Humanoid Robot Concept Stocks Watch |Midea-KUKA Selected as an "AI Application Star"; Midea Group (00300.HK) Rises Nearly 2%

NewTimeSpace (newtimespace.com) News: On June 9, 2026, Midea Group (00300.HK) continued to climb. As of 11:47 AM, the company's share price was quoted at HK$90.60, up 1.80%.

On the news front, the World Economic Forum (WEF) recently officially released the third batch of the global selection list for its "AI Application Star" (MINDS) program. Midea-KUKA, alongside the AI+robotics innovation enterprise Mech-Mind, were jointly selected for their deeply integrated AI vision-guided picking solution.

In addition, information from the China National Intellectual Property Administration (CNIPA) shows that Midea Group (Shanghai) Co., Ltd. and Midea Group Co., Ltd. applied for a patent titled "Main Body of an Industrial Robot," with the grant publication number CN310008711S and a grant publication date of May 29, 2026.

CMB International stated that robots will not achieve general humanoid capabilities in a single step, and will instead prioritize breakthroughs in high-ROI, single-point scenarios such as industrial handling, power inspection, and security. The current industry landscape is equivalent to that of new energy vehicles in 2015-2016. We believe it is highly difficult to determine the medium- to long-term winners of complete humanoid robot manufacturing, and it is expected that scenario-specific robots for single use cases will be the first to realize financial performance within 1 to 2 years. Motion control algorithms are beginning to mature, whereas the development of the "brain" remains in its early stages.

MIDEA GROUP (00300.HK) Comprehensively positions itself within the industrial-grade embodied AI and core automation equipment supply chain through its wholly-owned subsidiary KUKA, one of the "Big Four" global industrial robot giants. The company focuses on the R&D and delivery of high-precision articulated robotic arms, heavy-duty logistics AGVs, and industrial automation software systems. Its intelligent manufacturing solutions are widely deployed across core heavy-asset production lines globally, including automotive manufacturing and electronic semiconductors. Backed by industry-leading delivery metrics for industrial-grade robots, it serves as the foundational infrastructure anchor for the sector.

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