Changes in Hong Kong stocks | Ledong Robot (01236) rose nearly 8% intraday. The physical AI visual perception circuit welcomed catalytic companies' hyperbolic model, which is scarce

The Zhitong Finance App learned that Ledong Robot (01236) rose nearly 8% in the intraday period. As of press release, it had risen 5.98% to HK$39.36, with a turnover of HK$15.615 million.

According to news, recently, there has been frequent catalysts in the field of humanoid robots. On the evening of August 6, Yushu Technology confirmed the issuance price of 150.8 yuan/share. It is expected to land A-shares in the middle and end of this month. At the same time, leading manufacturers such as Zhiyuan, Galaxy GM, and Leju are also actively promoting the listing process, and overseas Tesla Optimus is also about to be mass-produced. The analysis points out that with IPOs being raised by leading manufacturers, a transmission chain for building new production lines, expanding production capacity, and issuing long-term orders for parts upstream is taking shape, and the industry's supply capacity is increasing at an accelerated pace.

It is worth mentioning that visual perception, as the core entry point for humanoid robots to obtain environmental information, may directly benefit from this round of industrial expansion. According to our understanding, vision contributes about 80% to the input of environmental information, and is a prelude to the intelligence of humanoid robots. BOC International pointed out that Ledong is an intelligent robot company with spatial sensing technology as the core. It has built a physical AI sensing base around lidar, SLAM, and AI scene recognition, and commercialized it through two paths: visual perception products and intelligent mowing robots. The hyperbolic model is scarce.