Robot concept stocks rose in the afternoon. As of press time, Woan Robotics (06600) surged 17.17% to HKD 107.2; Ubtech Robotics (09880) rose 16.51% to HKD 99.5; Hesai-W (02525) climbed 12.17% to HKD 158.5; and LK Technology (00558) increased by 8.85% to HKD 2.83.
According to Zhitong Finance APP, robot concept stocks rose in the afternoon. As of press time, Woan Robotics (06600) surged 17.17% to HKD 107.2; Ubtech Robotics (09880) rose 16.51% to HKD 99.5; Hesai-W (02525) climbed 12.17% to HKD 158.5; and LK Technology (00558) increased by 8.85% to HKD 2.83.
In terms of news, Amazon confirmed the acquisition of Fauna Robotics, a New York-based startup, with the transaction terms undisclosed. This acquisition marks Amazon’s second robotics-related deal within a week, signifying its official entry into the humanoid robotics sector. Additionally, Tesla’s Optimus team has initiated a large-scale talent recruitment drive, with construction beginning on a mass-production facility for millions of robots.
Huaxin Securities released a research report stating that the overall position of the robotics sector is currently low, with the T-chain catalysts gradually progressing. Optimus Gen3 is expected to be unveiled in April, and the firm anticipates sustained momentum for the sector. It recommends prioritizing T-chain certainty targets before the Gen3 release, as an actual unveiling surpassing expectations could bring sector-wide beta opportunities. Meanwhile, it suggests keeping an eye on robot manufacturers who have demonstrated strong performance in practical industrial applications.

















