Humanoid Robot Concept Stocks Watch | UBTECH (09880.HK) Edges Up Nearly 2%, Automakers Rush to Enter Humanoid Robot Sector

NewTimeSpace (newtimespace.com) reported that on July 29, 2026, the robotics theme strengthened with volatility, and UBTECH (09880.HK) edged up. As of 13:15, the stock was quoted at HKD 81.650, up 1.94%.

On the news front, automakers are rushing to enter the humanoid robot sector. On July 28, BYD confirmed that its self-developed humanoid robot will be officially unveiled and released in August through "Di Space," marking the first time BYD will publicly display a humanoid robot entity in an official capacity. Meanwhile, Xpeng Motors' IRON humanoid robot began small-batch trial production at its Guangzhou factory on July 24, with the mass production line entering the final commissioning stage.

According to a research report from China Securities Construction Investment, the humanoid robot sector is experiencing multiple catalysts resonating together, and it is recommended to focus on high-quality segments. Tesla's Optimus is moving toward the mass-production era, Unitree's IPO is progressing smoothly, and UBTECH has released new ultra-bionic products—multiple catalysts are resonating in the sector. Physical AI is the next wave of artificial intelligence, and robots are one of the best physical carriers of AI, with a clear industry development trend. Leading manufacturers are actively promoting the application of humanoid robots in industrial, commercial, and other scenarios; as the level of robot generalization improves, it is expected that their deployment scenarios will further expand, and 2026 is likely to become a major year for vertical applications of humanoid robots.

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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