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Discover 3 Promising Undervalued Small Caps With Insider Action In The Asian Market
Zhitong HK Stock Investment Diary | May 12
Hong Kong Stock Investment Diary | May 12, 2026
Morgan Stanley: China's humanoid robotics industry has the potential to replicate the 'electric vehicle miracle'.
Morgan Stanley stated that humanoid robotics in China is replicating the "electric vehicle miracle" through an all-encompassing industrial chain strategy, capturing 46% of global venture capital investments within the year. The industry's commercial deployment is accelerating across the board, with Unitree Robotics demonstrating remarkable profitability and achieving a gross margin of approximately 60%. It is projected that by 2050, the global market will reach 7.5 trillion US dollars, with China accounting for 30% of global adoption, leading this ultimate blue ocean opportunity.
Shoucheng Sets Board Meeting to Approve First-Quarter 2026 Results
SHOUCHENG: DATE OF BOARD MEETING
One unit per hour! Figure's third-generation robot production accelerates, could the industry be entering an 'arms race'?
Over the past 120 days, Figure's production efficiency has increased 24-fold; the first-pass yield at the end of the Figure production line has exceeded 80% and is improving weekly. At the industry level, the large-scale mass production of humanoid robots is generally accelerating.