Important Information

Investors should not base investment decisions on this material alone. Please refer to the Prospectus for details including the product features and the risk factors. Investment involves risks. Past performance is not indicative of future performance. There is no guarantee of the repayment of the principal. Investors should note:

The investment objective of Global X China Robotics and AI ETF’s (the “Fund”) is to provide investment results that, before fees and expenses, closely correspond to the performance of the FactSet China Robotics and Artificial Intelligence Index.
The Fund is exposed to concentration risk by tracking a single region or country.
The Index constituents may be concentrated in a specific industry or sector, which may potentially more volatile than a fund with a diversified portfolio.
Robotics and artificial intelligence sector is sensitive to risks including small or limited markets for such securities, changes in business cycles, world economic growth, technological progress, rapid obsolescence, and government regulation.
Investment in Emerging Market, such as A-share market, may involve increased risks and special considerations not typically associated with investments in more developed markets, such as liquidity risk, currency risks, political risk, legal and taxation risks, and the likelihood of a high degree of volatility.
The Stock Connect is subject to quota limitations. Where a suspension in the trading through the Stock Connect is effected, the Sub-Fund’s ability to invest in A-Shares or access Mainland China markets through the programme will be adversely affected.
Listed companies on the ChiNext market and/or STAR Board are usually subject to higher fluctuation in stock prices and liquidity risks, over-valuation risk, differences in regulation, delisting risk, and concentration risk.
There are risks and uncertainties associated with the current Mainland China tax laws, regulations and practice in respect of capital gains realized via Stock Connect on the Fund’s investments in Mainland China. Any increased tax liabilities on the Fund may adversely affect the Fund’s value.
The trading price of the Fund’s unit on the SEHK is driven by secondary market trading factors, which may lead to a substantial premium or discount to the Fund’s net asset value.
The Fund’s synthetic replication strategy may invest up to 50% of its net asset value in financial derivative instruments (“FDIs”), which may expose the Fund to counterparty/credit risk, liquidity risk, valuation risk, volatility risk and over-the-counter transaction risk. The Fund may suffer losses from its usage of FDIs.
The Manager may at its discretion pay dividends out of the capital of the Fund. Distributions paid out of capital, represent a return of an investor’s original investment or its gains and may potentially reduce the Fund’s Net Asset Value per Share as well as the capital available for future investment.
The Fund may suffer from a losses or delays when recovering the securities lent out. This may potentially affect its ability to meet payment and redemption obligations. Collateral shortfalls due to inaccurate pricing or change of value of securities lent, may cause significant losses to the Fund.

How Unitree Powers Global X China Robotics and AI ETF

By: Global X HK ETF Research

Unitree Robotics (688836 CH) went public on Shanghai’s Exchange on August 19, 2026. Based on the “fast entry” rule in its index methodology, the Global X China Robotics and AI ETF (2807 HK) successfully added Unitree to its portfolio on August 27, 2026, making it one of the first ETF on the Hong Kong Exchange to include the company.

Global X China Robotics and AI ETF (2807 HK)

https://www.globalxetfs.com.hk/funds/global-x-china-robotics-ai-etf/

China’s humanoid robotics industry has recently seen rapid growth, capturing significant market attention. However, investors have faced a major bottleneck: most of the leading humanoid Robot companies have remained privately held.

Of course, many Chinese robotics firms have been listed on the stock market, but they primarily specialize in traditional “industrial robots.” Humanoid robots require a fundamentally different set of core competencies:

Industrial Robot: The priority is executing repetitive, ultra-precise tasks within highly controlled manufacturing environments.
Humanoid Robot: The priority is perceiving, analysing, and acting in unpredictable environments using Embodied AI (physical AI) capabilities.

Although the humanoid robotics demands these advanced AI capabilities, listed robot companies largely lacked such capabilities.

This landscape, however, is about to change. Triggered by the IPO of Unitree Robotics in August, a wave of public listings from AI-driven humanoid robotics companies is expected to follow in the coming quarters.

The Global X China Robotics & AI ETF (2807 HK) serves as an ideal investment vehicle for gaining exposure to these emerging humanoid leaders, thanks to the index methodology that features a “fast entry” rule to add IPO stocks at an early stage.

Closing the Embodied AI Gap

Traditional holdings such as Inovance (300124 CH) and Supcon (688777 CH) provide reliable exposure to traditional process automation, industrial control systems, and electric motors, but they focus mainly on factory automation, performing fixed and repetitive tasks. Unitree changes the game by combining advanced physical hardware (like its H1 and G1 humanoid robots) with deep learning artificial intelligence, creating machines that can adapt, learn, and perform versatile tasks.

By adding Unitree to the index, 2807 HK move beyond just holding standard factory equipment suppliers. It transitions into a forward-looking fund with direct exposure to cutting-edge, real-world AI technology.

Mapping 2807 HK Holdings in China’s Physical AI

Source: Mirae Asset Management (HK), Aug 2026. Image generated by Nano Banana.

About Unitree

According to SemiAnalysis and industry research, Unitree Robotics is rapidly emerging as a global hardware titan akin to BYD and DJI. Its core competitiveness lies in a highly vertically integrated supply chain and proprietary motor-drive technology, targeting core joints that account for 50% to 70% of a humanoid robot’s BOM cost. Leveraging China’s robust ecosystem, Unitree mass-produces high-dynamic robots at a fraction of Western manufacturing costs. The company led the global market in 2025 with over 5,500 humanoid shipments, securing a 32.4% share, and captured over 52% of the global quadruped market in the first half of 2026. Transitioning from dominant quadruped robots to the practical deployment of its G1 humanoid, Unitree combines high gross margins, aggressive pricing, and massive scale to reshape and lead the global robotics industry.

Making exposure to Unitree through 2807 HK

While STAR Market-listed stocks like Unitree remain largely restricted for many overseas investors, Global X China Robotics and AI ETF (2807 HK) offers international investors an accessible avenue for Unitree exposure.

Conversely, Unitree and potential upcoming humanoid robot IPOs may transform 2807 HK from industrial robotics portfolio into a dynamic high growth play. By integrating embodied AI, the fund will provide investors with access to China’s low-cost manufacturing scale and market dominance in next-generation physical AI.

Disclaimer

This document contains the opinions of Mirae Asset Global Investments (Hong Kong) Limited (“MAGIHK”) and is intended for your use only.

It is not a solicitation, offer or recommendation to buy or sell any security or other financial instrument and shall not constitute any form of regulated financial advice, legal, tax or other regulated service. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed. MAGIHK makes no representation as to their accuracy or completeness and therefore do not accept any liability for a loss arising from the use of this document.

Investment involves risk. Forecasts, past information and estimates have certain inherent limitations. Statements concerning financial market trends or portfolio strategies are based on current market conditions, which will fluctuate. There is no guarantee that these opinions are suitable for all investors and each investor should evaluate their ability to invest for the long term, especially during periods of downturn in the market. Outlook and strategies are subject to change without notice.

Past performance information presented is not indicative of future performance. Before making any investment decision, investors should read the fund’s offering document for further details including the risk factors. Investors should ensure they fully understand the risks associated with the applicable investment and should also consider their own investment objective and risk tolerance level. Investors are advised to seek independent professional advice if in doubt.

Issuer: Mirae Asset Global Investments (Hong Kong) Limited (Licensed by the Securities and Futures Commission for Types 1, 4 and 9 regulated activities under the Securities and Futures Ordinance). This document has not been reviewed by the Securities and Futures Commission or the applicable regulator in the jurisdiction which this article is posted and no part of this publication may be reproduced in any form, or referred to in any other publication, without express written permission of MAGIHK.