Robot stocks rallied on Monday. Sanhua Intelligent Controls rose nearly 14%; MedBot increased by 9%; Johnson Electric Holdings Limited , Horizon Robotics surged by more than 7%, and UBTECH Robotics gained nearly 3%.

Recently, both domestic and international markets have seen a surge in humanoid robot developments. On September 7, Tesla launched its official Weibo account, “Tesla AI,” debuting the latest version of its Optimus humanoid robot with the post, “I’ve been working hard to improve my physique.” At the same time, Tesla unveiled Elon Musk’s 2025 compensation plan, anchored by four core businesses: automobiles, FSD, humanoid robots, and robotaxis.

In China, UBTECH announced a 250 million yuan humanoid robot order, while companies such as Stardust Intelligence (Shenzhen), Zhiyuan Innovation (Shanghai), and Yushu Technology (Hangzhou) also disclosed new contracts.

According to TF Securities, the humanoid robot industry is reaching a pivotal stage of industrial application, with order concentration signaling both rising market acceptance and a potential inflection point for large-scale commercialization. Orient Securities adds that Tesla’s overseas deployment could further solidify the sector’s outlook, creating investment opportunities, particularly for component makers with strong manufacturing and operational capabilities.