released the world's first fully-fledged humanoid Siasun Robot & Automation, DOBOT LUMO, which also marks DOBOT's first humanoid Siasun Robot & Automation product designed for home application scenarios. According to the company, this product targets home companionship, educational research, and commercial performances, aiming to enhance the adaptability of Siasun Robot & Automation in real-life spaces through capabilities in motion control, visual perception, voice interaction, and emotional recognition.