Humanoid Robot Concept Stocks Watch | EXCELLAND ROBOT (03231.HK) up 0.58%, the 9th China Robot Summit opens in Hangzhou

NewTimeSpace (newtimespace.com) News, on 18 September 2026, humanoid robot stocks traded strongly, with EXCELLAND ROBOT (03231.HK) strengthening. As of 13:45, the company quoted HKD 38.040, up 0.58%.

On the news front, on 17 September, the 9th China Robot Summit opened in Hangzhou Future Sci-Tech City, Zhejiang Province. Under the theme "Intelligent Connectivity for a New Ecosystem, Empowering All Scenarios - Transformation and Leaps in the Robot+ Era", the summit set up five exhibition zones covering humanoid robots and embodied intelligence, industrial robots, service and special robots, medical robots and the robot industry chain, attracting more than 50 associations and research institutions, over 500 industry experts and more than 2,000 industry delegates. During the summit, the 2026 China Embodied Intelligence Industry Global Expansion Research Report and a robot embodied intelligence capability evaluation framework were released, and a rehabilitation robot collaborative innovation platform and the smart agent special competition of the China University Intelligent Robot Creative Competition were launched.

In addition, according to industry chain sources, a Tesla team arrived in Ningbo on 16 September and on 17 September began a new round of mass production supplier audits for its robotics business. The audit team covers four departments - design, engineering, procurement and supplier management - and will visit core supply chain companies in Ningbo, Shanghai and Xiamen, helping with equipment commissioning and transferring manufacturing capabilities from its US plants, with this round of audits set to lead substantively towards mass production of the Optimus humanoid robot.

HUAYUAN SECURITIES noted that, as of the second quarter of 2026, the market value of active fund holdings in the core pool of the humanoid robot sector had fallen to 1.09% of the stock investment market value of those funds, a low for the past six quarters. The institution believes that the humanoid robot industry is moving from small-batch validation to a new "1 to 10" stage, and that upstream cost-effective components and OEMs with high certainty of volume ramp-up are expected to be the first to see valuation repricing.

EXCELLAND ROBOT (03231.HK) focuses on the development, manufacturing and commercial deployment of commercial service robots, with products covering indoor delivery, high-capacity indoor transfer, delivery within enclosed parks, indoor and outdoor cleaning and unattended retail. The company also provides industry-applied AI vision model solutions and serves customers including hotels, office buildings, shopping malls, hospitals and industrial parks under Robot-as-a-Service (RaaS) and leasing arrangements. Based on 2025 revenue, the company is China's third largest supplier of commercial service robot products with a market share of 8.9%, and had cumulatively delivered more than 114,600 robots to over 5,100 customers worldwide as of 31 March 2026.

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