July 27 news: Most robotics-related stocks rose, and as of the time of reporting,$LAIFUAL (03952.HK)$rose more than 7%,$MEDBOT-B (02252.HK)$rose nearly 6%,$ZHAOWEI (02692.HK)$、$HORIZONROBOT-W (09660.HK)$、$ESTUN (02715.HK)$up nearly 4%,$JOYSON ELEC (00699.HK)$、$SANHUA (02050.HK)$rose over 2%.
On the news front, a Tesla executive released a video summarizing key points from the earnings call: production at the Fremont facility for the Optimus humanoid robot is scheduled to begin by the end of 2026, with a long-term annual capacity target of 1 million units. Additionally, a second production line in Texas aims for a total long-term annual capacity of 10 million units. Separately, XPeng’s humanoid robot has officially entered small-batch trial production at its Guangzhou factory, and its mass-production line is now in the final integration and testing phase, marking the official countdown to full-scale production.
Guolian Minsheng Securities stated in a research report that the humanoid robotics industry is entering a phase driven by three key factors: scaled manufacturing implementation, intensified investment from industrial giants, and advancements in embodied intelligence. This week, Samsung established an independent robotics division, Tesla advanced construction of a dedicated Optimus production line, Foundation partnered with AMD on chips and integrated systems, and Humanoid secured substantial funding from industrial capital—all indicating that industry competition is shifting focus from prototype demonstrations toward production capacity, supply chain development, training data, and deployment with industrial clients, thereby clarifying the commercialization pathway.
Editor/melody