Humanoid Robot Concept Stocks Watch | Midea Group (00300.HK) up 0.50%, Shenzhen unveils robot high-quality development plan

NewTimeSpace (newtimespace.com) News, on September 4, 2026, the robotics theme weakened amid volatility, while Midea Group (00300.HK) strengthened against the trend. As of 13:26, the company's quote was HK$101.000, up 0.50%.

On the news front, Shenzhen recently issued the "Shenzhen Work Plan for Promoting High-Quality Development of the Intelligent Robotics Industry (2026–2028)." The plan proposes that by 2028, Shenzhen will be built into the world's most influential smart robotics industry highland, creating the country's most vibrant smart robotics innovation enterprise cluster, a globally leading smart robotics software-and-hardware supporting cluster, and an international robot-friendly demonstration city center, as well as a Guangdong-Hong Kong-Macao Greater Bay Area robotics open-source ecosystem center, thereby forming a new industrial pattern featuring the coordinated development of the "two zones and two centers."

Western Securities believes that 2026 is expected to be the first year of scaled mass production for the humanoid robotics industry. At the policy level, embodied intelligence is explicitly promoted as a new economic growth driver; at the technology level, breakthroughs in AI and large models provide the "smart brain"; and at the demand level, the intensifying aging population gives rise to space for labor substitution.

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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