SEER Robotics Surges 31% to One-Month High as OpenAI Boosts Robotics R&D

Shares of SEER Robotics (6106.HK), marketed as the “first robot-brain stock,” jumped as much as 31.39% in afternoon trading to HK$69.9, reaching a one-month high before trimming gains. The rally was attributed to multiple positive catalysts and a reassessment of the company’s valuation. At the industry level, OpenAI is increasing investment in robotics R&D, extending from software into hardware, control systems, and manufacturing—a move seen as validating the convergence of AI and physical automation. SEER develops robot controllers and intelligent navigation systems, placing it in the embodied-AI supply chain. The company’s modular controllers and fleet software are used by industrial robot makers, making it a bellwether for China’s automation upgrade. The stock’s rebound highlights renewed investor appetite for robotics names tied to foundation-model advances, though the sector remains volatile. Investors are watching whether such gains can hold amid broader market swings.