Robotics concept stocks saw a collective surge in Hong Kong trading. At the time of writing, HK ROBOTICS (00370) rose 10.29% to HKD 0.75, XPeng (09868) gained 4.14% to HKD 74.15, Sanhua Intelligent Controls (02050) climbed 4.15% to HKD 21.6, and UBTECH ROBOTICS (09880) advanced 3.84% to HKD 110.9.

The rally follows news that UBTECH ROBOTICS and home services platform Daojia Limited have officially signed a strategic cooperation agreement in Shenzhen. The two companies will jointly promote the deep integration of humanoid robots in household scenarios and accelerate practical applications.

As part of the collaboration, they will jointly develop the industry's first "Human-Robot Collaboration Home Service Operation Guidelines," defining the responsibilities and workflows between robots and human service providers. UBTECH and Daojia will explore an innovative "robot + human" service model, where robots assist humans in completing tasks while providing emotional connection and value.

Morgan Stanley predicts that the humanoid robot market could reach USD 5 trillion by 2050. According to Kim Young-chan, Head of Asia Technology Research at the firm, physical intelligence is emerging as a key driver of AI development. The report estimates that global humanoid robot deployments could hit 1 billion units by then—roughly one robot for every 10 people. Adoption is expected to progress slowly before 2035 but accelerate significantly in the late 2030s.