What Atlas Must Do Right Now, Why China Is Scary | Lee Jong-won, Team Leader, Hana Securities Sales Department 1 WM Center

What Atlas Must Do Right Now, Why China Is Scary | Lee Jong-won, Team Leader, Hana Securities Sales Department 1 WM Center [Double Crew]
Watch on YouTube ↗  |  August 19, 2026 at 01:03  |  19:01  |  3PRO TV (삼프로TV)
Speakers
Lee Jong-won — Team Lead, WM Center, Hana Securities

Summary

Lee Jong-won, Team Leader at Hana Securities Sales Department 1 WM Center, discusses robotics and auto investment ideas in a weak market. He is bullish on the Unitree Robotics IPO, Korean robot component suppliers, and Hyundai Motor, citing long-term physical AI momentum and US restrictions on Chinese robot and LiDAR suppliers. He names Ouster as a key US LiDAR beneficiary and expects CES to become the next major robotics catalyst.

  • Unitree Robotics listed in China and is expected to surge after listing, supported by humanoid performance videos and the robot Olympics.
  • Chinese humanoid robots are improving quickly in physical performance, raising investor expectations.
  • US regulators are restricting Chinese humanoid robots and LiDAR suppliers such as Hesai and RoboSense.
  • Boston Dynamics is evaluating Korean robot component suppliers, supporting Korean robot parts demand.
  • Hyundai Motor is viewed as a robotics leader through Boston Dynamics and Hyundai Mobis parts, with earnings bottoming in Q2.
  • Ouster is flagged as a US LiDAR beneficiary after acquiring Velodyne and StereoLabs.
  • Next CES is seen as a potential catalyst that could reignite robotics stock momentum.
Ideas
Lee Jong-won Team Lead, WM Center, Hana Securities 0:45
Unitree IPO likely surges after listing.
Unitree Robotics is listing in China today and is expected to surge after listing. Lee points to the recently released humanoid prototype that jumps 2 meters vertically and runs 100 meters in about 7.9 seconds, and to the robot Olympics opening in China today, arguing the company timed the IPO to maximize attention and stock momentum.
688836.SS HIGH
Lee Jong-won Team Lead, WM Center, Hana Securities 4:08
Boston Dynamics may source Korean parts.
Boston Dynamics has been evaluating domestic Korean component suppliers for months, so robot parts stocks should have rallied today but were dragged down by the weak market. Lee sees the long-term physical AI robot direction as intact and views this as a supplier-demand story.
ROBO MED
Lee Jong-won Team Lead, WM Center, Hana Securities 12:32
CES could reignite robotics sector momentum.
Lee expects next CES to be a major catalyst for robotics because companies are withholding prototype and pilot AI performance reveals, likely to accumulate surprises and show everything at once. Last year's CES ignited robot expectations and steep stock gains, so he is watching for a repeat setup.
ROBT MED
Lee Jong-won Team Lead, WM Center, Hana Securities 13:57
Hyundai Motor is a long-term robot leader.
Hyundai Motor is a portfolio core for robotics because its direction is still right: second-quarter earnings marked a low, the third quarter is turning, and this gives the stock downside rigidity. It owns Boston Dynamics, whose Atlas has converted from hydraulic to electric actuation and already uses Hyundai Mobis parts, so there is little technology concern. Long-term upside will come when physical AI performance is demonstrated, and the current correction is an opportunity to accumulate.
005380.KS HIGH
Lee Jong-won Team Lead, WM Center, Hana Securities 16:42
Ouster benefits from US lidar restrictions.
US regulators are excluding Chinese humanoid robots and LiDAR suppliers such as Hesai and RoboSense, creating a reflex benefit for US LiDAR names. Ouster is Lee's preferred beneficiary: it acquired Velodyne in 2023 and StereoLabs in February this year, combining LiDAR and 3D-camera software with a large customer base, enabling smaller, cheaper sensors for robotics, industrial and smart-city applications.
OUST HIGH
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This 3PRO TV (삼프로TV) video, published August 19, 2026, features Lee Jong-won discussing 688836.SS, ROBO, ROBT, 005380.KS, OUST. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Jong-won  · Tickers: 688836.SS, ROBO, ROBT, 005380.KS, OUST