Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) Fluctuates Slightly Lower, Humanoid Robot Industry Fully Shifts Toward "Mass Production Deployment"

NewTimeSpace (newtimespace.com) reported that on August 11, 2026, the robotics theme strengthened in volatile trading, while Midea Group (00300.HK) fluctuated slightly lower. As of 13:14, the stock was quoted at HKD 97.450, down 0.20%.

On the news front, the Texas Terafab superchip factory, jointly invested by Tesla and SpaceX, has broken ground. With an initial investment of USD 16.8 billion, the factory targets an annual production capacity of 1 terawatt of computing power, 25% of which will be used to power Tesla's Optimus humanoid robot.

Zhongtai Securities pointed out that the humanoid robot industry is shifting from "R&D" to "mass production deployment." Tesla's Fremont factory has begun installing the Optimus production line, and core transmission component suppliers have entered the mass production stocking phase, with a production ramp‑up planned to begin shortly.

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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