---
title: "Understanding the Market | Robot concept stocks lead the gains, Yushu Technology's Sci-Tech Innovation Board IPO, in collaboration with NVIDIA, launches H2 Plus on the same day"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/288375289.md"
description: "Robot concept stocks are among the top gainers, with stocks like Cloudwalk and UBTECH ROBOTICS rising. Yushu Technology's IPO on the Sci-Tech Innovation Board has been approved, and it has partnered with NVIDIA to release the H2 Plus humanoid robot reference design. Guojin Securities pointed out that 2026 will be a key milestone for the mass production of humanoid robots, expecting a large-scale production and an industry \"arms race.\""
datetime: "2026-06-02T07:01:02.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/288375289.md)
  - [en](https://longbridge.com/en/news/288375289.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/288375289.md)
---

# Understanding the Market | Robot concept stocks lead the gains, Yushu Technology's Sci-Tech Innovation Board IPO, in collaboration with NVIDIA, launches H2 Plus on the same day

According to the Zhitong Finance APP, robot concept stocks are leading in gains. As of the time of publication, Cloudwalk (02670) rose by 9.22% to HKD 320; UBTECH ROBOTICS (09880) increased by 7.95% to HKD 115.4; Hesai-W (02525) climbed by 5.75% to HKD 161.9; and Lens Technology (06613) went up by 4.69% to HKD 28.58.

On the news front, on June 1, Yushu Technology's IPO application for the Sci-Tech Innovation Board passed the review by the Shanghai Stock Exchange listing committee. On the same day, NVIDIA CEO Jensen Huang announced that NVIDIA has partnered with Yushu Technology to launch the next-generation humanoid robot reference design H2 Plus, also known as the Isaac GR00T system, to accelerate innovation in the global humanoid robot industry.

Guojin Securities pointed out that 2026 is a crucial node for the realization of humanoid robots from 0 to 1. The Tesla chain is expected to release the first-generation mass production product in Q2 2026, with the supply chain's large-scale production line construction completed in H1 2026, and mass production starting in August 2026. The shipment scale of leading domestic manufacturers is expected to leap from thousands to tens of thousands of units, with application scenarios mainly coming from secondary development, guiding, and inspection. At this stage, leading companies' supply chains and technologies will tend to converge. Meanwhile, the world will enter a "arms race" in robotics

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