🤖 The era of robots is coming? The Trump administration plans to issue the "National Robotics Executive Order", and the investment trend has changed!

The robotics sector is booming today, with both Hong Kong and U.S. stocks surging! According to Politico, the Trump administration is planning to issue an executive order targeting robotics technology in 2026. This marks a shift in federal policy focus toward the robotics and automation sector following AI.

🚨 This is not just ordinary industry support but is seen as part of the "industrial policy competition" between the U.S. and China in key technology sectors.

The goal is to counter China's lead in industrial robotics (China has four times as many factory robots as the U.S.).
Key policy points: Establish a National Robotics Strategy and development roadmap, increase federal investment (robotics funding is already doubling), and streamline regulations to accelerate innovation and deployment.
Who's pushing it? Commerce Secretary Howard Lutnick is leading the charge, emphasizing this as an industrial race that must be won.

Once implemented, this executive order will bring significant policy dividends and certainty in capital flows to the sector. See the breakdown below ⬇️

In summary, there are four key takeaways:

Manufacturing automation boom: The policy will directly drive large-scale automation upgrades and reshoring of production lines in U.S. manufacturing.
Federal funding influx: The roadmap will attract more federal grants and venture capital (VC) into robotics R&D and commercialization.
Accelerated penetration in verticals: The formation of cross-departmental task forces, such as the Department of Transportation, means robotics deployment in specific applications like logistics, transportation, healthcare, and construction will see faster approvals.
Supply chain localization: Demand for domestic supply of core robotics components (e.g., sensors, servo motors, controllers) will surge.

🎯 Which stocks are involved?

U.S. Stocks: Direct beneficiaries of domestic industrial upgrades

U.S. stocks will benefit more directly from manufacturing reshoring, logistics automation, and the launch of the Department of Transportation task force.

$Tesla(TSLA.US) $Irobot(IRBT.US) $Serve Robotics(SERV.US) $UiPath(PATH.US) $NVIDIA(NVDA.US) $ROBO Global Robotics(ROBO.US) $TuSimple.US

Hong Kong Stocks: Indirect beneficiaries and "core component" suppliers

In the Hong Kong market, many companies play the role of core component suppliers in the global robotics supply chain or have layouts in cutting-edge fields like humanoid robots, indirectly benefiting from the global robotics boom.

$HORIZONROBOT-W(09660.HK) $UBTECH ROBOTICS(09880.HK) $SANHUA(02050.HK) $HUA HONG SEMI(01347.HK) $DOBOT(02432.HK) $MircroPort Medbot-B(02252.HK) $XPENG-W(09868.HK) $XPeng(XPEV.US) $ROBOSENSE(02498.HK) $YUNJI(02670.HK)

Finally, Hotspot Jun reminds everyone of the risks: the executive order is still under consideration, and the final plan and intensity may change. If Trump's policy emphasizes "localization," it will pose challenges for companies reliant on overseas supply chains.

Moreover, this policy is rooted in U.S.-China competition, so further attention is needed on the specific announcement timing (expected in 2026) and new developments.

Bonus at the end:

Are you bullish or bearish on robotics stocks? Which stock are you most bullish OR bearish on? Leave your thoughts in the comments, and we'll reward 3️⃣ high-quality insights with 188 task coins.