Changes in Hong Kong stocks | Humanoid robot industry catalyzed by Xian Gong Intelligence (06106) rose more than 12%, Lai Fu Harmonic (03952) rose more than 7%

The Zhitong Finance App learned that robotics concept stocks rose again. As of press release, Xiangong Intelligence (06106) rose 12.11% to HK$67.1; Laifu Harmonic (03952) rose 7.45% to HK$30.3; Huayan Robotics (01021) rose 7.1% to HK$6.64; and Hesai-W (02525) rose 5.3% to HK$13.5.

According to news, the humanoid robot industry has recently been catalyzed frequently. On November 4, Wang Xingxing, founder, chairman and CEO of Yushu Technology, said at the 2026 World Internet Conference Wuzhen Summit Internet Entrepreneurs Forum that 2027 is likely to become a critical point in the development of the robot industry or robot model, and next year robot capabilities are expected to be greatly improved; JD said it will launch the “JD Physical AI Acceleration Plan” and will purchase 3 million robots in the next five years; in addition, Zhiyuan recently released the next generation Go-3Preview, a model with a built-in pedestal, that was effective for the first time Smart working hours concept.

Cathay Pacific Haitong pointed out that the popularity of the humanoid robot industry continues to rise globally. The launch of mass production by Tesla Optimus marks a key breakthrough in the commercialization process of the industry, and high-quality standards in domestic and overseas supply chains are expected to usher in an inflection point in performance. Huatai Securities believes that physical AI is gradually moving from concept to implementation. Self-developed humanoid robots by model companies such as OpenAI are expected to accelerate this process, and the entire industry chain, including data, models, components, and applications, is expected to benefit.