The Zhitong Finance App learned that most robotics concept stocks have strengthened. As of press release, May Day Vision (06651) rose 18.34% to HK$48.4; Zhaowei Mechatronics (02692) rose 13.23% to HK$29.78; Xiangong Intelligence (06106) rose 7.23% to HK$52.5; Sanhua Intelligent Control (02050) rose 5.38% to HK$22.74; Premium Choice (09880) rose 4.65% to HK$67.55.
In terms of news, recently, there has been frequent catalysis in the field of robotics. OpenAI is advancing research and development of humanoid robots. According to Sam Ultrman's predictions, OpenAI is expected to launch an impressive demo prototype in 2027. Meanwhile, according to a recent media article, China is expected to lead the $5 trillion humanoid robot market. Meanwhile, the General Administration of Market Regulation recently approved the release of the first batch of six national standards for humanoid robots, which will be implemented on April 1 next year. It is worth mentioning that from October 20 to 22, the Nvidia GTC Berlin conference will be held, and physical AI, industrial AI, and robotics will be important topics.
Guosheng Securities pointed out that Tesla Optimus is about to be mass-produced, and the products of leading domestic robot companies are also moving from talent display to a series of real operations such as express sorting and product packaging, and more products for home and industrial scenarios are being introduced to the market. Release of policy standards+the industrial side digs deep into segmented scenarios to accelerate the industrialization of robots. In terms of configuration, emphasis is placed on racetrack leaders such as screws, speed reducers, and weight reduction.