On March 5, it was reported that the robotics concept stocks in the Hong Kong stock market generally trended higher. As of the time of writing,$NUOBIKAN (02635.HK)$rose more than 8%,$DOBOT (02432.HK)$Surging over 7%,$WOER (09981.HK)$、$MEDBOT-B (02252.HK)$Surging over 5%,$ONEROBOTICS (06600.HK)$、$YUNJI (02670.HK)$Up nearly 5%.
In terms of news, the government work report proposed establishing a growth and risk-sharing mechanism for future industries, fostering the development of embodied intelligence and other future sectors. On February 28, the Humanoid Robotics and Embodied Intelligence Standardization Annual Conference was held in Beijing, where the "Humanoid Robotics and Embodied Intelligence Standards System (2026 Edition)" was released. Notably, during this year’s Lunar New Year Gala, robots gained significant popularity, excelling in both performances and practical tasks.
Huayuan Securities believes that the humanoid robotics industry is entering a critical phase of transition from '1 to 10' in 2026. Expectations for mass production and shipment recovery may benefit upstream core component suppliers significantly. Subsequent initial public offerings by leading manufacturers could drive a new round of revaluation for related stocks. Huajin Securities stated that as robots gained widespread attention during the Lunar New Year Gala, they are transitioning from performances and research into mass production and real-world applications, accelerating commercialization.
Editor/Melody
