Changes in Hong Kong stocks | Robotics concept stocks go, Gao Yushu Technology Innovation Board IPO approved, Tesla Optimus mass production is imminent by the end of the year

The Zhitong Finance App learned that most robotics concept stocks were higher. As of press release, Xiangong Intelligence (06106) rose 14.3% to HK$56.35; Laifu Harmonic (03952) rose 8.3% to HK$53.5; Megaway Electromechanical (02692) rose 7.68% to HK$43.2; Jijia-W (02590) rose 7.63% to HK$9.59; Dechang Electric Holdings (00179) rose 6.18% to HK$18.21.

According to the news, on the evening of July 30, Yushu Technology issued an announcement stating that the company's application for the initial public offering of shares and listing on the Science and Technology Innovation Board has been approved and registered by the Securities Regulatory Commission, and the subscription will commence on August 10. According to reports, Yu Shu's listing is not only a milestone in the company's own capitalization, but will also become the first profit valuation anchor for the entire humanoid robot circuit. Earlier, 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, and the long-term target for the second production line in Texas is 10 million units.

It is worth mentioning that according to a recent CCTV financial report, some robot companies just released new humanoid robot products at the end of last month, and have received orders for tens of thousands of units in less than a month. Wanlian Securities believes that the humanoid robot industry is currently at the dawn of moving from technological breakthroughs to large-scale commercialization. With the combined promotion of policy and capital, the AI model continues to inject soul into robots. Humanoid robots are expected to form an emerging industry, gradually moving from the B-side to the C-side, and the future market space is broad. 2026 is a key window for mass production verification and scenario implementation.