Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Slightly Higher, Commercialization Path for Robots Is Gradually Becoming Clearer

NewTimeSpace (newtimespace.com) reported that on July 28, 2026, the robotics theme weakened, while Midea Group (00300.HK) fluctuated slightly higher. As of 13:11, the stock was quoted at HKD 95.600, up 0.79%.

On the news front, the Beijing Economic-Technological Development Area recently released its economic performance report for the first half of 2026, with multiple indicators showing stable growth: regional GDP reached RMB 196.78 billion, up 6.1% year-on-year. Output value growth in the new-generation information technology, robotics, and intelligent manufacturing sectors all reached double digits. Total imports and exports reached RMB 118.85 billion, up 33.8% year-on-year.

Guolian Minsheng Securities noted that the competitive focus in the robotics industry has shifted from technology demonstrations to capacity building, supply chain integration, and real-world scenario data collection. Events such as Samsung's establishment of a robotics division directly under its CEO, Tesla's installation of dedicated Optimus production lines, and UK-based Humanoid's completion of a USD 152 million Series A financing round all confirm that the commercialization path is gradually becoming clearer.

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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