Changes in Hong Kong stocks | The popularity of the physical AI concept soared, and the sleeping robot (06600) rose nearly 15%, Huanchuang Technology (06802) rose more than 12%

Zhitong Finance App learned that physical AI concept stocks have collectively strengthened. As of press release, Woan Robotics (06600) rose 14.78% to HK$51.4; Yuejiang (02432) rose 13.73% to HK$19.38; Huanchuang Technology (06802) rose 12.51% to HK$93.95; Hesai-W (02525) rose 9.28% to HK$13.66; Premium Choice (09880) rose 7.48% to HK$73.30; Laifu Harmonic (03952) rose 7.48% to HK$73.30; Laifu Harmonic (03952) rose 7.48% to HK$73.30; Laifu Harmonic (03952) 04% at HK$33.02.

According to the news, the popularity of physical AI has skyrocketed recently. On October 22, Yushu Technology held the 2026 World Physical AI Conference and proposed that the intelligent ChatGPT could be achieved as soon as next year. Previously, Huang Renxun's speech at the Nvidia Berlin GTC conference focused on shifting from hardware sales to AI factory systems. Physical AI was the core topic. At the same time, GM's big model began to participate in robot control, and the leading AI laboratory ended up in the physical model industry, where domestic machine manufacturers and Optimus mass production continued to accelerate, etc., bringing industrial development to a new stage.

Huafu Securities believes that the robotics sector continues to soar in this round. Physical AI (main body) companies with Yushu Technology at the core have surged, and dynamic data mining companies have risen and expanded to the full robotics sector. Therefore, we have summarized the most definitive benefits into the following two chains: 1) Breaking through the core of physical AI: data collection, including main body and vertical scenarios; tactile and force sensing; machine vision, IMU, digital acquisition gloves; digital acquisition services and data platforms; 2) the supply chain with Tesla as the core components Including screws, speed reducers, bearings, etc.