Humanoid Robot Concept Stocks Watch | MIDEA GROUP (00300.HK) Fluctuated Lower by 0.79%; Goldman Sachs Sharply Raises Humanoid Robot Forecasts

NewTimeSpace (newtimespace.com) News, on September 1, 2026, the robotics theme weakened, and MIDEA GROUP (00300.HK) fluctuated lower. As of 13:22, the stock was quoted at HKD 100.600, down 0.79%.

On the news front, in its interim report, MIDEA GROUP looked ahead to the second half of 2026 and set out its operating approach for the industrial end and for domestic and overseas markets. MIDEA GROUP will hold firm on its core base of white goods and HVAC businesses, steadily expand sub-core businesses such as robotics, new energy, and data center liquid cooling, and drive its ToC and ToB businesses to form a "growth relay."

In its latest report, GOLDMAN SACHS noted that its forecast for global humanoid robot shipments in 2030 has been sharply raised from 256,000 units to 890,000 units, and for 2035 from 1.40 million units to 6.50 million units, with the corresponding market size reaching USD 138 billion. The rationale behind the upgrade is that multiple manufacturers have entered mass-production stages, open-source tools have become more plentiful, financing processes have accelerated, and government policy support is in place.

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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