Robotics-related stocks are leading the gains in the Hong Kong market.

As of the latest update, Yunji Technology (02670) is up 9.22% at HK$320, while Ubtech Robotics (09880) has risen 7.95% to HK$115.4.

Hesai Group-W (02525) has increased by 5.75% to HK$161.9, and Lens Technology (06613) is up 4.69% at HK$28.58.

The positive movement follows significant industry news.

On June 1st, Unitree Robotics' application for an initial public offering on Shanghai's STAR Market passed the review by the listing committee of the Shanghai Stock Exchange.

On the same day, NVIDIA's CEO Jensen Huang announced a collaboration with Unitree to launch the next-generation humanoid robot reference design, H2 Plus, also known as the Isaac GR00T system, aimed at accelerating innovation in the global humanoid robotics industry.

Analysts point to 2026 as a crucial inflection point for the commercialization of humanoid robots.

Guosheng Securities Inc. notes that 2026 is a key milestone for the transition from concept to reality in humanoid robotics.

The Tesla supply chain is expected to see its first-generation mass-produced product released around the second quarter of 2026, with major production lines in the supply chain completed in the first half of the year, leading to large-scale mass production starting in August 2026.

For leading domestic Chinese manufacturers, shipment volumes are projected to leap from several thousand to tens of thousands of units.

Initial application scenarios are expected to include secondary development, guided tours, and inspection tasks.

During this phase, supply chains and core technologies for leading companies are likely to become more concentrated.

Simultaneously, the global market is anticipated to enter a period of intense competition and rapid development in robotics.