Hong Kong Stock Concept Tracking | Accelerated implementation of physical AI, Apple reveals the progress of the robot “brain” HALO focuses on components such as speed reducers and servos (with concept stocks)

The Zhitong Finance App learned that on November 4, the Apple research team submitted the paper “Perceptive Humanoid Motion from Simulation” on the preprint platform arXiv, which revealed the progress of HALO, an autonomous control system for humanoid robots. According to the paper, the Apple research team deployed the HALO system on Yushu Technology's G1 humanoid robot for verification, so that the robot can carry out the actions learned in the simulated environment to an unfamiliar real room.

The research team conducted 360 single task tests in 6 real environments without pre-scanning or mapping, with an average success rate of 91%; in addition, 10 tests were carried out on each of the 3 combined tasks in a real environment, with an average success rate of 70%.

Industry insiders believe that the core significance of this breakthrough is that robots can complete tasks in an unseen real environment by relying on simulation data training, reduce their dependence on high-cost real machine data collection, and are expected to speed up the iteration of robot intelligence capabilities.

The research team clearly pointed out that currently mainstream robots are highly dependent on visual input, and there are still natural shortcomings in the perception of contact force. Once an object is out of sight or physically obstructed, the success rate of strong interaction tasks declines significantly. To this end, the introduction of high-precision tactile perception and deep integration with vision has been determined as the core research direction for the next stage.

At the industry level, industry insiders pointed out that Tesla Optimus continues to promote the construction of million-level production lines, Meta collaborates with Fourier to develop robot prototypes, and Apple is moving forward with autonomous control and simulation training. According to reports, at present, Nvidia has opened four core models around physical AI, including a language model (Nemotron) responsible for pre-training, a world-basic model (Cosmos) for understanding the laws of physics, and GR00T for robots in the post-training phase and AlpaMayo for autonomous driving, respectively. Global tech giants are promoting the development of physical AI from different technology paths to further strengthen long-term robotics industry trends.

CITIC Securities believes that the robotics sector's current valuation, liquidity, and industrial catalytic conditions already have the foundation to launch a themed market. Tesla Optimus V3 is expected to be released in the fourth quarter, driving the industry chain expectations upward. Zheshang Securities pointed out that the humanoid robot itself has entered the release stage, and core components such as upstream speed reducers, servos, and sensors are prioritized to deliver on performance.

Guojin Securities pointed out that the core change in this round of Physical AI is that the general model begins to move from perception and understanding to the planning, decision-making, and action space. The value of robot electronic hardware will spread from the SoC to storage, interconnection, and control; model training requires the accumulation of a large amount of real interaction data in advance, and training-side demand is expected to precede large-scale deployment of the robot itself.

Related concept stocks

Galax Technology (02729): The company officially unveiled its self-developed GALAXIS self-developed smart product matrix at the CeMAT exhibition in Shanghai from November 3 to 6. The matrix is deeply tied to on-site logistics and industrial handling scenarios. The matrix plans four-level payload products around on-site logistics scenarios, including the 1500 kg heavy duty VFR series, 50 kg heavy duty VPR-CP series, 10 kg light-load wheeled humanoid robots, and 5 kg small parts handling and picking robots.

Preferred Choice (09880): On November 6, according to WeChat, the world's first bionic humanoid robot news anchor was officially announced recently at the 7th World Media Summit Forum on Artificial Intelligence and Chinese Modernization. The bionic humanoid robot news anchors released this time are called “New Words” and “New Words”. They were jointly developed by Xinhua News Agency and Premium Choice. Chinese director Zhang Yimou is the main image creator and designer, and is designed for the news dissemination scene. Zhou Jian, founder, chairman of the board of directors and CEO of Youbi Choice Technology, explained that this achievement is a cross-border crystallization of Xinhua News Agency providing standards and content platforms for the news industry, Youbishang providing full-stack technology, and Zhang Yimou's team completing image building. Relying on the Xinhua News Agency's AI current affairs information intelligence “Xinhua Dictionary”, the robot has built a “brain-expression-control” trinity technology link that can retrieve authoritative current affairs information reviewed in real time, and effectively avoid transmission risks caused by generative AI illusions. In the future, Preferential Choice will continue to iterate the full-stack technology of artificial intelligent humanoid robots, and work with partners to steadily advance the implementation of various scenarios, so that humanoid robots can exert more practical value in real application scenarios.

Laifu Harmonics (03952): In early November, Yamato released a research report stating that it maintains the “buy” rating of Laifu Harmonic (03952) and a target price of HK$66 for 12 months; the company has recently received an increasing number of inquiries from original equipment manufacturers (OEMs) for humanoid robots in Japan, South Korea, Taiwan, etc., and it is expected that some cooperation projects will reach more clear partnerships from the fourth quarter of this year to the first quarter of next year. The bank pointed out that in addition to Tesla and Figure AI clearly requiring suppliers to have overseas production capacity, most overseas customers accept Zhejiang Laifu's supply from local factories in China, and the company also maintains close ties with European and North American customers. Yamato mentioned that the partnership between Raifu Harmonic and the Japanese company Harmonic Drive Systems (HDS) has provided an additional way for it to enter the Japanese market. Among them, the harmonic speed reducers jointly developed by the two parties have been adopted by industrial robot manufacturers such as Yaskawa Electric. The performance of these products is close to the original HDS factory level, but the price is only one-third to one-half of them. Since HDS has disclosed to its customers that Laifu Harmonics is participating in the project, the bank believes this move will result in potential orders and international brand endorsements.

Yuejiang (02432): Recently, at the 2026 Industrial Fair, Yuejiang unveiled three new products under the theme of “Start with Dare to Think and Exceed”: VEGA 7, the next-generation native seven-axis force control arm, PULSA, and the high-performance collaborative robot CRH, which are aimed at specific operation, high-speed operation, and strict production lines. In May of this year, Yuejiang released the self-developed world action model “Air Game Dobot WAM Big Size Model”. This model broke through the spatial perception bottleneck of traditional VLA models and consolidated the company's artificial intelligence core algorithm barriers.