Changes in Hong Kong stocks | Auto stocks explode across the board, BYD's humanoid robots released in August, and all car companies laid out humanoid robot tracks

The Zhitong Finance App learned that auto stocks have exploded across the board. As of press release, Ideal Automobile-W (02015) rose 10.71% to HK$55; Chery Auto (09973) rose 6.73% to HK$26.32; GAC Group (02238) rose 7.27% to HK$2.36; Geely Auto (00175) rose 6.49% to HK$20.36.

According to the news, on July 28, BYD confirmed that its self-developed humanoid robot will be officially unveiled through “Di Space” in August. This will be the first time that BYD will publicly display a humanoid robot entity in an official capacity. According to reports, the IRON humanoid robot owned by Xiaopeng Motor has begun small-batch trial production, and the mass production line has entered the final stage of joint commissioning; the ideal plan is for two products, a two-wheeled robot and a biped robot. The two-wheeled robot is scheduled to be publicly released within the year.

According to reports, in a context where profit margins in the automobile industry continue to be under pressure, humanoid robots are viewed by more and more car companies as the core direction for opening up a second growth curve. CITIC Construction Investment said that physical AI is the next wave of artificial intelligence, and robots are one of the best physical carriers of AI; as leading manufacturers actively promote the application of humanoid robots in industrial and commercial scenarios, their level of generalization increases, and the implementation scenario will expand further. 2026 is expected to be a major year for vertical applications of humanoid robots.