Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Higher, "Robot Employees" Go Full Throttle to Support PortaSplit Production
NewTimeSpace (newtimespace.com) reported that on July 20, 2026, the humanoid robot theme fluctuated weaker, while Midea Group (00300.HK) fluctuated higher. As of 13:19, the stock was quoted at HKD 94.250, up 2.17%.
On the news front, media reported that the viral product PortaSplit split‑type portable air conditioners are selling well overseas, with orders surging. Midea Group has received over 160,000 new orders since June, and its Guangzhou Nansha factory is a key facility producing this product. At the Guangzhou Nansha plant, various robotic arms are in motion, manipulators are flipping, AMR autonomous mobile robots are shuttling around, and "robot employees" are operating at full capacity to ensure the production of the PortaSplit split‑type portable air conditioner.
Orient Securities pointed out that the 2026 World Artificial Intelligence Conference for the first time designated embodied intelligence as a core track, with over 200 companies participating in the exhibition. The display focus has shifted from motion performance to real‑world task execution capabilities in areas such as industrial manufacturing, warehousing and logistics, and home services.
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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