The 2025 Robotics Conference officially kicks off! NVIDIA will be deeply involved. Which companies in the Hong Kong and U.S. stock markets are worth watching?

From August 8 to 12, 2025, the 2025 World Robotics Conference (WRC) will be grandly held in Beijing. This highly anticipated industry event will serve as a barometer for the global development of the Robotics industry.

In recent years, with the rapid integration of AI large models, simulation technology, and robotics hardware, general-purpose robots are moving from laboratories into reality, becoming a key form in the intelligent era.

Previously, a Deutsche Bank report made bold predictions about the future size of the humanoid robotics market. By 2035, the market size for humanoid robots is expected to reach $75 billion, and by 2050, it is projected to exceed $1 trillion.

According to reports, the participating companies include Unitree, $UBTECH ROBOTICS(09880.HK)$ 、 $DOBOT(02432.HK)$ and others. Specifically,

This year, UBTECH will showcase its industrial humanoid robot Walker S2 for the first time, aimed at intelligent manufacturing scenarios. It is reported that Walker S2 is equipped with Co-Agent intelligent body technology, integrating dexterous hands and bionic arms, and supports high-difficulty actions such as autonomous battery swapping.

Unitree will debut two new products: the quadruped Unitree A2 and the third humanoid robot Unitree R1.

SenseTime will display its Robotics products under the brand Metarobots, as well as demonstrate the embodied intelligence implementation in collaboration with ontology vendors.

Dobot will exhibit its six-legged bionic robot and the Dobot embodied intelligence robot X-Trainer, thereby showcasing the practical application of embodied intelligence VLA.

Additionally, a major highlight is NVIDIA, a leading global platform for accelerated computing and a key driver of the Robotics ecosystem, which will deeply participate in this year's WRC, collaborating with numerous Robotics ecosystem partners to showcase its cutting-edge layout in physical AI and general-purpose robotics.

The Robotics sector has entered a white-hot state! Focus on these companies.

This year, NVIDIA CEO Jensen Huang has repeatedly stated that the next wave of artificial intelligence is Physical AI. Following AI, Robotics technology is another growth market for NVIDIA.

PreviouslyJensen Huang Defines the New Wave of AI! Physical AI May Usher in a New Era, with These Two Industries Poised for Takeoff?A previous article reviewed Robotics-related concept stocks in the Hong Kong and U.S. stock markets. Specifically:

1. Hong Kong Stock Market

In the Hong Kong stock market, investors can focus on whole machine manufacturers $UBTECH ROBOTICS(09880.HK)$ 、 $DOBOT(02432.HK)$ 、 $MEDBOT-B(02252.HK)$ 、 $HK ROBOTICS(00370.HK)$ 。

UBTech is the first humanoid robotics company listed on the Hong Kong Stock Exchange, possessing full-stack humanoid robot technology advantages.

Dobot Robotics is the first company in the world to introduce an embodied robotics platform that combines "robotic arms, humanoid, and hexapod" capabilities.

MicroPort Robotics is currently the only surgical robotics company in the world with a business covering five 'golden tracks': laparoscopy, orthopedics, vascular, natural orifice, and percutaneous procedures.

The predecessor of Hong Kong仔Robotics, CHINA BEST Group, was deeply involved in the real estate-related services sector, with its fortunes closely tied to the rise and fall of the real estate market. In March this year, CHINA BEST Group embarked on a transformation, with its wholly-owned subsidiary, AI Group, entering into a cooperation agreement with the humanoid robotics unicorn, CloudMinds Technology. The plan is to form a joint venture in Hong Kong through restructuring—Hong Kong仔Robotics—to enter the robotics field. Notably, Hong Kong仔Robotics recently secured an order for no less than 1,000 embodied intelligent security robots, valued at 300 million yuan.

In addition, companies such as $XIAOMI-W(01810.HK)$ 、 $XPENG-W(09868.HK)$ 、 $CATL(03750.HK)$ 、 $CATL(03750.HK)$ 、 $SHOUCHENG(00697.HK)$ 、 $SANY INT'L(00631.HK)$ and others are also making cross-industry bets on robotics.

$XIAOMI-W(01810.HK)$ In 2022, it released its first full-size humanoid bionic robot, CyberOne (Tie Da). This year, Xiaomi is advancing the phased implementation of CyberOne (Tie Da) on its own manufacturing lines.

$XPENG-W(09868.HK)$ As early as 2020, it entered the humanoid robotics market and in 2023, launched its first humanoid robot, 'Iron,' to compete with Tesla's 'Tesla Bot,' officially entering the intelligent robotics field.

According to reports, $CATL(03750.HK)$ Since the end of 2024, it has increased investment in the robotics sector. A team of dozens has been assembled in Shanghai to independently develop the robot ontology, control, and human-robot interaction algorithms. The initial plan is to manufacture industrial robots, such as robotic arms and AGVs, for application in battery factories.

$MIDEA GROUP(00300.HK)$ Recently, it established a humanoid robotics innovation center, intensifying its efforts in related R&D. Midea Group's humanoid robot prototype was first revealed in March this year. This robot can perform various actions, such as shaking hands, passing water, making heart gestures, dancing, opening bottle caps, and screwing bolts.

$SHOUCHENG(00697.HK)$ At the beginning of the year, it announced the official establishment of Beijing Shoucheng Robotics Technology Industry Co., Ltd. in Beijing. This company will be dedicated to building a complete robotics industry ecosystem. Additionally, SHOUCHENG, through the Beijing Robotics Industry Development Investment Fund it manages, made its first investment in Unitree in 2024 and followed up with an additional investment in July, solidifying its strategic shareholder position.

$SANY INT'L(00631.HK)$ Sany Robotics Technology Co., Ltd., a subsidiary, was established in the context of Sany Group's comprehensive push for intelligent manufacturing digital transformation. The company primarily engages in the development and manufacturing of intelligent industrial robots, industrial automation, and integrated application equipment for robots, as well as unmanned driving technology and related software and hardware. It also manufactures industrial and special-purpose robots.

Full industry chain/core parts suppliers need to pay attention to $SANHUA(02050.HK)$ 、 $HORIZONROBOT-W(09660.HK)$ 、 $HUA HONG SEMI(01347.HK)$ 、 $SMIC(00981.HK)$ 、 $SH ELECTRIC(02727.HK)$ 、 $JOHNSON ELEC H(00179.HK)$ 、 $TSUGAMI CHINA(01651.HK)$ 、 $JLMAG(06680.HK)$ 、 $COWELL(01415.HK)$ 、 $SUNNY OPTICAL(02382.HK)$ 、 $AAC TECH(02018.HK)$ 。

Perception technology and software include $ROBOSENSE(02498.HK)$ 、 $FOURTH PARADIGM(06682.HK)$ 。

2. U.S. Stock Market

U.S. Stock Market, Logistics Robotics Sector: $Amazon(AMZN.US)$ , the leading warehouse robotics company, $Symbotic(SYM.US)$ , which provides last-mile delivery for Uber Eats, $Serve Robotics(SERV.US)$ , and warehouse robotics $ATS Corp(ATS.US)$ 、 $Guardforce AI(GFAI.US)$ ；

In the robotics software sector: $NVIDIA(NVDA.US)$ 、 $PTC Inc(PTC.US)$ 、 $Palladyne AI(PDYN.US)$ 、 $Mobilicom(MOB.US)$ 、 $Qualcomm(QCOM.US)$ ；

The field of industrial robotics: $Tesla(TSLA.US)$ 、 $Honeywell(HON.US)$ 、 $Teradyne(TER.US)$ 、 $Lincoln Electric(LECO.US)$ ；

Robotics Automation Field: $Rockwell Automation(ROK.US)$ 、 $Zebra Technologies(ZBRA.US)$ 、 $Cognex(CGNX.US)$ 、 $UiPath(PATH.US)$ 、 $Pegasystems(PEGA.US)$ 、 $Myomo(MYO.US)$ ；

Medical Robotics Sector: $Medtronic(MDT.US)$ 、 $Stryker Corp(SYK.US)$ intelligent robotic radiosurgery system developer $Accuray(ARAY.US)$ 、

global surgical robotics leader Intuitive Surgical, and surgical robotics supplier $PROCEPT BioRobotics(PRCT.US)$ 、

global leader in innovative electrophysiology robotics technology $Stereotaxis(STXS.US)$ Rehabilitation robotics leader $Lifeward(LFWD.US)$ 、

Endoscopic surgery robot, led by an investment from Bill Gates $Vicarious Surgical(RBOT.US)$ Pharmacy dispensing robot $Omnicell(OMCL.US)$ ；

Defense Robotics $AeroVironment(AVAV.US)$ 、 $Kratos Defense & Security Solutions(KTOS.US)$ 、 $Lockheed Martin(LMT.US)$ 、 $Northrop Grumman(NOC.US)$ 、 $Boeing(BA.US)$、 $General Dynamics(GD.US)$ 、 $Teledyne Technologies(TDY.US)$ 、 $RTX Corp(RTX.US)$ 、 $Textron(TXT.US)$ 、 $L3Harris Technologies(LHX.US)$ 、 $Elbit Systems(ESLT.US)$ 、 $Nauticus Robotics(KITT.US)$ ；

Professional Robotics: Underwater Robotics, Oceaneering International, 3D Scanning Robots $Faro Technologies(Delisted)(FARO.US)$ ；

Consumer Robotics: Vacuum Cleaning Robots $iRobot(IRBT.US)$ ；

Service Robotics: Developers of Cleaning, Food Delivery, and Cooking Service Robots $Richtech Robotics(RR.US)$ 。

Overall, NVIDIA's deep involvement highlights its ambition to secure a dominant position in the Robotics 'infrastructure,' but technical practicality and geopolitical factors remain key variables. The 2025 World Robotics Conference will serve as a litmus test for its ecosystem strategy and industry influence, and it will also provide an important platform for the integration of global Robotics technology.