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2026-11-12 13:30:56 China humanoid robot-related stocks rebounded sharply amid rising expectations for an intelligence inflection point, Morgan Stanley published a research report stating. However, while adoption interest remains high, the expected adoption timeline has been delayed by about one year. Coupled with expected price reductions and limited product readiness, this suggests the path toward scaling will be gradual. Since Oct 15, China humanoid robot stocks have spiked, with YUSHU TECHNOLOGY (688836.SH) up 62% and SHUANGHUAN DRIVELINE (002472.SZ) up 31%, while MSCI China was broadly flat over the same period. The rebound was mainly driven by light positioning after weak sentiment since mid-2026, progress in frontier large language models that may accelerate embodied intelligence, and more optimistic comments from YUSHU TECHNOLOGY founder, chairman and chief technology officer Wang Xingxing, implying an intelligence inflection point could emerge in 2027-2028 earlier than his previous cautious stance suggested. YUSHU TECHNOLOGY's revenue in 3Q26 soared 70% YoY to RMB665 million, while net profit dropped 17% to RMB113 million, with R&D expenses as a percentage of revenue increasing to 19%. Demand from component suppliers remained strong. SHUANGHUAN DRIVELINE's embodied robot reducer revenue exceeded RMB100 million in the first nine months of 2026, and management targets RMB150 million to RMB200 million for the full year and RMB400 million to RMB500 million in 2027. Tech companies are also increasing investments in embodied intelligence, including Meta Platforms, Inc. (META.US) and Fourier developing a humanoid robot prototype named Max, Apple Inc. (AAPL.US) conducting HALO research, XIAOMI-W (01810.HK) humanoid robots completing eight-hour shifts at electric vehicle factories, Tesla, Inc. (TSLA.US) confirming Optimus has begun production in Vermont, and UBTECH ROBOTICS (09880.HK) expanding commercialization partnerships. Samsung Electronics is among the top-performing stocks in the Humanoid 100 list year to date. The bank added YUSHU TECHNOLOGY to its China humanoid robot value chain list. The equal-weighted Humanoid 100 has cumulatively risen 32% since its inception on Feb 6, 2025. The industry rating for the Asian industrial sector is Equalweight. ~ AASTOCKS Financial News Website: www.aastocks.com | |