HK Stock Concept Tracker | Physical AI accelerates deployment; Apple discloses progress on HALO, the "brain" of Siasun Robot&Automation; focus on reducers, servos and other components (with concept stocks)

On November 4, Apple's research team submitted a paper titled "Perceptive Humanoid Motion from Simulation" to the preprint platform arXiv, disclosing progress on HALO, the autonomous control system for humanoid Siasun Robot&Automation. According to the paper, Apple's research team deployed the HALO system on Unitree Technology's G1 humanoid Siasun Robot&Automation for validation, enabling the Siasun Robot&Automation to carry movements learned in a simulated environment into unfamiliar real-world rooms for execution. The research team conducted 360 single-task tests across 6 real environments that had not been pre-scanned or mapped, achieving an average success rate of 91%; they also conducted 10 tests each for 3 combined tasks in one real environment, achieving an average success rate of 70%. Industry insiders believe that the core significance of this breakthrough lies in the fact that Siasun Robot&Automation can complete tasks in unseen real environments by relying on simulation data training, reducing dependence on costly real-machine data collection, and is expected to accelerate the iteration of Siasun Robot&Automation's intelligent capabilities. The research team explicitly pointed out that current mainstream Siasun Robot&Automation highly depends on visual input and still has an inherent shortcoming in perceiving contact force. Once an object leaves the field of view or becomes physically occluded, the success rate of strongly interactive tasks drops significantly. To this end, introducing high-precision tactile perception and deeply integrating it with vision has been identified as the core research direction for the next stage. From an industry perspective, industry insiders pointed out that Tesla's Optimus continues to advance the construction of million-unit production lines, Meta is collaborating with Fourier to develop a Siasun Robot&Automation prototype, and Apple is entering from autonomous control and simulation training. According to reports, Nvidia has currently opened four core models around Physical AI, including the language model (Nemotron) responsible for pre-training, the world foundation model (Cosmos) for understanding physical laws, and, in the post-training stage, GR00T for Siasun Robot&Automation and Alpamayo for autonomous driving. Global technology giants are promoting the development of Physical AI through different technological paths, further strengthening the long-term industrial trend of Siasun Robot&Automation. CITIC SEC believes that the Siasun Robot&Automation sector currently has the conditions for launching a thematic market move in terms of valuation, liquidity, and industrial catalysts, and Tesla Optimus V3 is expected to be released in the fourth quarter, driving upward expectations across the industrial chain. Zheshang pointed out that humanoid Siasun Robot&Automation bodies have entered the volume ramp-up stage, and upstream core components such as reducers, servos, and sensors will realize performance first. Sinolink pointed out that the core change in this round of Physical AI is that general models have begun to move from perception and understanding further into planning, decision-making, and action spaces, and the value content of Siasun Robot&Automation electronic hardware will spread from SoC to storage, interconnection, and control segments; model training requires the accumulation of large amounts of real interaction data in advance, and training-side demand is expected to scale up before Siasun Robot&Automation bodies do so on a large scale. Related concept stocks GALAXIS TECH (02729): The company officially released its self-developed GALAXIS embodied intelligence product matrix at the Shanghai CeMAT exhibition held from November 3 to 6. The matrix is deeply tied to intralogistics and industrial handling scenarios. The matrix plans four levels of payload products around intralogistics scenarios, including the 1,500 kg-class ultra-heavy-duty VFR series, the 50 kg-class heavy-duty VPR-CP series, the 10 kg-class light-duty wheeled humanoid Siasun Robot&Automation, and the 5 kg-class small-item picking manipulator. UBTECH ROBOTICS (09880): On November 6, according to UBTECH ROBOTICS' official WeChat account, the world's first bionic humanoid Siasun Robot&Automation news anchor was officially released recently at the 7th World Media Summit Forum on Artificial Intelligence and Chinese Modernization. The bionic humanoid Siasun Robot&Automation news anchors released this time, named "Xinyan" and "Xinyu," were jointly developed by Xinhua News Agency and UBTECH ROBOTICS, with Chinese director Zhang Yimou serving as chief designer of their image, created for news communication scenarios. Zhou Jian, founder, chairman of the board, and CEO of UBTECH ROBOTICS, introduced that the achievement is a cross-sector crystallization in which Xinhua News Agency provided news industry standards and the content foundation, UBTECH ROBOTICS provided full-stack technology, and Zhang Yimou's team completed the image creation. Relying on Xinhua News Agency's AI current-affairs information intelligent agent "Xinhua Yudian," the Siasun Robot&Automation has built a trinity technology chain of "brain-expression-control," capable of retrieving in real time authoritative current-affairs information that has undergone standardized review, effectively avoiding the communication risks brought by generative AI hallucinations. In the future, UBTECH ROBOTICS will continue to iterate full-stack embodied intelligence humanoid Siasun Robot&Automation technology, steadily advance deployment in various scenarios together with partners, and enable humanoid Siasun Robot&Automation to deliver more practical value in real application scenarios. LAIFUAL (03952): In early November, Daiwa released a research report stating that it maintains a "Buy" rating and a 12-month target price of HK$66 for LAIFUAL (03952); the company has recently seen a continuous increase in inquiries from humanoid Siasun Robot&Automation original equipment manufacturers (OEMs) in Japan, South Korea, Taiwan, and other places, and some cooperation projects are expected to reach clearer partnerships from the fourth quarter of this year to the first quarter of next year. The bank pointed out that, apart from Tesla and Figure AI explicitly requiring suppliers to have overseas production capacity, most overseas customers accept that Zhejiang Laifual supplies from its mainland China factory, and the company also maintains close contact with European and North American customers. Daiwa mentioned that LAIFUAL's cooperation relationship with the Japanese company Harmonic Drive Systems (HDS) has provided it with an additional channel into the Japanese market, among which the harmonic reducers jointly developed by both parties have been adopted by industrial Siasun Robot&Automation manufacturers such as Yaskawa Electric, and the performance of these products is close to HDS's original level, while the price is only one-third to one-half of it. Since HDS has disclosed LAIFUAL's participation in the project to its customers, the bank believes this will bring potential orders and international brand endorsement. DOBOT (02432): Recently, at the 2026 Industrial Expo, DOBOT, under the theme "Begun with the courage to imagine, only then can one surpass," launched three new products at once: the next-generation native embodied seven-axis force-controlled arm VEGA 7, the new industrial collaboration species PULSA, and the high-performance collaborative Siasun Robot&Automation CRH, respectively targeting embodied operation, high-speed operation, and demanding production lines. In May this year, DOBOT released its self-developed world action model "Dobot WAM Embodied Large Model," which broke through the spatial perception bottleneck of traditional VLA models and consolidated the company's core algorithm barrier in embodied intelligence.