Hong Kong Stock Concept Tracking | Major Catalyst! NVIDIA's Robot "New Brain" Set to be Revealed, Potential Beneficiaries Overview (Including Concept Stocks)

According to Zhitong Finance APP, on August 24, chip giant NVIDIA's robot account posted a teaser tweet on social media, "Have you arranged your time? August 25, 2025." The accompanying image features a black gift box with a card that reads "Enjoy it!" signed by Jensen Huang. The contents of the gift box were hinted at in a preview video released two days earlier. In the video, Jensen Huang wrote on the card, "To the robot: Enjoy your new brain!" and then the camera shifted to a humanoid robot picking up the card to "read."

It is noteworthy that at the industry-leading conference SIGGRAPH on August 12, NVIDIA released the open-source physical AI application and robotic vision reasoning model, Cosmos Reason. NVIDIA stated that this model allows robots to "reason like humans" based on existing knowledge and concepts, and to take responsive actions in the real world after understanding.

Additionally, Rev Lebaredian, Vice President of Omniverse and Simulation Technology, emphasized at the 2025 World Robot Conference that physical AI is expected to open up a market worth trillions of dollars.

Since the beginning of this year, NVIDIA's founder Jensen Huang has publicly stated multiple times that "the next wave is physical AI." In his view, AI has undergone three major technological paradigm shifts. The first was Perception AI, followed by Generative AI, and currently, we are in the Agentic AI phase, with the era of Physical AI, or the era of robots, about to arrive.

According to NVIDIA's explanation, physical AI refers to models that use motor skills to understand and interact with the real world. These models are typically applied in autonomous machines such as robots or self-driving cars. With the help of physical AI, autonomous machines can perceive and understand the real world, enabling them to perform complex operational tasks.

In fact, NVIDIA's layout in the robotics field began as early as ten years ago. In 2014, NVIDIA launched its first robotic brain module, Jetson TK1, marking a key first step in its journey toward robotic intelligence. Over the past decade, through continuous hardware iterations, software upgrades, and ecosystem building, NVIDIA has quietly constructed a complete matrix of robotic technology.

NVIDIA has also established partnerships with several Chinese humanoid robot companies.

In January of this year, NVIDIA held a "Thank You Spring Gathering" dinner in Beijing, where a reporter from Shanghai Securities News learned from attendees that YuTree Technology CEO Wang Xingxing and Galaxy General founder and CTO Wang He attended the dinner and sat at the same table as Jensen Huang. YuTree Technology and Galaxy General are among the "first-tier" players in the domestic embodied intelligence field.

At the World Robot Conference in August this year, Wang Xingxing and Wang He also engaged in a dialogue with Rev Lebaredian from NVIDIA's Omniverse and Simulation Technology Brokerage analysis believes that with the emergence of new forces such as DeepSeek Artificial Intelligence Company, general-purpose large models for robots have received strong support, aiding the realization of embodied intelligence in humanoid robots. The humanoid robot industry chain has now entered an active development stage characterized by "a hundred flowers blooming and a hundred schools of thought contending." Currently, the entry of humanoid robots into industrial scenarios has become a relatively certain application trend both domestically and internationally, and their commercialization is imminent. Relevant institutions suggest paying attention to domestic component manufacturers that will benefit, and further focus on the catalytic effects of events related to the humanoid robot industry chain, such as the release of results by domestic and foreign humanoid robot manufacturers.

Changjiang Securities points out that the humanoid robot industry may be moving towards a new stage of large-scale implementation, highlighting investment opportunities in the robotics industry. At this point, China's robotics industry is entering a rapid development phase. The 2025 World Humanoid Robot Games showcased China's cutting-edge achievements in intelligent decision-making and motion collaboration, with continuous improvements in performance and technology, which are expected to accelerate the commercialization process.

Related Concept Stocks:

UBTECH (09880): On July 28, UBTECH announced that the placement of shares has been completed, with a total of 30.15545 million shares placed, raising a total of HKD 2.41 billion, of which over HKD 1 billion will be used to pay suppliers and service providers. It is reported that the total amount raised in this placement exceeds the sum of the previous four placements, making it the largest stock placement financing for a humanoid robot listed company in capital market history, attracting enthusiastic interest from national sovereign funds, important industrial capital, long-term funds, and multi-strategy funds. In addition, UBTECH previously announced that it won a procurement project for robot equipment from MiYi (Shanghai) Automotive Technology Co., Ltd. worth over RMB 90.51 million, which is currently the largest procurement order for humanoid robots globally.

Horizon Robotics-W (09660): In mid-July, Daiwa Securities released a research report predicting an average annual compound growth rate of 57.5% in sales from 2025 to 2027, and expects the company to achieve breakeven by 2028. Daiwa has initiated coverage on this stock with a "Buy" rating, based on a 10.1 times enterprise value to sales ratio for 2027, with a target price of HKD 7.45.

Hongzi Robotics (00370): On August 20, Hongzi Robotics, in collaboration with Guangdong Tiantai Robotics, Shandong Future Robotics, and Shandong Future Data Technology, jointly signed the world's first order agreement for 10,000 embodied intelligent humanoid robots. This order sets a record for the humanoid robot industry in terms of scale, while enabling embodied intelligent humanoid robots to truly land and achieve large-scale commercialization, opening up market examples for the industry. According to the agreement, it is expected that at least 10,000 embodied humanoid robots aimed at home health care will be delivered by the end of 2026, with Hongzi Robotics primarily responsible for the research and development, production, delivery, and end-to-end integration of the embodied intelligent cloud brain platform with the humanoid robots. The parties involved in the order will advance the project in phases, completing the prototype development of the first-generation product by 2025 and achieving mass production of 50,000 units in 2026, with additional investment to expand capacity Suteng Juchuang (02498): Suteng Juchuang showcased its new robot vision product line, the Active Camera platform, at the 2025 World Robot Conference. Public data shows that Suteng Juchuang is the world's leading company in terms of market share for LiDAR, and it has provided core components and solutions to over 310 automotive manufacturers and Tier 1 suppliers globally.

Jinan Machine Tool China (01651): Jinan Machine Tool China continues to enrich its production line, optimizing the design of existing models while actively laying out emerging downstream fields such as humanoid robots, medical applications, and AIDC liquid cooling. The company's products can be used for planetary ball screw and robotic dexterous hand processing, primarily corresponding to equipment such as automatic lathes, turret lathes, thread rolling machines, and thread grinding machines. Northeast Securities previously pointed out that the upgrade of downstream industries combined with equipment renewal policies is driving the acceleration of high-end machine tool localization. In addition, the mass production of humanoid robots is driving demand for core components, and the incremental space for machine tool equipment is expected to reach tens of billions