LDROBOT (01236) shares surged nearly 8% during intraday trading, currently up 5.98% to HK$39.36, with a turnover of HK$15.615 million.

On the news front, the humanoid robot sector has seen frequent catalysts recently. On August 6, Unitree Technology set its IPO price at 150.8 yuan per share, with an expected listing on the A-share market in mid-to-late this month. Meanwhile, leading players such as Zhiyuan, Galaxy General, and Leju are actively advancing their listing processes. Overseas, Tesla's Optimus is also approaching mass production.

Analysts point out that as leading companies complete their IPO fundraising, a transmission chain is forming: building new production lines, expanding capacity, and placing long-term orders for components from upstream suppliers. This is accelerating the industry's supply capacity improvement.

Notably, visual perception, as the core entry point for humanoid robots to acquire environmental information, is likely to directly benefit from this round of industry expansion. It is understood that vision contributes about 80% of environmental information input, making it a prerequisite for humanoid robot intelligence.

BOCOM International noted that LDROBOT is an intelligent robot company centered on spatial perception technology. It builds a physical AI perception foundation around LiDAR, SLAM/VSLAM, and AI scene recognition, and commercializes through two paths: visual perception products and smart lawn mowing robots. This dual-curve model is considered rare.