Humanoid Robot Concept Stocks Watch | UBTECH (09880.HK) Continues to Decline, Company to Develop Robotics Solutions for Power Scenario Applications

NewTimeSpace (newtimespace.com) reported that on July 13, 2026, the humanoid robot theme weakened significantly, with UBTECH (09880.HK) extending its decline. As of 13:45, the stock was quoted at HKD 81.250, down 4.47%.

On the news front, on July 10, UBTECH (09880.HK) published an inside information announcement stating that the company had obtained listing approval from the Hong Kong Stock Exchange, granting permission for 5,453,931 H‑shares to be listed and traded. These shares were converted from domestic shares held by four shareholders, accounting for approximately 1.08% of the company's total share capital.

In addition, UBTECH recently formally signed a strategic cooperation agreement with Hangzhou Shenhao Technology Co., Ltd. in Shenzhen. The two parties will jointly develop integrated software‑and‑hardware comprehensive solutions for power scenarios covering substations, distribution rooms, and other applications, and will jointly establish a "Joint Innovation Laboratory for Embodied AI Power Applications."

Huaxin Securities stated that the mass‑production process of Optimus is accelerating. Tesla has set clear production capacity targets and issued parts procurement guidelines, with the first production line about to commence operations. The firm holds a positive outlook on the humanoid robot sector, expecting a decisive market trend. It recommends prioritizing T‑chain targets with high certainty, which are expected to benefit from order growth driven by capacity ramps; at the same time, attention should be paid to quality companies with core component R&D capabilities that can meet the mass‑production needs of humanoid robots, in order to capture beta opportunities in the sector.

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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