Gangzai Robot (00370) skyrocketed more than 10% in Hong Kong trading, with shares climbing 10.74% to HKD 1.65 at press time amid turnover of HKD 8.1576 million. The surge coincides with accelerating breakthroughs in humanoid robotics, highlighted by Unitree Robotics founder Wang Xingxing's projection at a July 15 press conference that industry applications will rapidly expand within 3-5 years despite current early-stage development. This follows recent sector milestones including Zhiyuan's acquisition of Shangwei New Materials and a joint RMB 124 million humanoid robot order secured by Zhiyuan and Unitree.

Dongwu Securities analysts note the robotics commercialization wave is gaining speed, with enhanced intelligence expected to unlock new application scenarios. Crucially, Gangzai Robot disclosed significant progress in its humanoid robotics business earlier this month. Its subsidiary Hong Kong Zai Robot inked a procurement agreement with Tonghong Guard for embodied AI security robots, committing to purchase at least 1,000 units in Hong Kong over two years. Priced at RMB 300,000 per unit, the contract totals RMB 300 million, with initial deliveries of 50-100 robots followed by recurring 100-unit batches.