Changes in Hong Kong stocks | Robotics concept stocks are rising today, and the humanoid robot industry has recently been catalyzed frequently, and institutions are optimistic about mass production opportunities in the first half of '26

The Zhitong Finance App learned that robotics concept stocks generally rose today. As of press release, Jizhijia-W (02590) rose 5.28% to HK$23.54; Johnson Electric Holdings (00179) rose 4.47% to HK$30.36; Premium Choice (09880) rose 2.95% to HK$115.1; and Sanhua Intelligent Control (02050) rose 2.01% to HK$35.5.

According to the news, there have been many catalysts in the humanoid robot industry recently. On December 14, Preferred Choice reached a strategic cooperation with the international semiconductor giant Texas Instruments of the United States, and the total order amount for the whole year exceeded 1.3 billion dollars. On December 18, Yu Shu's G1 humanoid robot participated in Wang Lihong's concert in Chengdu and performed many difficult moves. On December 19, Tesla officially released a video showing the rapid evolution of Optimus from basic motion control to complex scene interaction. Furthermore, the Chihiro intelligent humanoid robot was officially “employed” in the Ningde Era production line.

Orient Securities released a research report saying that leading humanoid robot companies such as Tesla have recently shown excellent operation control technology. We believe that as the industry enters a period of rapid development, the market will pay more attention to mass production. Judging from the challenges of mass production, we think brain models are one of the most important challenges. And in order to promote the rapid evolution of the brain, we expect the 26H1 to be mass-produced more rapidly. Looking at today from the future of mass production, we believe that parts companies with excellent manufacturing and management capabilities will benefit even more.