Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Slightly Lower, Beijing Robotics Industrial Park (Changping) Officially Opens

NewTimeSpace (newtimespace.com) reported that on August 5, 2026, the robotics theme continued to strengthen, while Midea Group (00300.HK) fluctuated lower. As of 13:13, the stock was quoted at HKD 96.400, down 0.57%.

On the news front, on August 5, the Beijing Robotics Industrial Park (Changping) officially opened. The park focuses on the entire robotics industry chain, with a primary emphasis on embodied AI robots and core components. Currently, multiple projects and public service platforms have already moved in, and the意向签约occupancy rate of enterprises exceeds 60%. A dedicated robotics industry fund with a total scale of RMB 600 million has also been established to support the park.

Huatai Securities pointed out that supply‑side progress in the domestic robotics supply chain is rapid. In the first half of 2026, humanoid robot production exceeded 40,000 units, and the full‑year total is expected to surpass 100,000 units. On the Tesla supply chain front, it is necessary to track the actual production launch and demonstration performance of Optimus; the mass‑production timeline is approaching, but market expectations are relatively low. If the demonstration results exceed expectations, it could form a market turning point.

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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