Humanoid Robot Concept Stocks Watch |Midea Group (00300.HK) Surges Over 5%, Musk Posts Photo of Optimus Robot Production Line

NewTimeSpace (newtimespace.com) reported that on July 2, 2026, the robotics theme strengthened with volatile trading, and Midea Group (00300.HK) rose sharply. As of 13:29, the stock was quoted at HKD 86.750, up 5.02%.

On the news front, on Wednesday local time, Tesla CEO Elon Musk posted a group photo with nearly 30 employees on social media, captioning it "Visiting the Optimus robot production line at the Fremont factory." This move was widely interpreted by the market as indicating that Tesla's humanoid robot Optimus is entering a critical mass‑production phase.

Guolian Minsheng Securities stated that the humanoid robot industry is entering a phase driven by three factors: "improvement of standard systems, decline in product prices, and continuous capital injection." With the establishment of industry standards, reduction in overall machine costs, and iteration of embodied AI models, the commercialization path is becoming clear. The firm recommends focusing on complete machine manufacturers with mass‑production and delivery capabilities, core component suppliers, Physical AI infrastructure, and core AI capabilities.

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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