HK ROBOTICS (00370) surged more than 13% during the trading session. As of the time of writing, the stock was up 7.87%, trading at HKD 0.96 with a turnover of HKD 5.0534 million.
Recently, HK ROBOTICS formally signed a memorandum of cooperation with the Hong Kong Logistics Robotics Research Centre, announcing an in-depth collaboration in the field of full-size humanoid bipedal robots. Leveraging the Cloud Brain operating system, both parties will jointly advance the pilot implementation of embodied AI technology in scenarios such as commercial services, hotel services, and home services. This strategic partnership marks another significant market advancement for HK ROBOTICS in the application track of embodied intelligent robots within Hong Kong. The company had previously signed a procurement agreement with Hong Kong Tonghong Guard for no less than 1,000 units, with a total contract value of RMB 300 million, which has now entered the delivery phase.
A recent Citigroup research report indicated that global production of humanoid robots will enter a phase of exponential growth by 2026, with output expected to at least double compared to 2025. The growth path for various segments of the industrial chain is clear: upstream core components possess high unit value and rigid demand, while orders and mass production progress for whole-machine manufacturers are accelerating. The industry is transitioning from technological validation to large-scale production, presenting a highly certain long-term investment value.
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