Hong Kong-listed robotics-related stocks performed strongly, as a multi-departmental special initiative was implemented and local governments intensified support; institutions noted that humanoid robots are facing an opportunity for sector-wide valuation

June 12 — Hong Kong-listed robotics-related stocks performed strongly. As of the time of writing, Wuyi Vision rose nearly 12%, Yifei Technology gained over 10%, Estun Automation climbed more than 6%, and Nobikan advanced over 4%.

Futu ComprehensiveJun 12 10:29

Guotai Haitong Securities: Enhanced data element policies accelerate the development of embodied intelligence datasets

On June 3, 2026, the National Data Administration officially issued the 'Implementation Plan for Advancing the Development of High-Quality Industry-Specific Datasets,' explicitly stating that by the end of 2028, a number of high-quality industry datasets—covering key sectors and validated through practical applications—will be established, creating exemplary application scenarios that leverage data to drive AI innovation and development.

Zhitong FinanceJun 10 11:33

Express News | NVIDIA CEO Jensen Huang stated that the moment for robots to achieve industrialization is 'just around the corner.'

BreakingsJun 8 14:15

Hong Kong-listed robotics-related stocks gained against the market trend, as Jensen Huang and Masayoshi Son highlighted physical AI and robotics as key investment areas, and Tesla's V3 version may debut by the end of June.

Jensen Huang stated that as a global manufacturing hub, South Korea will continue to enhance its level of chip manufacturing automation, and robotics technology and physical AI will become key focus areas for the next stage of industrial development, with the related market size expected to expand further. Additionally, another prominent investor, Masayoshi Son, also remarked that the field of physical AI and robotics will give rise to the next trillion-dollar company. Notably, Tesla is accelerating the mass production of its humanoid robot; the Fremont factory has already completed production line modifications and is expected to begin production in July–August 2026, with an annual capacity of one million units. The V3 version may be unveiled by the end of June.

China Securities JournalJun 8 13:22

Hong Kong-listed robotics concept stocks are active, as Ubtech Robotics launches pre-sales of the world's first full-size, ultra-bionic humanoid robot.

According to an official post from Ubtech Robotics, the world's first full-sized, ultra-bionic humanoid robot has officially launched on JD.com for pre-order. Designed for emotional companionship, the robot will be formally unveiled on June 30.

Zhitong FinanceJun 2 09:29

Express News | OpenAI Announces Entry into Robotics Sector, Focusing Short-Term on Developing Assistive Robots

BreakingsJun 1 14:37