Changes in Hong Kong stocks | Robotics concept stocks picked up today, China's industrial chain's share of shipments reached 97%, and Damo raised shipping expectations sharply

The Zhitong Finance App learned that robotics concept stocks picked up today. As of press release, Yunji (02670) rose 23.38% to HK$100.0; Laifu Harmonic (03952) rose 9.85% to HK$51.3; Youdi Robotics (03231) rose 6.29% to HK$40.2; and Zhaowei Electromechanical (02692) rose 3.53% to HK$38.1.

According to news, the latest industry research report released by Morgan Stanley shows that in the first half of 2026, the global humanoid robot industry entered an explosive growth trajectory, and the related market size surged 272% year on year. In the first half of 2026, Chinese suppliers accounted for more than 97% of global humanoid robot shipments; from the demand side, local application scenarios and customer demand in China accounted for more than 85% of global total demand. The Morgan Stanley China Industrial Team significantly raised its forecast for China's humanoid robot shipments in 2026 from 28,000 units to 50,000 units, an increase of nearly 80%; by 2030, China's humanoid robot shipments will rise to 446,000 units.

Zheshang Securities pointed out that on the overseas side, the third and fourth quarters are key verification periods for Tesla's humanoid robot production capacity; on the domestic side, Yushu Technology has already gone public, and the domestic robot industry chain is expected to resonate in both directions with overseas supply chains. It is recommended to continue to focus on the core targets corresponding to industry trends.