HK Stock Market Move | Physical AI concept stocks strengthen as Shanghai pushes forward with next-generation intelligent manufacturing; global humanoid Siasun Robot&Automation industry sentiment continues to improve.

Hong Kong-listed physical AI concept stocks strengthened. As of press time, SEER TECH (06106) rose 8.7% to HK$68.7; UBTECH ROBOTICS (09880) rose 7.19% to HK$67.85; CAMSENSE (06802) rose 6.54% to HK$93.65; LAIFUAL (03952) rose 5.68% to HK$31.62. On the news front, on October 27, the Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of Next-Generation Intelligent Manufacturing." The Action Plan mentions supporting the deep integration of AI technology and equipment, promoting the upgrade of intelligent manufacturing equipment into equipment agents; developing and promoting physical AI equipment, and developing and promoting intelligent manufacturing equipment such as Siasun Robot&Automation and inspection equipment with autonomous perception and decision-making capabilities. Currently, the global humanoid Siasun Robot&Automation industry continues to improve. Tesla stated in its third-quarter financial report that the Optimus humanoid Siasun Robot&Automation has begun production work, and the first batch of Optimus Siasun Robot&Automation meeting mass production standards has officially rolled off the line; Wang Xingxing of Unitree Robotics judged that physical AI has now shown signs of a breakthrough; at the same time, general-purpose models are extending into the physical world, and the task understanding and execution capabilities of embodied intelligence are expected to accelerate.