Humanoid Robot Concept Stocks Watch | UBTECH ROBOTICS (09880.HK) up 0.52%, to build joint venture with C&D and target 10,000 humanoid robot sales

NewTimeSpace News, on 13 October 2026, humanoid robot shares traded with volatility while UBTECH ROBOTICS (09880.HK) firmed. As of 13:15, the company quoted HKD 68.050, up 0.52%.

On the news front, on 9 October 2026, UBTECH ROBOTICS (09880.HK) and Xiamen C&D Inc. held a strategic cooperation signing ceremony in Xiamen. Under the agreement, the two parties will jointly establish a joint venture as the operating entity of the "UBTech Eco-Technology Centre Fujian Headquarters", taking on functions of regional industrial coordination, resource integration and ecosystem services, integrating capabilities such as operation and maintenance support, talent training, scenario application R&D, equipment sharing and leasing, and event operation, and plan to jointly achieve a sales target of no less than 10,000 UBTECH humanoid robots by 2030. The two parties will also cooperate on robot applications in supply chain operations and real estate development, advancing deployment in scenarios including logistics warehousing, security inspection and urban public space services.

In addition, on 12 October 2026, KUKA, a subsidiary of MIDEA GROUP (000333.SZ), launched the "KAI" intelligent platform at the 26th China International Industry Fair and unveiled the industrial wheeled humanoid robot MIRO, which can carry 20 kilogrammes and operate for more than six hours; its Welling robot components unit simultaneously released four new products—a new-generation force-controlled integrated joint module, a frameless torque motor, a humanoid-specific harmonic reducer and the Welling RV&MC cycloidal reducer—among which the humanoid-specific harmonic reducer halves in weight and maintains precision for up to 10,000 hours. Welling's production line currently has an automation rate of more than 80% and can deliver 200,000 reducers, 60,000 joint modules and 210,000 servo motors a year.

SCS believes that Tesla's Optimus Gen3 is about to be launched and will be brought to market in 2027, that product, order and capital-side progress at humanoid robot companies is accelerating, that 2026 is a mass-production transition period with 2027 the key year for volume, and that core suppliers in the Tesla supply chain are favoured.

CHINA FORTUNE SECURITIES believes that Optimus capacity is ramping up rapidly and that, with policy support and catalysts from domestic players such as Unitree and XPeng, the humanoid robot sector is expected to see a certain market rally, with priority given to certain targets in the Tesla and domestic supply chains.

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.