Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates into the Green; The World Has Entered the Era of Fourth-Generation Intelligent Robots

NewTimeSpace (newtimespace.com) News: On June 26, 2026, the humanoid robot sector continued to weaken. Midea Group (00300.HK) fluctuated and turned green. As of 13:15 PM, the company's share price was quoted at HK$79.400, edging up 0.25%.

On the news front, media reports indicate that Tesla is accelerating the mass production plans for its humanoid robot. The company has initiated deep collaborations with multiple suppliers to procure core components such as harmonic reducers, joint modules, and vision system components.

CNI Securities International pointed out that AI technology is accelerating the evolution of robots from fixed-function equipment into agents possessing environmental perception and autonomous decision-making capabilities. Currently, the world has entered the era of fourth-generation intelligent robots. Their core characteristic is the achievement of autonomous mobility and continuous learning within unstructured environments, with widespread applications in industrial automation, commercial services, and special scenarios. Driven by rising labor costs and enterprises' intensifying demand for efficiency improvements, the global intelligent robot market size exhibited a compound annual growth rate (CAGR) of 24.0% from 2021 to 2025, and is projected to surpass RMB 850 billion by 2030.

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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