Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Lower, Company to Build New Production Capacity of 300,000 Reducers

NewTimeSpace (newtimespace.com) reported that on July 31, 2026, the robotics theme strengthened significantly, while Midea Group (00300.HK) fluctuated lower. As of 13:10, the stock was quoted at HKD 98.200, down 0.71%.

On the news front, Midea Group recently stated during an investor survey that in July, its subsidiary Welling Robot Components officially signed a cooperation intention agreement with the Shunde District Government of Foshan City for a new manufacturing base project. The new base will be located in Beijiao, Shunde, and plans to build a 55,000‑square‑meter high‑standard temperature‑controlled and vibration‑proof precision plant. The project will be implemented in two phases, with Phase I commencing production in 2027 and Phase II in 2030. The new facility will add production capacity of 300,000 reducers annually to support the manufacturing needs of industrial and humanoid robots.

Huayuan Securities believes that the humanoid robot industry is transitioning from the "0‑to‑1" validation phase into the "1‑to‑10" mass‑production ramp‑up stage. The year 2026 is expected to see multiple‑fold growth, with Physical AI emerging as a core mid‑to‑long‑term opportunity.

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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