Humanoid Robot Concept Stocks Watch | UBTECH (09880.HK) Rebolds and Rises Nearly 4%; Launches Brand New Cruzr Y1 Wheeled Industrial Humanoid Robot

NewTimeSpace (newtimespace.com) News, On June 29, 2026, the Hang Seng Tech Index in the Hong Kong stock market rose substantially, and robot-related stocks strengthened. UBTECH (09880.HK) rebounded and moved higher. As of 13:10 PM, the company's share price was quoted at HK$93.600, up 3.94%.

On the news front, UBTECH's brand new Cruzr Y1 wheeled industrial humanoid robot made its global public debut, demonstrating the full process of bin depalletizing and palletizing on-site at the exhibition. Information shows that the Cruzr Y1 is a wheeled industrial humanoid robot built by UBTECH specifically for industrial scenarios, focusing on overcoming flexible operation difficulties such as loading, unloading, and sorting various bins, cartons, and materials.

In its latest research report, Morgan Stanley substantially raised its forecast for China's humanoid robot shipments in 2026 from 28,000 units to 50,000 units, and expects shipments to reach 446,000 units by 2030, corresponding to a compound annual growth rate (CAGR) of 106% from 2025 to 2030. In terms of market size, China's humanoid robot market is projected to reach USD 2 billion in 2026 and expand to USD 15 billion by 2030.

Morgan Stanley pointed out that accelerated commercial validation, reinforced policy support, and positive feedback from the supply chain are the three core drivers behind this forecast upward revision.

Orient Securities stated that the export prosperity of humanoid robots remains relatively high, and overseas demand is expected to continue. Looking at exporting countries, procurement volumes are substantial from countries and regions such as the United States, Germany, and Japan. Looking at the global market, China's humanoid robot shipments ranked among the top globally in 2025. China's humanoid robot industrial chain possesses extremely strong production advantages and moats. It is expected that the export prosperity will likely maintain its momentum, bringing incremental growth to the industrial chain.

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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