Changes in Hong Kong stocks | Some robot concept stocks are rising, Tesla Optimus mass production will begin at the end of the year, and the industrialization of humanoid robots will accelerate

Zhitong Finance App learned that some robotics concept stocks were higher. As of press release, Laifu Harmonics (03952) rose 6.95% to HK$67.7; Zhaowei Electromechanical (02692) rose 3.26% to HK$44.94; Joyson Electronics (00699) rose 2.49% to HK$13.19; and Sanhua Intelligent Control (02050) rose 2.32% to HK$25.6.

According to the news, Tesla executives posted a video explaining the highlights of the earnings call: the Optimus humanoid robot Fremont production line will start production by the end of 2026, with a long-term annual production capacity of 1 million units; the long-term target for the second production line in Texas is 10 million units. Furthermore, the Xiaopeng humanoid robot has officially started small-batch trial production at the Guangzhou factory. At the same time, the mass production line has entered the final joint adjustment stage, and the mass production sprint has officially entered the countdown.

According to a research report released by the League of Nations Minsheng Securities, the humanoid robot industry is entering the triple driving stage of “large-scale manufacturing implementation, industrial giants increasing, and physical intelligence upgrading.” This week, Samsung established an independent robotics division, Tesla promoted the construction of an Optimus dedicated production line, and the Foundation and AMD collaborated on chips and complete machines, and Humanoid received large industrial capital financing, indicating that the focus of industry competition is shifting from prototype display to production capacity, supply chain, training data, and industrial customer deployment, and the commercialization path is further clarified.