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Market quick glance | The three major Indices showed mixed results, with the tech index slightly rising, Xiaomi and Tencent increasing nearly 3%; Semiconductors stocks were strong, with Semiconductor Manufacturing International Corporation rising over 8%;
Network Technology stocks performed poorly, KUAISHOU-W fell by 5.42%, Alibaba-W dropped by 3.44%; most Coal Industrial Concept stocks declined, SOUTHGOBI fell by 12.02%, China Coal Energy dropped by 6.37%; many Hong Kong Retail Stocks fell, PRADA decreased by 3.80%, BOSSINI INT'L dropped by 3.48%;
Hong Kong stocks fluctuation | Ubtech (09880) up nearly 4% as humanoid robot catalysts continue; Walker S1 has achieved collaborative operation with unmanned Logistics vehicles.
UBTech (09880) has risen nearly 4%. As of the time of writing, it has increased by 3.62%, reporting at 93 Hong Kong dollars, with a transaction volume of 0.123 billion Hong Kong dollars.
Hong Kong stock Concept tracking | Humanoid Siasun Robot&Automation applications in manufacturing scenarios are gradually increasing in volume, and market potential may be accelerated for release (with accompanying Concept stocks).
The year 2025 marks the beginning of mass production for humanoid robots and is also the starting point for the leap in the general capabilities of humanoid robots.
Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.
From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.
Lucky Harvest Technology (002965.SZ): has supplied metal structural components and related products to UBTECH and KUKA.
On December 16, Gelonghui reported that Lucky Harvest (002965.SZ) stated on the investor interaction platform that the current humanoid Robot Hardware layer includes control, perception, motion, power, heat dissipation, and assembly modules. There is a certain degree of overlap between the potential Industry Chain of robots and the parts Industry Chain of electric vehicles. The company has supplied Metal structural components related products to UBTECH and KUKA. In the field of industrial robots, the company’s Dongguan Rongsheng Automation System Co., Ltd. has flexible production lines for Battery tray related products, welding Robot workstations, and Other non-standard Metal structural components. In the future, the company will continue to focus on robots.
In November, China's industrial added value above the designated size increased by 5.4% year-on-year, with New energy Fund, Siasun Robot&Automation, and integrated circuits leading the growth.
From January to November, the added value of large-scale industries grew by 5.8% year-on-year. Among them, the production of New energy Fund vehicles, Siasun Robot&Automation, and integrated circuit products increased by 51.1%, 29.3%, and 8.7% respectively.
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