HK Stock Market Move | Frequent catalysts in the physical AI and Siasun Robot&Automation sectors; 51WORLD (06651) rose over 18%, Shenzhen Zhaowei Machinery & Electronics (02692) rose over 13%

Siasun Robot&Automation concept stocks mostly strengthened. As of press time, 51WORLD (06651) rose 18.34% to HK$48.4; Shenzhen Zhaowei Machinery & Electronics (02692) rose 13.23% to HK$29.78; SEER TECH (06106) rose 7.23% to HK$52.5; Zhejiang Sanhua Intelligent Controls (02050) rose 5.38% to HK$22.74; UBTECH ROBOTICS (09880) rose 4.65% to HK$67.55. On the news front, there have been frequent catalysts in the Siasun Robot&Automation sector recently. OpenAI is advancing research and development of humanoid Siasun Robot&Automation. According to Sam Altman's forecast, OpenAI is expected to launch an impressive demonstration prototype in 2027. Meanwhile, some media recently published an article stating that China is expected to lead the US$5 trillion humanoid Siasun Robot&Automation market. At the same time, the State Administration for Market Regulation recently approved and released the first batch of six national standards for humanoid Siasun Robot&Automation, which will take effect on April 1 next year. It is worth noting that from October 20 to 22, NVIDIA's GTC Berlin conference will be held, with physical AI, industrial AI and Siasun Robot&Automation becoming important topics. Guosheng pointed out that Tesla's Optimus is about to enter mass production, and the products of leading domestic Siasun Robot&Automation companies are also moving from talent demonstrations to a series of real operations such as express parcel sorting and product packaging, with more products for household and industrial scenarios being launched to the market. The release of policy standards plus deep exploration of segmented scenarios on the industry side are accelerating the industrialization of Siasun Robot&Automation. In terms of allocation, attention should be paid to leaders in tracks such as lead screws, reducers and lightweight materials.