Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Slightly Higher, Nvidia Announces Joint Development of Open-Source Foundation Models for Robots

NewTimeSpace (newtimespace.com) reported that on July 10, 2026, the humanoid robot theme rallied sharply, with Midea Group (00300.HK) fluctuating slightly higher. As of 13:17, the stock was quoted at HKD 88.800, up 0.40%.

On the news front, Nvidia announced a collaboration with Hugging Face to jointly develop open-source foundation models for robots, integrating the GPU ecosystem with the CUDA stack to significantly lower the barriers for robot AI training and deployment. Tesla has recently issued specific parts procurement guidelines for Optimus, requiring suppliers to ramp up production capacity to 1,000 units per week by September this year, and further to 2,000 to 2,500 units per week by the end of the year.

Guolian Minsheng Securities pointed out that the firm maintains a steadfast positive outlook on the upstream core component sector, as large-scale mass production of humanoid robots directly drives demand for components. Against the backdrop of surging whole-machine production, the platform value of rigid-demand components such as reducers, servo joints, six-axis force sensors, lead screws, dexterous hands, and controllers becomes increasingly prominent, and is not affected by competition among different whole-machine manufacturer technology routes. The key bottleneck for upgrading whole machines from "being able to walk" to "performing fine operations" lies in end-effectors, force sensing, and high-precision actuation components. Upstream component suppliers, with the ability to supply across multiple whole-machine customers, offer stronger earnings visibility and represent a more favorable allocation direction during the mass-production phase of the industry.

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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