Humanoid Robot Concept Stocks Watch | Pre-Orders for Ultra-Biomimetic Humanoid Robot Break Through 3,000 Units; UBTECH (09880.HK) Drops Over 5% in Morning Trading

NewTimeSpace (newtimespace.com) News: On June 10, 2026, the robotics concept sector in the Hong Kong stock market weakened. UBTECH (09880.HK) dropped substantially during morning trading. As of 11:21 AM, the company's share price was quoted at HK$110.400, down 5.40%.

NewTimeSpace (newtimespace.com) News: On June 10, 2026, the robotics concept sector in the Hong Kong stock market weakened. UBTECH (09880.HK) dropped substantially during morning trading. As of 11:21 AM, the company's share price was quoted at HK$110.400, down 5.40%.

On the news front, on June 9, UBTECH Robotics announced that its consumer-grade humanoid robot brand, UWorld, saw cumulative pre-orders for its full-size, ultra-biomimetic humanoid robot break through 3,000+ units just 8 days after opening pre-sales on JD.com.

Recently, relevant government departments jointly issued a notice officially launching the 2026 Special Action Plan for Real-Scenario Practical Training of Humanoid Robots and Embodied Intelligence. The notice clarifies that by the end of 2026, key products such as humanoid robots will take the lead in completing application validation and normalized deployment across a batch of representative scenarios, officially entering "operation mode."

Jianghai Securities pointed out that domestic humanoid robot manufacturing enterprises are accelerating their commercial layouts both at home and abroad, with application scenarios shifting from education and scientific research toward government and enterprise ends, thereby significantly accelerating the pace of commercial implementation in the industry. The Ministry of Industry and Information Technology (MIIT) and the State-owned Assets Supervision and Administration Commission (SASAC) jointly issued the notice on the special action for real-scenario practical training, aiming to drive the industry to form a deployment capability on a scale of 10,000 units by the end of 2026.

UBTECH ROBOTICS (09880.HK) Focuses on humanoid robot complete machine R&D, full-stack motion control algorithms, and commercial deployment across industrial and logistics scenarios. Its core product, the Walker S series humanoid robot, has deeply integrated into the final assembly lines of multiple leading NEV manufacturers, executing on-site operations such as the flexible handling of automotive components, precision assembly, and intelligent quality inspection. The company pioneers the leap from laboratory prototypes to real-world industrial automation and mass production applications, holding immense technological scarcity and a definitive premium as a pure-play robotics asset.

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