Robotics-related stocks saw broad gains during the morning trading session. At the time of writing, DOBOT (02432) rose 13.48% to HK$45.28; ROBOSENSE (02498) climbed 10.64% to HK$38.06; Soulbrain Holdings (00697) increased 9.52% to HK$2.30; Ubtech Robotics (09880) advanced 7.25% to HK$148; and Hesai Group (02525) gained 6.24% to HK$214.40.

According to analysis by Dongwu Securities, significant advancements in core robotics capabilities have been key to the renewed popularity of robotics demonstrations and are crucial for transitioning robotics technology from the laboratory to factory applications. The robotics industry chain is expected to complete its initial development phase from 2021 to 2025, with Tesla and leading domestic companies projected to begin large-scale production by 2026, marking a new chapter of expansion. Investment focus is likely to narrow further, with attention recommended on leading companies that possess genuine mass-production capabilities and are part of the supply chain.