Humanoid Robot Concept Stocks Watch | MIDEA GROUP (00300.HK) up 0.40%, August industrial robot output rises 34.6%

NewTimeSpace (newtimespace.com) News, on 15 September 2026, humanoid robot stocks traded with volatility while MIDEA GROUP (00300.HK) strengthened. As of 13:47, the company quoted HKD 100.400, up 0.40%.

On the news front, on 15 September the 2026. Data from the National Bureau of Statistics showed that the application of new technologies such as embodied intelligence and human-robot collaboration supported rapid growth of the robotics industry in August, with output of robot reducers and industrial robots rising 11.4% and 34.6% respectively. spokesperson for the National Bureau of Statistics, said the second World Humanoid Robot Games held in August drew wide attention, with humanoid robots at the competitions setting new athletic records and breaking human records in multiple indicators, while off the field many competing robots won orders on the strength of their performance, translating from "running" at competitions to "working" in factories and "being used" at home, and that China's share of global humanoid robot shipments has risen to 97%.

In addition, data from market research firm Counterpoint on 14 September showed that global humanoid robot shipments exceeded 22,000 units in the first half of 2026, up nearly 300% year on year, with the top five companies accounting for 86% of global shipments; the firm expects full-year global humanoid robot shipments in 2026 to exceed 50,000 units.

Meanwhile, the 2026 China International Fair for Trade in Services closed on 14 September. In its pavilion for telecommunications, computer and information services, more than 130 enterprises and institutions showcased the full embodied intelligence industry chain, from complete-machine motion and underlying control to data collection, with humanoid robots a highlight of the exhibition.

CSC noted that,as robot generalisation improves, application scenarios are expected to expand further; physical AI is the next wave of artificial intelligence and robots are among the best physical carriers of AI, with the industry trend clear, and the release and mass-production progress of Optimus V3, new product launches by domestic robot makers and further robot company IPOs set to provide continued catalysts. GUOLIAN MINSHENG SEC believes the humanoid robot industry is advancing along three paths—production line manufacturing, scenario validation and embodied-intelligence upgrading—and that the start-up of production lines marks an important step from prototypes to manufacturing, though subsequent volume delivery still needs to be observed.

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.

NewTimeSpace Disclaimer: All content herein is the original work of NewTimeSpace. Any reproduction, reprinting, or use of this content in any other manner must clearly indicate the source as "NewTimeSpace". NewTimeSpace and its authorized third-party information providers strive to ensure the accuracy and reliability of the data, but do not guarantee the absolute correctness thereof. This content is for reference only and does not constitute any investment advice. All transaction risks shall be borne by the user.