Humanoid Robot Concept Stocks Watch | UBTECH (09880.HK) Fluctuates Up Nearly 2%, WAIC Robot Exhibitions Shift Toward Scenario‑Based Deployment Applications

NewTimeSpace (newtimespace.com) reported that on July 21, 2026, the robotics theme rebounded sharply, with UBTECH (09880.HK) rising in choppy trading. As of 13:15, the stock was quoted at HKD 83.500, up 1.71%.

On the news front, on July 20, the Ministry of Industry and Information Technology disclosed that China's intelligent robotics sector delivered impressive results in the first half of the year, with quadruped robots accounting for nearly 70% of global shipments and more than 400 humanoid robot products available, exceeding half of the global total. Additionally, AI companion robots made a collective appearance at the World Artificial Intelligence Conference held from July 17 to 20.

Orient Securities noted that from July 17 to 20, the 2026 World Artificial Intelligence Conference (WAIC) was held in Shanghai, with embodied intelligence designated for the first time as a core track, and over 200 related companies participating. At this WAIC, the focus of robot exhibitions shifted from performance displays to scenario‑based deployment and application.

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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