Ningbo Tuopu Group Co Ltd

Chinese robot-sector stocks rose today, September 24, after Elon Musk, chief executive of Tesla, predicted that the number of humanoid robots worldwide will reach at least 1 billion within 10 years. In an interview with China Media Group, Musk said humanoid robot production is expected to surge in the coming years and that the number of such robots could reach as many as 10 billion within 15 years. The boost lifted shares of robot component makers including Ningbo Joyson Electronic, Ningbo Tuopu Group and Zhejiang Sanhua Intelligent Controls by between 1% and 8%. The sector is also closely tied to Optimus, Tesla's humanoid robot. Last week, Chinese robot stocks jumped after local media reported that Tesla had begun a new round of production-process audits across the Optimus supply chain. The gains were limited, however, as rising global bond yields weighed on technology stocks broadly.

Against the backdrop of crowded trading in A-share technology hot sectors and amplified short-term volatility, institutions recommend that investors shift their attention to three major sectors: the low-altitude economy, humanoid robots, and commercial aerospace, seizing pullback windows to position at lower levels. CICC believes that the intensive rollout of low-altitude economy policies is resonating with technological iteration across the industry chain, and expectations for an industry inflection point are gradually strengthening. Guoyuan Securities analyst Gong Siwen suggests focusing on whole-machine names such as Wanfeng Auto Wheel, EHang, JOUAV, and Lvneng Huichong, as well as core component names such as Zongshen Power, Wolong Electric Drive, Yingliu Shares, and Inpower. On the humanoid robot front, Unitree Robotics recently entered the capital market and is expected to provide a clearer valuation anchor for the sector, driving a shift in capital from pure thematic speculation to growth-based pricing. Huayuan Securities analyst Zhao Mengni suggests focusing on Everwin Precision, Foresight Technology, Sanhua Intelligent Controls, Tuopu Group, Leader Harmonious Drive, Shuanghuan Transmission, Hengli Hydraulic, Zhejiang Rongtai, Moons' Electric, and Zhaowei Machinery & Electronics. In commercial aerospace, the Long March 10B and Zhuque-3 have successively completed successful recoveries, and reusable rocket technology is maturing. With falling launch costs resonating with demand for low-orbit constellation networking, industrialization is expected to accelerate. Guotai Haitong Securities analyst Yang Tianhao suggests focusing on Chengchang Technology, Tongyu Communication, Sunway Communication, Shanghai Hanxun, Aerospace Electronics, Feiwo Technology, Sirui Advanced Materials, and Western Metal Materials.