July 31 news: Most Hong Kong-listed robotics-related stocks rose, as of the time of writing.$SEER TECH (06106.HK)$rose nearly 14%,$ZHAOWEI (02692.HK)$、$LAIFUAL (03952.HK)$gaining over 8%,$GEEKPLUS-W (02590.HK)$、$ROBOSENSE (02498.HK)$ gained more than 7%.
On the news front, on the evening of July 30, Unitree Technology announced that its application for an initial public offering (IPO) and listing on the STAR Market has been approved for registration by the China Securities Regulatory Commission (CSRC), with subscription set to commence on August 10. According to reports, Unitree’s listing represents not only a milestone in the company’s capitalization journey but also establishes the first profitability-based valuation anchor for the entire humanoid robotics sector. Previously, Tesla executives released a video summarizing key points from their earnings call, indicating that production at the Fremont facility for the Optimus humanoid robot is scheduled to begin by the end of 2026, with a long-term annual production target of 1 million units. A second production line in Texas aims for a total long-term annual capacity of 10 million units.
Notably, according to a recent report by CCTV Finance, a robotics company that launched a new humanoid robot model at the end of last month has already received orders exceeding 10,000 units within less than a month. Wanlian Securities believes the humanoid robotics industry is now at a pivotal dawn moment—transitioning from technological breakthroughs toward large-scale commercialization. With coordinated support from policy initiatives and capital investment, and continuous integration of AI large models that imbue robots with intelligence, humanoid robotics is poised to emerge as a new industrial sector, gradually expanding from business-to-business (B2B) applications to consumer-facing (B2C) markets, offering vast future market potential. The year 2026 will be a critical window for validating mass production and achieving real-world deployment.
Editor/melody