Changes in Hong Kong stocks | Robotics concept stocks are rising across the board, mass production of humanoid robots is accelerating significantly, and Yushu's IPO is expected to drive the reshaping of valuations of ontological manufacturers

The Zhitong Finance App learned that robotics concept stocks rose across the board. As of press release, Vietnam (02432) rose 6.92% to HK$27.8; Lansi Technology (06613) rose 4.08% to HK$23.46; Johnson Electric Holdings (00179) rose 4.04% to HK$21.1; and Sanhua Intelligent Control (02050) rose 2.91% to HK$26.9.

According to the news, on August 12, Yushu Technology announced that its bionic biped humanoid robot will be produced and rolled off the production line of about 18,000 units, excluding other humanoid and wheeled chassis products. Among them, G1 is the main source of growth. As of May, about 11,000 units have been offline, and about 7,000 units have been added in the past three months. In 2025, the actual shipment volume of the company's humanoid robots has exceeded 5,500 units. As production capacity continues to climb, the company's mass production capacity has further increased, which also reflects the acceleration of the humanoid robot industry from R&D verification to large-scale production and commercialization.

CITIC Construction Investment pointed out that the IPO price of Yushu Technology was 150.80 yuan/share, which exceeded expectations with a corresponding issuance market value of about 61 billion yuan, which is expected to drive the valuation reshaping of in-house manufacturers. Domestic chain manufacturers actively promote multi-dimensional capacity building such as “brain,” “cerebellum,” and “body,” and actively explore applications in multiple industrial and commercial scenarios, and the scale of shipments continues to expand; as the level of generalization of robots increases, it is expected that their implementation scenarios will expand further.