Shares of Luoke Robotics (03752.HK) are in focus as the company released its first interim performance update since listing on the Hong Kong Stock Exchange. The company expects revenue for the first half of 2026 to be no less than 400 million yuan, representing a jump of at least 127.4% from the 176 million yuan reported in the same period of 2025.

The net loss is projected to be no more than 86 million yuan, narrowing by at least 4.8% compared to the 90.3 million yuan loss recorded in the prior corresponding period. Adjusted net profit turned positive, a significant swing from the adjusted net loss of approximately 35.2 million yuan in the first half of 2025. The strong performance is primarily driven by the rapid growth in sales of embodied intelligent robots, which are expected to account for more than 30% of total revenue during the reporting period.

From 2023 to 2025, Luoke Robotics saw revenue from embodied intelligent robots surge from 2.76 million yuan to 47.01 million yuan, with its share of total revenue climbing from 1% to 9%. In the first half of 2026, this proportion is expected to exceed 30%. As one of the few domestic companies capable of mass-producing industrial robots, co-bots, and embodied intelligent robots simultaneously, Luoke Robotics has built a full-stack proprietary ecosystem—the ROKAE robot technology platform—through independent research, covering everything from underlying control to AI training and an open ecosystem.

In terms of market position, based on 2025 sales figures, Luoke Robotics holds a 5.8% market share in China's light-load industrial robot market and a commanding 47% share in the flexible cobot segment, ranking first in both categories. Among China's top ten embodied intelligent robot companies, nearly half are using or have switched to Luoke Robotics' humanoid robotic arms for product iteration. The company's revenue grew from 267 million yuan in 2023 to 522 million yuan in 2025, a compound annual growth rate of about 40% over three years, though cumulative net losses over that period exceeded 500 million yuan. The recent turnaround to positive adjusted net profit signals that the company is crossing the critical threshold from commercial expansion to tangible profitability.

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