Humanoid Robot Concept Stocks Watch丨Midea Group (00300.HK) Fluctuates Up Over 3%, WAIC Debuts Embodied AI Special Zone

NewTimeSpace (newtimespace.com) reported that on July 15, 2026, the robotics theme in Hong Kong stocks fluctuated lower, while Midea Group (00300.HK) rose in volatile trading. As of 13:13, the stock was quoted at HKD 92.300, up 3.07%.

On the news front, media reports indicated that the 2026 World Artificial Intelligence Conference (WAIC) will be held from July 17 to 20. This year's WAIC will feature the first‑ever Embodied AI Special Zone, showcasing the latest achievements in humanoid robots, embodied intelligence, and other related fields. Leading companies such as Unitree and Zhiyuan Robotics will participate, and multiple next‑generation humanoid robot products are expected to make their debut.

Xiangcai Securities pointed out that the humanoid robot industry is at a critical commercialization inflection point. The data flywheel effect will drive technological iteration and cost reduction, and capacity expansion combined with end‑market demand is expected to enter a virtuous cycle, igniting global production and sales volumes.

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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