Robot concept stocks led the gains. As of writing, Johnson Electric Holdings (00179) rose 6.47% to HK$30.62; Sanhua Intelligent Controls (002050) (02050) rose 6.16% to HK$34.46; Ubtech (09880) rose 3.39% to HK$113; Yuejiang (02432) rose 3.29% to HK$40.2.

On the news front, it is reported that the Trump administration is strongly promoting the development of the robotics industry. According to three knowledgeable and anonymous sources who disclosed details, U.S. Secretary of Commerce Howard Lutnick has been meeting with CEOs in the robotics industry and is making all-out efforts to accelerate industry development. According to two informed sources, the government is considering issuing an executive order on robotics next year. According to a person familiar with the planning, the U.S. Department of Transportation is also preparing to announce a robotics task force, which may be established before the end of the year. A spokesperson for the department did not respond to requests for comment.

Citigroup's latest research report stated that global humanoid robot production will enter an exponential growth phase in 2026, expected to at least double compared to 2025. The growth paths for each segment of the industry chain are clear. Upstream core components have high unit value and rigid demand, while orders and mass production progress for whole-machine enterprises are accelerating. The industry is transitioning from technology verification to large-scale mass production, possessing high certainty and long-term investment value.