Most Hong Kong‑listed robot‑related stocks have strengthened; as of press time,$51WORLD (06651.HK)$Up over 19%,$ZHAOWEI (02692.HK)$Up over 12%,$SANHUA (02050.HK)$Up over 6%,$HESAI-W (02525.HK)$ 、 $UBTECH ROBOTICS (09880.HK)$Up about 5%.
On the news front, the robotics sector has been buzzing with frequent catalysts lately, as OpenAI is advancing the development of humanoid robots. According to Sam Altman's forecast, OpenAI could unveil a highly impressive prototype by 2027. Meanwhile, recent media reports suggest that China is poised to lead the $5 trillion humanoid robot market. At the same time, the State Administration for Market Regulation recently approved the release of the first batch of six national standards for humanoid robots, which will take effect on April 1 next year. Notably, from October 20 to 22, NVIDIA's GTC conference was held in Berlin, where physics‑based AI, industrial AI, and robotics were among the key topics.
Guosheng Securities points out that Tesla's Optimus is about to enter mass production, and the products of China's leading robotics companies have also evolved from showcasing talents to performing a series of real-world tasks such as parcel sorting and product packaging, with more products targeting household and industrial applications being launched. With the release of policies and standards and the industry's deep exploration of niche application scenarios, the industrialization and practical deployment of robots are accelerating. In terms of portfolio allocation, we recommend focusing on leading companies in segments such as ball screws, reducers, and lightweight materials.
Editor/lambor