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<Research>CMS: Increasing No. of Robot Firms Listed in HK, w/ Favorable Industry Catalysts
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CMS published a report indicating that the global AI/ robotics industry is experiencing a wave of favorable developments, with a positive outlook on leading companies. The number of robot companies listed on the Hong Kong bourse is progressively increasing, establishing a favorable industry catalysts.

For humanoid robots, the broker was optimistic about leading companies such as UBTECH ROBOTICS (09880.HK), SWANCOR ADVANCED MATERIALS (688585.SH), and Tesla (TSLA.US), with stock price catalysts focusing on large order placements and major technological breakthroughs.

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In other robotics fields, the broker was upbeat about the collaborative robots of DOBOT (02432.HK) and the warehouse robots of GEEKPLUS-W (02590.HK). For robot component suppliers, CMS favored MINTH GROUP (00425.HK) and JOHNSON ELEC H (00179.HK).

In the broader robotics field, suppliers extending from automotive to robotics include HORIZONROBOT-W (09660.HK), Hesai (HSAI.US), and ROBOSENSE (02498.HK).
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