Trump's New Policies Spark Surge in Robotics-Related Stocks!

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The Trump administration is 'targeting' the robotics sector! Robotic concept stocks are collectively surging; here is a list of Hong Kong and U.S. stocks to watch.

Robotics is becoming a new strategic priority for the Trump administration.

Overnight, media reports indicated that U.S. Commerce Secretary Todd Ricketts has recently held frequent meetings with CEOs in the robotics industry, showing “full support” (All in) for accelerating its development. It was also mentioned that the Trump administration is considering issuing an executive order on robotics next year. This news signifies that after artificial intelligence (AI), the robotics industry is emerging as the next major battleground for competition between the U.S. and other large global economies.

This news also triggered a strong rally across all robotics-related stocks. $Nauticus Robotics (KITT.US)$ Some doubled overnight, $iRobot(Delisted) (IRBTQ.US)$ with certain stocks surging nearly 74%, leading gains in the robotics sector. $Richtech Robotics (RR.US)$ ， $Serve Robotics (SERV.US)$ Others rose over 18%, while Tesla increased by more than 4%.

The above-mentioned report confirmed the U.S. Department of Commerce’s commitment to the robotics industry, stating, “We are committed to robotics and advanced manufacturing because they are crucial for bringing key production back to the United States.” This follows another high-tech industry commitment made five months after the Trump administration announced its AI acceleration plan.

Additionally, it is reported that the U.S. Department of Transportation is preparing to announce the establishment of a Robotics Task Force, which may be released before the end of the year. Interest in the robotics industry is also growing within the U.S. Congress. Republican lawmakers have proposed an amendment to revise the National Defense Authorization Act (NDAA) to establish a National Robotics Commission.

Tech giants are betting on 'Physical AI'.

This report describes the Trump administration's strong support for the robotics industry as a shift in focus from AI to robotics within the White House,but essentially, this is an extension of the same theme.Leading companies in the AI sector, such as NVIDIA, are making significant investments in 'Physical AI,' which is essentially a collective term for the core technologies behind robotics and autonomous driving.

Previously,Elon Musk, Jeff Bezos, and Other Tech Titans Deploy Similar Strategies! What Investment Insights Lie Behind These Five 'Must-Win Tracks'?As previously noted in an article,The five key sectors of media, AI, robotics, electric vehicles, and space exploration are the battlegrounds for tech tycoons.

Some analysts believe that the robotics industry is on the verge of an explosion,and 2026 will be remembered as the 'iPhone moment' for humanoid robotics.

Tesla CEO Elon Musk stated in a podcast released last Sunday that he believes AI-powered robots improving productivity and output is the only way to address the over $38 trillion U.S. debt. Musk estimates that within approximately three years or less, the growth of goods and services will outpace the growth of the money supply.At that time, AI and robotics technology will reshape the economic and monetary systems.Currently, "we are not there yet."

Notably, on December 3, the Tesla Optimus team released a short video of the Optimus robot running. This humanoid robot from Tesla swiftly ran from the left to the right side of the frame with a human-like gait. The team captioned: "Just set a new personal best in the lab."

Which concept stocks are worth paying attention to?

Previously,"Jensen Huang Defines New AI Wave! Physical AI May Herald a New Era—Could These Two Industries Be Poised for Takeoff?"A previous article reviewed the robot-related concept stocks in the Hong Kong and US stock markets, as detailed below:

1. US Stock Market

Among them,Logistics robotics sector: $Amazon (AMZN.US)$ , the leading warehouse robotics company $Symbotic (SYM.US)$ , which provides "last-mile" food delivery services for Uber Technologies' takeaway platform $Serve Robotics (SERV.US)$ , warehouse robots $ATS Corp (ATS.US)$ 、 $Guardforce AI (GFAI.US)$ ；

Robotics software field: $NVIDIA (NVDA.US)$ 、 $PTC Inc (PTC.US)$ 、 $Palladyne AI (PDYN.US)$ 、 $Mobilicom (MOB.US)$ 、 $Qualcomm (QCOM.US)$ ；

Industrial robotics sector: $Tesla (TSLA.US)$ 、 $Honeywell (HON.US)$ 、 $Teradyne (TER.US)$ 、 $Lincoln Electric (LECO.US)$ ；

Robotics automation sector: $Rockwell Automation (ROK.US)$ 、 $Zebra Technologies (ZBRA.US)$ 、 $Cognex (CGNX.US)$ 、 $UiPath (PATH.US)$ 、 $Pegasystems (PEGA.US)$ 、 $Myomo (MYO.US)$ ；

In the field of medical robotics: $Medtronic (MDT.US)$ 、 $Stryker Corp (SYK.US)$ , developer of intelligent robotic radiosurgery systems $Accuray (ARAY.US)$ 、

Intuitive Surgical, the global leader in surgical robots, surgical robot provider $PROCEPT BioRobotics (PRCT.US)$ 、

A global leader in electrophysiology innovation and robotic technology $Stereotaxis (STXS.US)$ , leading rehabilitation robot company $Lifeward (LFWD.US)$ 、

Laparoscopic surgical robot led by Bill Gates $Vicarious Surgical (RBOT.US)$ , pharmacy dispensing robot $Omnicell (OMCL.US)$ ；

Defense Robots: $AeroVironment (AVAV.US)$ 、 $Kratos Defense & Security Solutions (KTOS.US)$ 、 $Lockheed Martin (LMT.US)$ 、 $Northrop Grumman (NOC.US)$ 、 $Boeing (BA.US)$、 $General Dynamics (GD.US)$ 、 $Teledyne Technologies (TDY.US)$ 、 $RTX Corp (RTX.US)$ 、 $Textron (TXT.US)$ 、 $L3Harris Technologies (LHX.US)$ 、 $Elbit Systems (ESLT.US)$ 、 $Nauticus Robotics (KITT.US)$ ；

Consumer robots: robotic vacuum cleaner $iRobot(Delisted) (IRBTQ.US)$ ；

Service robots: developer of cleaning, delivery, and cooking service robots $Richtech Robotics (RR.US)$ 。

2. Hong Kong Stock Market

The Hong Kong stock market,Original equipment manufacturers (OEMs) are worth paying attention to. $UBTECH ROBOTICS (09880.HK)$ 、 $DOBOT (02432.HK)$ 、 $MEDBOT-B (02252.HK)$ 、 $HK ROBOTICS (00370.HK)$ 。

Ubtech Robotics is the first company in the Hong Kong stock market specializing in humanoid robots, possessing a full-stack technological advantage in humanoid robotics, and has recently secured a new order for humanoid robots worth 250 million yuan.

Dobot Robotics is the world's first company to launch an embodied robot platform integrating 'robotic arms, humanoid, and hexapod' technologies.

MicroPort Robot is currently the world's only surgical robotics company covering five 'golden tracks': endoscopic, orthopedic, peripheral vascular, natural orifice, and percutaneous puncture procedures.

In addition,As$XIAOMI-W (01810.HK)$、 $XPENG-W (09868.HK)$、 $CATL (03750.HK)$、 $CATL (03750.HK)$、 $SHOUCHENG (00697.HK)$、 $SANY INT'L (00631.HK)$All have made cross-industry bets on robotics.

$XIAOMI-W (01810.HK)$ In 2022, Xiaomi released its first full-size humanoid biomimetic robot, CyberOne (Iron Giant). This year, Xiaomi has been progressively implementing the use of CyberOne (Iron Giant) in its manufacturing lines.

$XPENG-W (09868.HK)$ As early as 2020, the company entered the humanoid robotics market and launched its first humanoid robot, 'Iron,' in 2023. It officially entered the intelligent robotics field, benchmarking against Tesla’s 'Tesla Bot'.

According to reports, $CATL (03750.HK)$ Starting from late 2024, the company began increasing its investment in the robotics sector. It has since established a team of dozens of people in Shanghai, focusing on independent research and development of robot bodies, control systems, and human-robot interaction algorithms. The preliminary plan includes manufacturing robotic arms, AGVs, and other industrial robots for application in battery factories.

$MIDEA GROUP (00300.HK)$ Recently, Midea Group established a humanoid robotics innovation center to intensify efforts in R&D within related fields. In March this year, Midea Group unveiled its prototype humanoid robot for the first time. This robot is capable of performing multiple actions such as handshaking, offering water, making heart gestures, dancing, opening bottle caps, and tightening screws.

$SHOUCHENG (00697.HK)$ At the beginning of the year, it was announced that Beijing Shoucheng Robotics Technology Industry Co., Ltd. was officially established in Beijing, with the aim of creating a complete robotics industry ecosystem.In addition, through the Beijing Robotics Industry Development Investment Fund managed by its subsidiary, Shoucheng Holdings completed its initial investment in Unitree in 2024 and made a follow-up investment in July this year, further solidifying its position as a strategic shareholder.

$SANY INT'L (00631.HK)$ Sany Robotics Technology Co., Ltd., a subsidiary under Sany Group, emerged in response to the group’s comprehensive promotion of digital transformation in smart manufacturing. The company focuses on intelligent industrial robots, industrial automation, integrated application equipment for robotics, unmanned driving technologies, and the development and manufacturing of related software and hardware applications. It also manufactures industrial robots and special-purpose robots.

Suppliers of core components across the entire industrial chain need to focus on $SANHUA (02050.HK)$、 $HORIZONROBOT-W (09660.HK)$、 $HUA HONG SEMI (01347.HK)$、 $SMIC (00981.HK)$、 $SH ELECTRIC (02727.HK)$、 $JOHNSON ELEC H (00179.HK)$、 $TSUGAMI CHINA (01651.HK)$、 $JLMAG (06680.HK)$、 $COWELL (01415.HK)$、 $SUNNY OPTICAL (02382.HK)$、 $AAC TECH (02018.HK)$。

Perception technology and software include $ROBOSENSE (02498.HK)$、 $PHANCY (06682.HK)$。

Summary

This series of actions indicates that robotics is becoming a key frontier in the next phase of competition between the United States and other major economies. It is the latest example of the Trump administration embracing industrial policy and attempting to compete in critical areas such as artificial intelligence (AI).

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