$UBTECH ROBOTICS(09880.HK) rose by 7-8 points, and $SEER TECH(06106.HK) fell by 4-5 points. One Hong Kong-listed humanoid robot stock rose, while one industrial robot stock fell—the divergence is quite extreme. The rise in $UBTECH ROBOTICS(09880.HK) today was mainly driven by the spread of videos showing the Walker S2 on a car factory mass production line on social media, reigniting discussions about industrial humanoid robot order expectations. $SEER TECH(06106.HK), on the other hand, disclosed a marginal decline in gross margin in its June 27th announcement, coupled with consolidation among recent Growth Enterprise Market (GEM) IPOs.

Both are in the small-cap Hong Kong-listed robot sector, but moving in opposite directions with one positive and one negative story. For those holding humanoid robot stocks, the focus should be on the subsequent specific shipment announcements for the Walker S2. $SEER TECH(06106.HK) needs to wait for the ramp-up of its new composite robot production line starting next year.