On May 7, 2026, Unitree officially launched its UniStore shared application platform, marking the opening of the world's first task and motion application store for humanoid robots. On March 30, 2026, Zhiyuan Robotics announced that its 10,000th general-purpose embodied robot, Expedition A3, officially rolled off the production line on March 28.

The Beijing Stock Exchange (BSE) hosts 22 companies related to humanoid robots and embodied AI. These include Changhong Energy, Dingzhi Technology, Kaite Shares, Suzhou Bearing, Wantong Hydraulics, Wanda Bearing, Sanxie Motor, Audiowell, Stars Technology, Huami New Material, Junchuang Technology, Fengguang Precision, Jike Shares, Mingyang Technology, Hengjin Induction, Yishi Precision, Weima Electronics, Tieda Technology, Shunyu Precision, Juneng Shares, Sanyou Technology, and Fuheng New Material. Particular attention is given to Kaite Shares and Suzhou Bearing.

Kaite Shares' subsidiary, Wuhan Kaite Embodied Intelligent Equipment Co., Ltd., has completed the sample development of six-dimensional force sensors and electromechanical brake (EMB) force sensors and is currently engaging with potential customers for sampling. Suzhou Bearing's needle roller bearing products are primarily used in RV reducers for industrial robots, applied in the joint sections, and have entered the batch supply stage.

**BSE Sector Performance: Information Technology Leads with +7.47% Weekly Gain** For the week of May 6 to May 8, 2026, the average performance of five major sectors on the BSE was as follows: High-end Equipment (+5.86%), Information Technology (+7.47%), Chemical & New Materials (+5.00%), Consumer Services (+3.17%), and Pharmaceuticals & Biotechnology (+2.30%).

The median P/E ratios for these sectors also rose: High-end Equipment to 36.6X, Information Technology to 57.5X, Chemical & New Materials to 37.1X, Consumer Services to 41.1X, and Pharmaceuticals & Biotechnology to 28.1X.

**Technology New Industry: Median P/E Ratios Rise Across the Board** Among 159 companies in the BSE's Technology New Industry sector, 156 saw gains for the week. The median return was +5.08%. The top five performers by return were Tianming Technology (+32.56%), Yineng Electric (+19.85%), Sanxie Motor (+15.22%), Junchuang Technology (+14.93%), and Zecheng Electronics (+14.14%).

The median P/E ratio for these 159 companies increased from 42.9X to 44.6X. Total market capitalization rose from 464.059 billion yuan to 497.251 billion yuan, with the median market cap increasing from 1.981 billion yuan to 2.115 billion yuan.

Median trailing-twelve-month (TTM) P/E ratios for specific tech sub-industries also increased: Intelligent Manufacturing to 47.4X, Electronics to 47.1X, Automotive to 29.9X, and Information Technology to 65.2X.

**Corporate Announcements: Key Contracts Signed** * Kungong Technology: Its wholly-owned subsidiary formally signed a lead-carbon battery procurement contract with China Post & Telecommunication Construction Technology Co., Ltd., with a total contract value of 34.11 million yuan (including VAT). * Wuxin Tunnel Equipment: Its subsidiary, Jiangsu Wuxin Heavy Industry Co., Ltd., plans to sign an investment development supervision agreement and contracts for sea area use rights for its "Intelligent Port Machinery and Offshore Equipment R&D and Production Project" in Tongzhou Bay, Jiangsu. * Jikang Technology: Received a patent certificate for a fiber Bragg grating piezometer. * Sanxiang Technology: Its self-developed liquid cooling hose product obtained UL certification. * Tianrun Technology: Received a patent certificate for a remote sensing open-vocabulary object detection method based on a multimodal large language model.

**Key Focus: UniStore Launch and BSE Embodied AI Industry** Unitree's UniStore platform aims to usher in a new era for robots, making developing, downloading, and using new applications as simple as using a smartphone app, thereby unlocking limitless potential for robots. The platform includes a user square and an action library where users can download various motions and presets.

Zhiyuan Robotics' milestone of producing its 10,000th robot signifies its accelerating production capacity and intelligent evolution, creating a positive cycle where demand drives technology and technology feeds application, leading the industry into an era of mass deployment.

Within the BSE, Kaite Shares' embodied intelligence subsidiary is advancing sensor technology and collaborating with Turing Robotics on automation, product testing, and core component R&D. Suzhou Bearing is expanding into high-value sectors like aerospace and industrial automation, with its bearings for robot joints already in batch supply.