Robots continue to be in high demand, with a surge in stock prices. Rather than being a supplementary rise due to AI, it is more accurate to say that this represents a new direction. The last industrial revolution began with the advent of computers, which ultimately led to the widespread adoption of computers, smartphones, and a series of electronic devices, as well as the internet and mobile internet. Devices and networks are interdependent.
Alongside the last industrial revolution, which coincided with the birth of the internet, the Internet of Things (IoT) also emerged. However, due to various reasons, the IoT has not been widely implemented. With the rapid development of chips, AI, and robots, this industrial revolution, represented by AI, will bring the IoT into every household.
Similarly, among these three directions, chips are currently facing significant bottlenecks.
While we excel in AI algorithms, we have yet to see practical projects come to fruition. This is a global challenge: how to transform AI from a conversational robot into a tool that genuinely enhances efficiency and drives the industrial revolution, liberating productivity. The speed at which companies are experimenting with AI is several times, even dozens of times, faster than during the internet era. Once large company programmers discover a viable path and contribute back to society, that will be the moment AI reveals its true potential.
Robots are a strong suit for our university. While operating system algorithms are important, manufacturing and production are even more critical. We have a mature manufacturing system, a wide range of application scenarios, and rich practical experience. This is where the abundance lies.
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1. The robotics sector remains active: This sector continues to be a market focus, with many stocks performing strongly. Leading stocks such as Shoukai Co., Ltd. (11 consecutive days of gains), Shanghai Construction Group (5 consecutive days), and Wanxiang Qianchao (4 consecutive days) continue to rise. Driving factors include Tesla’s Musk announcing an internal meeting next week to discuss artificial intelligence, autonomous driving systems, and the production plans for the Optimus robot, as well as PharmAGRI signing a letter of intent to purchase 10,000 robots from Tesla. Additionally, Overseas Chinese Town Cultural Tourism Technology has signed a strategic agreement with the Zhejiang Humanoid Robot Innovation Center to jointly develop tourism scene robots, further boosting the sector’s heat.
2. The semiconductor chip sector continues to be strong: Subfields such as photolithography machines are gaining attention. Companies like Kaipu Co., Ltd. (12 consecutive days of gains) and Yongxin Optical (upgraded through turnover) are performing outstandingly. The announcement of a partnership between Intel and NVIDIA is a significant catalyst, as Intel will customize x86 CPUs for NVIDIA and produce x86 system-on-chip solutions integrated with NVIDIA GPUs, which is expected to accelerate the penetration and application of AI in end devices. Furthermore, news that SMIC is testing deep ultraviolet photolithography machines manufactured by Shanghai Yuliangsheng has boosted market confidence in the domestic chip industry chain.
3. The intelligent driving (automotive parts) sector remains hot: Companies like Shanzi Gaoke (5 consecutive days of gains) and Junsheng Electronics (3 consecutive days, overlapping with the robotics concept) are also seeing gains. On the policy front, eight departments have issued the “Automotive Industry Stability Growth Work Plan (2025-2026)” aimed at promoting the industrial application of intelligent connected vehicles. Additionally, there are reports that NVIDIA may enter the Robotaxi (autonomous taxi) business, with a technology route similar to Tesla’s FSD, which also brings imaginative possibilities for the sector.
4. Huawei-related concept stocks are driven by multiple favorable factors: The upcoming Huawei Full Link Conference and the news of Huawei CANN (Heterogeneous Computing Architecture) being fully open-sourced are major catalysts. The CANN platform aims to break NVIDIA’s monopoly in the AI development ecosystem, paving new paths for the development of domestic AI foundational software, which could change the landscape of AI chips. Notable stocks include Huasheng Tiancheng (second wave of trends), Heertai (first board surpassing previous highs, overlapping with robotics and chip concepts), as well as Chuanrun Co., Ltd. and Taijia Co., Ltd.
5. The solid-state battery sector is gaining attention: Companies like Xian Dao Intelligent (choosing direction, can buy low and sell high) and Yongtai Energy (technological breakthroughs, first board with second opportunity) are attracting market interest. The Equipment Industry Development Center of the Ministry of Industry and Information Technology released the “New Energy Storage Technology Development Roadmap (2025-2035)” at the 2025 World Energy Storage Conference, outlining the goals for the large-scale development of the new energy storage industry. Additionally, Musk mentioned that solar energy/batteries will be the only realistic choice when discussing terawatt-level data centers, indirectly increasing market attention on battery technology.