Changes in Hong Kong stocks | Robot concept stocks continue to rise, Yushu Technology's IPO determines inquiry date, humanoid robot sector ushered in multiple catalysis

The Zhitong Finance App learned that robotics concept stocks continued to rise. As of press release, Nobicom (02635) rose 12.38% to HK$11.89; Laifu Harmonic (03952) rose 5.11% to HK$65.8; Gaowei Electronics (01415) rose 5% to HK$23.08; and Lansi Technology (06613) rose 3.19% to HK$22.

According to the news, Yushu Technology launched a preliminary inquiry. The offline subscription window is August 10, and the corresponding issuance valuation is about 42 billion yuan. CITIC Construction Investment pointed out that the humanoid robot sector has ushered in multiple catalysis: Google DeepMind released a new robot model, and the robot's brain capacity continues to improve, which is expected to help it accelerate implementation in the terminal scenario; Yushu's IPO determines the date of the inquiry, and the listing process is gradually getting closer; Tesla Optimus is moving towards mass production, and feedback from the supply chain is positive.

It is worth noting that the significance of Yuki's current listing is not limited to financing a single company. Guosheng Securities pointed out that there is a high degree of coincidence between Yushu's IPO subscription and the progress of Google's physical model, “verifying that robots are currently in the phase of resonance between industrial progress and capital movements, and robots are expected to become the new main line leading the market rebound.” Guotai Junan said earlier that Yushu's listing will provide a systematic valuation anchor for the entire industry chain, and parts suppliers with core barriers will be the first to benefit from the rise in mass production.