Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Slightly Lower, Institutions Point Out Physical AI Accelerates Development of Humanoid Robot Industry

NewTimeSpace (newtimespace.com) reported that on July 7, 2026, the humanoid robot theme weakened, with Midea Group (00300.HK) fluctuating slightly lower. As of 13:11, the stock was quoted at HKD 87.650, down 0.79%.

On the news front, on July 7, 2026, the latest "Global Delivery Robot Tracker Report" and "Global Commercial Cleaning Robot Tracker Report" released by the International Data Corporation (IDC) showed that the global commercial service robot market maintained rapid growth in 2025. In 2025, the global commercial service robot market reached USD 1.37 billion, up 35.7% year‑on‑year; annual shipments reached approximately 155,000 units, up 44.1% year‑on‑year. From 2026 to 2030, the compound annual growth rate of shipments in this market is expected to be approximately 15.1%. By 2030, global commercial service robot shipments will reach 454,000 units, and the market size will rise to USD 3.17 billion.

Guoyuan Securities stated that Physical AI is accelerating the transformation of the humanoid robot industry from the technology verification phase to the fast track of large‑scale production and penetration across multiple scenarios. Physical AI, through VLA (vision‑language‑action) models and world models, builds an intelligent closed loop of "perception‑cognition‑decision‑execution," breaking through the core bottleneck of traditional robots' weak adaptability in unstructured scenarios. Combined with simulation technology, it significantly compresses skill training cycles and markedly lowers R&D barriers.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.