Humanoid Robot Concept Stocks Insight | EXCELLAND ROBOT (03231.HK) down 0.37%, robot makers report ample orders and expand capacity

NewTimeSpace News, on 29 October 2026, humanoid robot stocks pulled back, and EXCELLAND ROBOT (03231.HK) slipped slightly. As of 13:04, the company quoted HKD 37.860, down 0.37%.

On the news front, the company has no recent news of its own; within the sector, on 28 October 2026 an industry review showed that multiple robot makers and component suppliers reported ample order backlogs and are actively expanding capacity to match growing demand, with the industry expected to keep growing in 2027.

In addition, on 28 October 2026 VTRON (002841.SZ) reported third-quarter results, with its C3 Plus cleaning robots having signed customers in Japan, South Korea, Singapore and more than ten European countries, while its D3 dual-arm, X7 quadruped and C3 cleaning robots already cover education, power and retail scenarios. As a peer of EXCELLAND ROBOT in commercial cleaning robots, its overseas signings offer a reference for export demand in the segment.

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.