Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Continues to Weaken; Institutions State Robots Are One of the Best Physical Carriers for AI

NewTimeSpace (newtimespace.com) News: On June 23, 2026, the robot sector fluctuated and weakened. Midea Group (00300.HK) fluctuated downward, with the company's share price quoted at HK$81.450, down 1.45% as of 13:08 PM.

On the news front, recent information from the China National Intellectual Property Administration (CNIPA) shows that Midea Group Co., Ltd. has applied for a patent titled "Robot Obstacle Avoidance Planning Method, Humanoid Robot, Device, Medium, and Product." The application publication number is CN122231863A, the application number is CN202610405477.0, the application publication date is June 19, 2026, and the application filing date is March 30, 2026.

CSC Financial (China Securities Co., Ltd.) pointed out that 2026 is expected to become a grand year for the vertical applications of humanoid robots, emphasizing the performance of robot scenario implementations. The real-world application of humanoid robots is a focus of market attention. The year 2026 is poised to be a milestone year for vertical humanoid applications. Along with the improvement of robots' generalization capabilities, it is expected that the practical application of robots will be observed progressively across industrial, commercial, and other fields. Physical AI represents the next wave of artificial intelligence, and robots serve as one of the best physical carriers for AI, which warrants substantial attention.

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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