On the evening of November 9, the 15th National Games officially commenced at the Guangdong Olympic Sports Center, marked by three autonomous humanoid robots, Walker S2, striking a replica of the "Emperor Wen's Nine-Year" bronze ritual instrument unearthed from the Nanyue King's Tomb in Guangzhou. This event is not only a highly anticipated and significant sports competition but also a showcase brimming with cutting-edge technology. From robots performing ancient music to autonomous vehicle fleets, the "AI Corps" has become the most eye-catching service star both on and off the field.
In the secondary market, the "Robot Corps" at the National Games has undoubtedly injected new imagination into the valuation reconstruction of the robotics sector. Since the Hong Kong robotics sector experienced a deep correction period from 2022 to 2023, a clear recovery trend has emerged in 2024. With the explosion of AI large model technology, the market has begun to reassess the potential of "embodied intelligence" as the ultimate application carrier for AI, fueling a new upward momentum. As of 2025, the Hong Kong AI sector has surged nearly 45% year-to-date.
The high-profile appearance of UBTECH ROBOTICS (09880) and other robots at the National Games serves as a timely and powerful catalyst for the Hong Kong robotics sector, particularly for related concept stocks.
**Over 130 Cutting-Edge Technologies: Is the 15th National Games a Robot Expo?** This edition of the National Games is not just about athletic competition but also a display of technological prowess. Focusing on AI and next-generation IT, the event featured over 130 high-tech products to enhance operations, training, and spectator experiences.
During the opening ceremony, a 174-meter AI digital scroll, created by Shenzhen Shenyuan AI using the world's first L4-level intelligent agent system "MasterAgent," unfolded majestically. Later, three UBTECH Walker S2 robots played the opening piece "Colorful Clouds Chasing the Moon" on replicas of the bronze ritual instruments, setting two groundbreaking records: the first use of humanoid robots as opening guests in a national multi-sport event and the first performance of ancient bronze ritual music by humanoid robots globally.
In smart event operations, digital twin cloud platforms enabled venue simulation, crowd analysis, and equipment monitoring, while AI risk detection algorithms ensured safety. High-precision weather forecasting provided meteorological support, creating a "city brain" for event management.
For smart services, digital volunteers offered 24/7 assistance, and autonomous logistics and shuttle vehicles handled deliveries and transportation, forming a "never-tiring service ecosystem." Additionally, AI and metaverse technologies delivered immersive experiences, such as the "Cloud National Games Village," AR navigation, and digital wallets, blending tradition with innovation.
**Robots Charge Ahead: Does Technology Rule the Future?** Historically, major sporting events have driven technological leaps. For instance, the 2010 Guangzhou Asian Games accelerated 4G adoption, while the 2008 Beijing Olympics ushered in the HD broadcasting era. This National Games may propel the robotics industry to new heights.
With Tesla's Optimus planning mass production and testing, alongside heavy investments from NVIDIA, OpenAI, and UBTECH ROBOTICS, 2025 is seen as the "Year of Mass Production" for humanoid robots. Guosen Securities notes that with tech advancements and policy support, humanoid robots will rapidly develop, offering investment opportunities.
The National Games also served as a prime testing ground. Shenyuan AI's 174-meter digital scroll, generated 99% autonomously by MasterAgent, showcased distributed intelligent collaboration—a leap from single-task execution to multi-agent synergy.
UBTECH's Walker S2, featuring hot-swappable batteries and industrial-grade AI, demonstrated breakthroughs in group intelligence, multimodal models, and environmental adaptation during its performance. Its appearance at the Games was a strategic "saturation attack," combining technical validation, public education, and commercial demonstration.
As robotics technology advances, investment opportunities abound. Open Source Securities highlights "whole machines" (focusing on leading firms like UBTECH ROBOTICS) and "ecosystem chains" (covering manufacturing and application scenarios). Guotai Haitong Securities adds that hardware firms lead in early-stage production, while software-centric companies may excel in later commercialization.
In summary, the National Games has not only showcased robotics' potential but also accelerated their integration into everyday life, heralding a new era of "productive forces."