Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Higher, Institutions Believe Commercialization Loop for Humanoid Robots Is Expected to Accelerate

NewTimeSpace (newtimespace.com) reported that on July 23, 2026, the robotics theme showed choppy trading, with Midea Group (00300.HK) rising in volatile trading. As of 13:14, the stock was quoted at HKD 95.600, up 0.74%.

On the news front, Suzhou Junduo Robotics Co., Ltd. recently underwent an industrial and commercial change, with Midea Investment Co., Ltd. added as a new shareholder, while its registered capital increased from approximately RMB 10.752 million to approximately RMB 12.354 million. The company, founded in January 2018, specializes in the R&D, manufacturing, sales, installation, leasing, and maintenance of robots and automation equipment.

Yuanda Information pointed out that the exponential growth in humanoid robot shipments further confirms the inflection point: approximately several hundred units globally in 2023, 3,000 units in 2024, surging to around 18,000 units in 2025, and the Ministry of Industry and Information Technology expects domestic production volume to exceed 100,000 units in 2026—a nearly 200‑fold increase in three years. From several hundred units to 100,000 units, the industry is crossing the critical threshold from the laboratory to large‑scale production. With leading manufacturers continuing to ramp up capacity and large‑scale deployment in industrial scenarios taking the lead, the commercialization loop for humanoid robots is expected to accelerate. Industry developments and capital markets are resonating, and investment opportunities in the first year of mass production are gradually emerging.

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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