Humanoid Robot Concept Stocks Watch | EXCELLAND ROBOT (03231.HK) down 2.89%, Chinese firms account for 97% of global humanoid robot shipments

NewTimeSpace News, on 15 October 2026, humanoid robot shares traded with a correction while EXCELLAND ROBOT (03231.HK) weakened. As of 13:25, the company quoted HKD 33.560, down 2.89%.

On the news front, the company has no recent news of its own; within the sector, on 14 October 2026, media reports indicated that China is poised to lead a humanoid robot market worth USD 5 trillion. Citing data, the reports noted that Chinese companies accounted for 97% of global humanoid robot shipments in the first half of 2026, and that Morgan Stanley expects the humanoid robot market to potentially exceed USD 5 trillion by 2050 as the workforce shrinks and ages and AI applications surge. The reports also noted that LinkerBot, a dexterous hand maker, holds more than 80% of the global market for the most advanced robotic hands deployed, with customers already including Samsung Electronics, Meta and Siemens, and that the company plans to double monthly capacity to 10,000 hands; a Morgan Stanley analysis showed that removing Chinese components from Tesla's Optimus humanoid robot supply chain would almost triple its cost.

In addition, on 15 October 2026, the first phase of the 140th China Import and Export Fair (Canton Fair) opened in Guangzhou. This phase, themed "advanced manufacturing", covers an exhibition area of 520,000 square metres with more than 25,000 booths and over 12,000 exhibitors, showcasing five major sections across 19 exhibition zones including consumer electronics and home appliances, industrial automation, lighting and electrical equipment, hardware and tools, and new energy vehicles and smart mobility, and focusing on procurement hotspots such as new energy, smart manufacturing and embodied intelligence, with 17 emerging future-industry zones covering service robots, drones and display technology. This edition of the Canton Fair coincides with the 70th anniversary of its founding, with an overall exhibition area of 1.55 million square metres held in three phases, drawing 32,000 exhibitors, including more than 11,000 high-quality enterprises such as specialised and sophisticated firms and manufacturing champions.

HUALONG SECURITIES believes that humanoid robot companies are seeing intensive financing and other moves, with capacity building and new business formats on the market side continuing to advance; the global humanoid robot market maintained rapid growth in the first half of 2026, with shipments exceeding 22,000 units and year-on-year growth approaching 300%, with AgiBot ranking first globally with 9,700 units, followed by Unitree Robotics, Galbot, UBTECH and Leju Robotics, the top five together accounting for 86%.

GUOYUAN SECURITIES believes that the construction of embodied intelligence training grounds in China continues to advance, with more than 70 already built and operational and over 40 under construction or planned, forming three core clusters in the Yangtze River Delta, Beijing-Tianjin-Hebei and the Pearl River Delta; large volumes of training data are being gathered and fed into real-machine training, and some humanoid robots can already complete complex tasks such as switching electrical cabinets and opening and closing industrial valves, with training grounds becoming important infrastructure connecting model development with commercial application.

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.