Humanoid Robot Concept Stocks Watch | EXCELLAND ROBOT (03231.HK) up 0.77%, HONY MEDIA signs strategic cooperation with Excelland Technology and four other robotics firms

NewTimeSpace News, on 23 September 2026, humanoid robot shares traded with volatility while EXCELLAND ROBOT (03231.HK) strengthened. As of 13:15, the company quoted HKD 39.300, up 0.77%.

On the news front, on 21 September 2026, HONY MEDIA (00419.HK) announced that its indirect subsidiary Ainuobo (Chengdu) Technology Co., Ltd. had recently signed strategic cooperation agreements with five robotics companies including Excelland Technology (Wuxi) Co., Ltd., an entity under the company. According to the announcement, the parties will build on the commercial service robot hardware products of the partner robotics companies and HONY MEDIA's AIROBO robot operations platform to jointly advance the adaptation, testing, deployment and scaled operation of robot products in community, park, building, commercial space and urban scenarios, and to jointly create an integrated intelligent mobile commercial service robot solution that combines robot bodies, artificial intelligence capabilities, an operations platform and offline scenario services, developing demonstration application projects. The announcement also noted that the strategic cooperation agreements are framework arrangements whose specific progress is subject to subsequently signed project documents and actual progress, and that a degree of uncertainty exists.

In addition, on 22 September 2026, Scalabot, the general-purpose embodied intelligence sub-brand of Songyan Dynamics, released HERON-Spatial Intelligence. According to the company, the model focuses on two spatial intelligence capabilities: 3D simulation asset generation, which turns objects in the real world into digital objects that robots can understand, manipulate and verify, and 4D scene memory, which allows robots to organise scattered visual observations into continuous spatial representations, together forming the foundation for robots to understand the physical world. Songyan Dynamics said the related code will be open-sourced in the near future. The model is the third released by Scalabot since the sub-brand was established.

CSC believes that humanoid robots should be watched for T-chain product launches and mass production progress, and that opportunities in core suppliers should be grasped; the T-chain is actively advancing supplier audits and mass production work, with positive feedback from multiple supply chain players, and major customer product launches and mass production progress are expected to bring important catalysts to the sector. The institution noted that complete machine makers can reach end customers directly and hold a relatively high position in the value chain, that robot companies are currently actively advancing multi-dimensional capability building across "brain", "cerebellum" and "body", exploring deployment in industrial and commercial scenarios with shipment scale continuing to expand, and that as robot generalisation improves, deployment scenarios are expected to expand further; physical AI is the next wave of artificial intelligence and robots are one of the best physical carriers of AI, with a clear industry development trend.

HUAFU SECURITIES believes that Tesla's team has begun a new round of robot mass production supplier audits and that, combined with the thousands of units of orders placed previously and the additional orders following supply chain visits, confidence in an acceleration of Optimus mass production has continued to rise and has now entered a critical node, with the weekly output ramp-up expected to accelerate to the level of 2,000 units per week by the end of the year; the institution judges that as the solution continues to be optimised, the use of low-cost, easy-to-maintain ball screws is expected to increase and the number of ball screws in the hand may rise further, and that in terms of structural parts and lightweighting, Tesla's latest Optimus solution may already apply carbon fibre composite materials to the limb skeleton structure.

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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