Shares of LDROBOT (HKEX: 01236) surged more than 11% in recent trading. At the time of writing, the stock was up 7.79% to HK$40.68, with a turnover of HK$9.55 million.

The price movement follows significant market attention on Unitree Robotics, which recently passed its IPO hearing. Notably, Nvidia CEO Jensen Huang announced that Nvidia will collaborate with Unitree Robotics to launch a new generation of humanoid robot reference design named "H2 Plus". According to Huang Jiawei, Unitree's Marketing Director, the product is scheduled for official release in the second half of this year. Its core feature is the integration of Nvidia's high-performance computing platform, designed to create a more powerful "intelligent brain" for humanoid robots, with the most significant enhancement being in computing performance.

An analysis highlighted that LDROBOT's spatial perception hardware combined with AI algorithm models can transform raw sensor data into structured, semantic, and physically consistent "spatial tokens" for input into world models for training. In the era of physical AI, the perception entry point is equivalent to the data entry point for the real world, and high-quality physical interaction data is poised to become a core competitive asset in future AI development.

Now, positioned at a pivotal moment for the explosion of physical AI, LDROBOT is leveraging its advantage as a visual perception infrastructure provider. The company is securing its place in what is considered the most foundational, universal, and platform-valuable segment of the robotics industry chain.