Humanoid Robot Concept Stocks Watch | UBTECH ROBOTICS (09880.HK) up 1.11%, ten-thousand-unit-class industrial humanoid robot super smart factory goes into operation

NewTimeSpace (newtimespace.com) News, on 16 September 2026, humanoid robot stocks traded actively while UBTECH ROBOTICS (09880.HK) strengthened. As of 13:25, the company quoted HKD 77.550, up 1.11%.

On the news front, on 12 September, UBTECH ROBOTICS' industrial humanoid robot super smart factory went into operation in Liuzhou, Guangxi, as the world's first ten-thousand-unit-class industrial humanoid robot manufacturing base. Covering 14,000 square metres, the plant mainly produces the Walker S and Cruzr series of embodied-intelligence industrial humanoid robots, rolling out one complete unit every 10 minutes with planned annual capacity of more than 10,000 units. The plant has built a digital intelligent manufacturing foundation jointly with Siemens Digital Industries Software, and its production lines deploy Cruzr Y1, Cruzr S2 and other embodied-intelligence robots for depalletising, palletising, feeding and handling, realising "robots building robots". In addition, on the evening of 14 September, UBTECH ROBOTICS announced the grant of 3,624,470 H shares to 409 incentive recipients at RMB 1 per share, with the closing price of the company's H shares at HKD 78.9 on the grant date, of which about 45% of the incentives are linked to 2026 specific sales performance targets.

DFZQ noted that in the first half of 2026 the humanoid robot industry chain saw rising prosperity, with industry revenue rising 18.3% year on year; gross margins improved markedly for body manufacturers and sensor makers while declining for reducer manufacturers, reflecting intensifying competition. Capital expenditure growth diverged among upstream component makers, with reducer and motor manufacturers growing faster, as whole-machine mass production and application scenarios expanded at a faster pace and whole-machine shipments are expected to rise. SINOLINK SECURITIES believes that 2026 is a key node for delivering the humanoid robot industry's shift from 0 to 1; as supply chain mass production lines are completed, the Tesla chain is expected to formally begin large-scale mass production, and shipments by leading domestic body manufacturers are expected to leap from several thousand units to tens of thousands.

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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