Roundhill Humanoid Robotics ETF

Tesla FSD Approved in Lithuania, Second European Country Allowing Use on Public Roads

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Demax and UBTECH Jointly Establish Shanghai Deyou Zhilian Robot Technology Co., Ltd.

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On May 20, UBTECH Founder Zhou Jian Announces Launch of Consumer Humanoid Robot Brand UWORLD

Tesla Launches Emergency Hiring in China to Boost FSD, Awaiting 2026 Q3 Approval

Tesla has started taking orders for its Semi electric truck.

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Duan Yongping's investment firm H&H initiated a new position in Tesla in Q1

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UBS analyst Phyllis Wang emphasizes that the repeat purchase rate is a key indicator for the humanoid robot industry, surpassing shipment volumes. Last year, global shipments reached 18,000 units, with a sales value of USD440 million. Wang forecasts shipments to hit 30,000 units this year, with significant growth expected by 2030. A recent State Grid plan signals a shift towards deploying humanoid robots in hazardous environments. Investors are advised to focus on upstream component suppliers as the industry evolves.

Yicai

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Global X Robotics & Artificial

Themes Humanoid Robotics ETF

ROBO Global Robotics

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SMHC

CSG Technology

CSG Energy

Repeat Purchase Rate Is Top Indicator to Evaluate Humanoid Robot Industry, UBS Analyst Says

British tech company Humanoid is planning a U.S. IPO by 2029 or 2030, according to CEO Artem Sokolov. The company has 34,000 pre-orders for robots, equating to approximately $2.4 billion in future annual recurring revenue. Founded in 2024, Humanoid has no external investors, with Sokolov investing around $100 million in the business. No specific valuation target or flotation conditions were disclosed.

Thomson Reuters

British tech company Humanoid targets US IPO by 2030

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UBTECH ROBOTICS has signed a strategic cooperation agreement with Hitachi to explore humanoid robot applications in intelligent manufacturing. The partnership focuses on enhancing flexible production and quality in China's manufacturing sector. They will collaborate on various sectors, including healthcare and semiconductor manufacturing, leveraging UBTECH's robotics technology and Hitachi's manufacturing expertise. The cooperation has entered the validation stage, with the introduction of UBTECH's Walker S2 robot in manufacturing scenarios. The goal is to accelerate the deployment of humanoid robots and support the intelligent transformation of China's manufacturing industry.

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UBTECH ROBOTICS  Enters Strategic Cooperation with Hitachi to Explore Humanoid Robot Application Scenarios

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Hypershell, a Chinese startup, is developing lightweight exoskeletons aimed at enhancing human capability for outdoor and everyday use. By combining motors and sensors, their products assist with walking and climbing, focusing on aesthetics and ease of use to encourage consumer adoption. Targeting outdoor enthusiasts initially, Hypershell plans to expand into North America and Europe. The company faces challenges in reducing costs and validating scalable applications, with current prices ranging from $899 to $1,999. As technology advances, the transition to mainstream consumer use is expected to be gradual, emphasizing iterative development and user feedback.

TechNode

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ChronoScale

Betting on human augmentation, will lightweight exoskeletons go mainstream?

TSLG

TSLR

JPMorgan's research report highlights a pivotal moment in the humanoid robotics industry, shifting from proof of concept to scaled deployment. The bank identifies key players like Leader Harmonious Drive Systems, Sanhua Intelligent Controls, Minth Group, Hengli Hydraulic, UBTECH, and Hyundai Motor as poised for growth. It notes Tesla's efforts to compete with Chinese firms and Boston Dynamics, emphasizing Hyundai's investments in robotics and AI. The report stresses that commercialization hinges on deployment readiness, with expectations for accelerated pilot projects by 2026.

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JPMorgan Chase & Co.

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JPM: Global Humanoid Robot Race Accelerates, UBTECH  and Others Poised to Capture Growth

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IBOT

Hesai Group (NasdaqGS:HSAI) has unveiled new products, including the Kosmo AI platform and Picasso 6D lidar chip, while its share price is currently at US$22.34, reflecting a 6.38% increase in one day and a 12.54% increase over 30 days. The company shows strong long-term shareholder returns of 46.01% over one year. Analysts suggest a fair value of $27.07, indicating the stock may be undervalued. However, concerns about market sentiment and policy tensions in advanced tech remain. Investors are advised to weigh potential risks and rewards carefully.

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Assessing Hesai Group (HSAI) Valuation After New Lidar And Spatial Intelligence AI Platform Unveiling

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GRID

China's State Grid Corporation plans to invest 6.8 billion yuan (US$1 billion) in AI-powered robots for its power grid by 2026, aiming to purchase around 8,500 robots this year. The investment will focus on 5,000 robot dogs for inspections and humanoid robots for maintenance of ultra-high-voltage lines. Total sector investment is expected to exceed 10 billion yuan, with major domestic firms like Unitree and UBTech as suppliers. The push for embodied intelligence is anticipated to lead to mass production of humanoid robots by 2026, with China dominating the global market.

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Zheshang Securities

Why China is spending billions on a robot army to run its power grid

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Hesai Group has filed its 2025 Annual and ESG Reports with the U.S. SEC, complying with reporting requirements as a foreign private issuer. The filing, signed by CEO Yifan Li, updates U.S. investors on financial performance and ESG disclosures. The latest analyst rating for HSAI stock is a Buy with a $29.30 price target, although Spark's AI Analyst rates it as Neutral due to weak technicals and mixed fundamentals. Hesai Group is based in Shanghai and listed in Hong Kong, with a market cap of $3.4B.

Tip Ranks

Hesai Group Files 2025 Annual and ESG Reports with U.S. SEC

RoboSense has launched its Eocene architecture and two flagship chips, the Phoenix and Peacock, to strengthen its position in the LiDAR market amid rising competition. The Phoenix chip, an automotive-grade monolithic SPAD-SoC, offers 2,160-beam image-grade output and has secured design wins from major automakers. The Peacock chip provides VGA-level images and is set for mass production soon. This launch follows advancements by competitor Hesai Technology, indicating a shift towards digital imaging in the LiDAR industry. RoboSense also reported its first quarterly profit, driven by increased robotics LiDAR sales.

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RoboSense releases image-grade SPAD-SoC platform as LiDAR competition heats up

AIIO

AGIBOT has declared 2026 as "Deployment Year One" at the AGIBOT Partner Conference (APC) 2026, marking the start of large-scale commercial deployment of physical AI systems. The company aims to transition from proving robotic capabilities to delivering consistent value at scale. AGIBOT introduced a full-series portfolio of robots and a new XYZ framework for embodied intelligence, outlining stages of development and deployment. The company also launched seven standardized productivity solutions to enhance real-world adoption across various industries, emphasizing modularity and measurable ROI.

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14:03 ETAGIBOT Declares 2026 "Deployment Year One"  at APC 2026, Accelerating the Era of Embodied AI Productivity

Roundhill Humanoid Robotics ETF(HUMN.US)