Humanoid Robot Concept Stocks Watch | Positioning in Embodied Intelligence Chips; UBTECH (09880.HK) Share Price Rises Over 6%

NewTimeSpace (newtimespace.com) News: The robotics concept sector surged as UBTECH (09880.HK) opened higher and rallied on June 15. As of 1:24 PM, the company's share price was quoted at HK$113.400, up 6.18%.

On the news front, MetaX and UBTECH recently officially signed a strategic cooperation agreement to establish a joint venture, XiXuan ChuangZhi Technology (Wuxi) Co., Ltd., to position themselves in the R&D and mass production of embodied intelligence chips. Tape-out is planned for the second half of 2027, with mass production slated for 2028, which will completely fill the technical gap in the domestic high-end embodied intelligence chip field.

AVIC Securities stated that the industrialization process of the humanoid robot industry has significantly accelerated, with China's supply chain and policy advantages driving leading enterprises to take the lead in achieving large-scale volume release. The global humanoid robot industry has entered an early stage of large-scale volume release, with China occupying a dominant position in shipments by virtue of its industrial chain and policy advantages. Capital market financing and IPOs are materializing intensively, and the industry is transitioning from technical verification toward industrial fission.

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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