On August 4th, the robotics industry ETF (159551) rose by 2.44%, with the sector's popularity continuing to rise. The humanoid robotics industry is entering an accelerated phase, transitioning from a "technology breakthrough" to "scenario realization". With a series of industry events catalyzing intensively, the robotics sector in the Hong Kong stock market has entered a new round of structural market trends. Among these, one of the most noteworthy targets is Shoucheng Holdings (0697.HK), an asset platform company that has completed a full-chain layout.

1. With continuous industry catalysis, humanoid robots are moving from the exhibition stand to the venue

At the World Artificial Intelligence Conference (WAIC) 2025 held in late July, for the first time, over 150 humanoid robots demonstrated dynamic tasks on the same stage, covering multiple scenarios such as industry, service, and healthcare, becoming the most imaginative direction for AI application after AIGC. Different from the previous "static display", this exhibition presented "task-level application" for the first time, with robots achieving human-like manipulation in scenarios such as cleaning, reception, and transportation, marking the accelerated maturity of the collaborative model of "hardware + algorithm + computing power".

Meanwhile, a barrage of news, including Yushu Technology initiating IPO counseling, Zhiyuan Robotics preparing for a new product launch event featuring hundreds of units, and the World Robot Conference about to kick off, is continuously strengthening the sentiment in the sector and pushing high-quality targets in the industry chain into the spotlight.

In the Hong Kong stock market, representative companies with industry penetration, practical experience in core manufacturers, and the ability to implement "investment + operation" are still scarce. Shoucheng Holdings fills this gap perfectly.