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Institutions conducted intensive research on more than 50 companies in the Industry Chain of humanoid robots.
According to data from Gelonghui on May 15, since the second quarter, Institutions have been intensively researching Zhejiang Supcon Technology Co., Ltd., Shenzhen Zhaowei Machinery & Electronics, Lens Technology, Lucky Harvest, Fulin Precision, Lingyi Itech, Ampleon and other 52 companies in the humanoid robot Industry Chain. Institutions believe that the entry of humanoid robots into industrial scenarios has become a highly certain application trend, and the commercialization of humanoid robots is expected to land, bringing long-term development opportunities for Industry Chain companies.
Express News | Apple Supplier stocks continue to rise, with Lens Technology increasing by nearly 10%.
REKS Launches Game-Changing Kontrast Lens Collection: High Performance Eyewear for Unmatched Clarity
Lens Technology (300433): A diverse stance entering the AI era, with strong performance growth momentum.
Event: On April 17, Lens Technology released the first quarter report for 2025. During the reporting period, the company achieved revenue of 17.063 billion yuan, a year-on-year increase of +10.10%; the net income attributable to the parent company reached 0.429 billion yuan, year-on-year increase.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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