Humanoid Robot Concept Stocks Insight | EXCELLAND ROBOT (03231.HK) down 1.04%, Zhejiang H1 service robot output up 91.0%

NewTimeSpace News, on 26 October 2026, humanoid robot stocks traded with volatility while EXELLAND ROBOT (03231.HK) weakened. As of 13:09, the company quoted HKD 34.400, down 1.04%.

On the news front, the company has no recent news of its own; within the sector, on 26 October 2026 the Zhejiang Provincial Bureau of Statistics released the province's economic performance for the first three quarters of 2026, with service robot output up 91.0% year on year, output of industrial control computers and systems and industrial robots up 50.6% and 37.5% respectively, and value added of industrial enterprises above designated size up 7.8%.

In addition, on 24 October 2026 Agibot organised 110 Yuanzheng A3 full-size humanoid robots in a group dance at the Yellow River International Convention and Exhibition Center in Jinan, Shandong, setting a Guinness World Record for the largest number of humanoid robots dancing simultaneously; all participating units were mass-production models that will be rolled into cultural tourism performances, public services and research education.

SINOLINK SECURITIES believes that 2026 is a key year for humanoid robotics to move from 0 to 1, and that as domestic and overseas supply chains raise their production schedules, shipments of leading domestic robot makers and overseas players such as Tesla could jump from thousands to tens of thousands of units; the industry bottleneck lies in data and algorithms, and global robot makers are set to open a data flywheel race.

EXELLAND 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.