The robotics concept surged again this morning. As of press time, DOBOT (02432) rose 4.69% to HK$41.1, SANHUA (02050) gained 3.6% to HK$36.22, UBTECH ROBOTICS (09880) climbed 2.56% to HK$116.2, and JLMAG (06680) increased 2.49% to HK$19.36.
Reports indicate that the Trump administration is focusing on the robotics industry, with sources suggesting a potential executive order on robotics technology next year.
Recent catalysts in the global robotics sector continue to emerge. Following Tesla Motors' (TSLA) release of its "Optimus" running video, Figure founder Brett Adcock showcased the running capabilities of its F.03 humanoid robot. Meanwhile, domestic manufacturers like UBTECH ROBOTICS have secured substantial new orders.
UBS Securities noted that positive signals for mass production of humanoid robots by 2026 are gradually materializing. Capacity plans from Tesla Motors, DOBOT, and others are progressing, Chinese manufacturers are seeing sustained order growth, and European investor interest is visibly rising. The execution of embodied intelligence orders and expanding application scenarios are injecting fresh momentum into the industry.
