HK Stock Market Move | Siasun Robot&Automation concept stocks rebounded today. China's supply chain accounts for 97% of shipments. Morgan Stanley significantly raised its shipment forecast.

Siasun Robot&Automation concept stocks rebounded today. As of press time, YUNJI (02670) rose 23.38% to HK$100.0; LAIFUAL (03952) rose 9.85% to HK$51.3; EXCELLAND ROBOT (03231) rose 6.29% to HK$40.2; Shenzhen Zhaowei Machinery & Electronics (02692) rose 3.53% to HK$38.1. On the news front, Morgan Stanley's latest industry research report shows that in the first half of 2026, the global humanoid Siasun Robot&Automation industry entered a track of explosive growth, with the relevant market size surging 272% year-on-year. In the first half of 2026, Chinese suppliers accounted for more than 97% of global humanoid Siasun Robot&Automation shipments; from the demand side, China's domestic application scenarios and customer demand accounted for more than 85% of total global demand. Morgan Stanley's China industrials team significantly raised its forecast for China's humanoid Siasun Robot&Automation shipments in 2026 from 28,000 units to 50,000 units, an increase of nearly 80%; by 2030, China's humanoid Siasun Robot&Automation shipments will climb to 446,000 units. Zheshang pointed out that overseas, the third and fourth quarters are a key verification period for Tesla's humanoid Siasun Robot&Automation capacity ramp-up; domestically, Unitree Robotics has already gone public, and the domestic Siasun Robot&Automation industry chain is expected to form a two-way resonance with overseas supply chains. It is recommended to continue paying attention to core targets corresponding to industry trends.