Changes in Hong Kong stocks | Robotics concept stocks collectively fell back in annual shipments or fell short of expectations, and the industry may usher in the first round of sharp clearance

The Zhitong Finance App learned that robotics concept stocks have collectively declined. As of press release, Mecamander Robotics (09615) fell 4.44% to HK$85; Megawell Mechatronics (02692) fell 3.48% to HK$32.16; Sanhua Intelligent Control (02050) fell 3.30% to HK$22.88; Lansi Technology (06613) fell 2.55% to HK$14.12.

According to the news, on November 3, the First Finance Correspondent learned from the 2026 Gaogong Consulting data that China's complete humanoid robot shipments are expected to exceed 50,000 units this year, but the growth rate is lower than expected. As financing starts to cool down in the fourth quarter, it is expected that more than 15% of humanoid robot companies will be eliminated in the next three years.

Zheng Liyao, general manager of Gaogong Consulting, said that intelligent commercialization reached a new level this year, but the growth rate fell short of expectations. Global shipments of humanoid robots are expected to be nearly 60,000 units in 2026, with a market size of nearly 2 billion US dollars, which will double; among them, shipments of complete humanoid robots in China will exceed 50,000 units, and the market size will exceed 10 billion yuan. However, shipments of complete humanoid robots in China this year will be lower than the forecast of more than 60,000 units at the beginning of the year.