February 13, 2026 02:20 AM GMT China Industrials | Asia Pacific Catalyst Driven Idea - Tesla Optimus Gen 3 Launch Tesla's Gen 3 Optimus is likely to be unveiled in 1Q26. We anticipate that enhancements in hand dexterity and body structure could benefit the China humanoid value chain. What and when is the catalyst? Tesla (covered by Andrew Percoco) has signaled an upcoming Gen 3 Optimus unveil by 1Q26. The China supply chain is highly sensitive to Optimus updates, as indicators of broader industry progress, ...

February 22, 2026 08:06 PM GMT China Industrials | Asia Pacific Humanoid Robots Take Spotlight at China Spring Festival Gala Unitree, Galbot, Noetix and MagicLab appeared at the 2026 Spring Festival Gala. Beyond the headlines and videos, the humanoids showcased different abilities as well as signaling an industry pivot from just locomotive performance. Key Takeaways Well-showcased performance from locomotion to real tasks and emotional value: We view the trajectory as constructive for mass-market adoption. ...

（编辑 丛可心） 证券日报网讯 2月24日，绿的谐波在互动平台回答投资者提问时表示，截至目前，公司产品尚未引用人 工智能技术，公司始终专注于精密传动装置等核心业务的研发、生产与销售。未来可能会引用人工智能 技术应用于智能生产环节，借助其强大的数据分析与处理能力，实现生产流程的智能化管理与优化，进 一步提升产品质量与生产效率。 ...

抢着上"春晚"的除了明星，还有机器人。 上述科技感十足的机器人集体亮相，早已不只是一场单纯的视听表演，更成为资本市场观测具身智能产 业脉动的窗口。 《每日经济新闻》记者注意到，当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心，其背后交 织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股权投资，早已锚定机 器人赛道内的核心玩家，部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入其中。 这场"春晚集体秀"能否如2025年宇树科技一般，再次点燃一个产业的新周期？繁华喧嚣的"春晚"舞台之 下，产业真实的"温度"究竟如何？ 从一线企业的反馈中，大家可以窥见乐观预期之外更需冷静面对的现实。多家被市场视为"概念股"的上 市公司坦言，相关业务大多仍处于市场开拓、试样或小批量订单阶段，对公司当前业绩贡献甚微。 多家公司参与机器人领域 芯联集成（SH688469）旗下CVC（企业风险投资）平台芯联资本于2025年参与魔法原子战略融资，公 司与魔法原子存在战略合作关系。公告显示，芯联集成主要提供一站式芯片系统代工服务，在机器人应 用领域，公司用于机器人激光雷达的光源VCSEL（垂直腔面发射激光芯片）和 ...

2月24日，绿的谐波跌5.53%，截至发稿，报228.97元/股，成交14.68亿元，换手率3.31%，总市值419.77 亿元。 资料显示，苏州绿的谐波传动科技股份有限公司位于江苏省苏州市吴中区木渎镇尧峰西路68号，成立日 期2011年1月13日，上市日期2020年8月28日，公司主营业务涉及精密传动装置研发、设计、生产和销售 的高新技术企业。主营业务收入构成为：谐波减速器及金属部件78.33%，机电一体化产品16.56%，智 能自动化装备3.24%，其他1.87%。 从绿的谐波十大流通股东角度 数据显示，鹏华基金旗下1只基金位居绿的谐波十大流通股东。鹏华碳中和主题混合A（016530）三季 度减持7.71万股，持有股数182.13万股，占流通股的比例为0.99%。根据测算，今日浮亏损失约2442.3万 元。 鹏华碳中和主题混合A（016530）成立日期2023年5月5日，最新规模41.05亿。今年以来收益0.72%，同 类排名7490/8994；近一年收益43.57%，同类排名2121/8199；成立以来收益108.48%。 鹏华碳中和主题混合A（016530）基金经理为闫思倩。 截至发稿，闫思倩累计任职 ...

2月23日，港股市场迎来马年第二个交易日，机器人概念板块（887755.WI）表现亮眼，截至午盘大涨 1.76%。成分股中，ASMPT（05522.HK）大涨5.27%，华虹半导体（1347.HK）大涨4.83%，耐世特、金 力永磁、天工国际等个股跟涨。 | < W | [HK]人形机器人指数(887755) | | | | --- | --- | --- | --- | | | 1743.45 30.20 +1.76% | | | | 済設 | 成分 | 资讯 | 相关基金 | | 名称 | 现价 | | 涨跌幅÷ | | ASMPT | 110.900 | | 5.72% | | 0522.HK | | | | | 农虹未营体 | 98.700 | | 4.83% | | 1347.HK | | | | | 中芯国际 | 70.750 | | 4.51% | | 0981.HK | | | | | 耐世特 | 8.020 | | 3.75% | | 1316.HK | | | | | 比亚迪电子 | 33.500 | | 3.46% | | 0285.HK | | | | | 三一国际 | 15.410 ...

这一轮机器人板块的集中爆发，与2026年央视马年春晚的"机器人效应"密切相关。今年春晚是人形机器 人登场密度最高的一届，宇树科技、银河通用、松延动力、魔法原子四家企业分别亮相武术、微电影、 小品、歌曲四大类节目，从运动控制、精细操作到仿生交互，全方位展示了国产人形机器人的最新能 力。 春晚带来的关注度正在迅速转化为实际消费需求。据智通财经消息，马年春晚开播两小时内（2月16日 20：00—22：00），京东平台机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长 150%，新增订单覆盖全国100多座城市。抖音电商数据亦显示，2月16日至18日，平台机器人产品GMV 同比增长1680%，订单量同比增长655%。 2月20日，港股迎来马年首个交易日。受外围因素影响，港股主要指数集体低开后震荡走弱。截至早盘 收盘，恒生科技指数收跌2.28%，恒生指数收跌0.61%。互联网科技股普遍承压，半导体板块同步走 弱。 在大盘整体偏弱的背景下，机器人概念股逆势走强，成为早盘最为亮眼的板块之一。越疆早盘涨超 19%，优必选涨超6%，速腾聚创、禾赛等个股同步活跃。 产业层面，北京市经济和信息化局此前介绍，北京在通用 ...

据上市公司公告的投资者关系活动记录表显示，春节前一个月内，除多利科技、奥比中光外，绿的谐 波、步科股份、汇川技术、三花智控、双环传动等机器人产业链企业也频繁出现在公募调研名单中，易 方达、广发、富国、汇添富等头部机构均积极参与。这一现象反映出机构对机器人产业长期发展潜力的 强烈关注。 机构人士表示，近期机器人板块的活跃并非单纯受春晚情绪面驱动。春晚播出后，售价数十万元的高端 机器人销量激增，表明市场需求正从概念走向落地。随着真实订单的涌现，板块估值将获得更强支撑， 产业链企业也有望加速业绩兑现。他进一步指出，机器人作为人工智能与制造业深度融合的载体，其技 术迭代与商业化进程将持续吸引资本关注。 分析人士认为，公募基金春节前密集调研机器人产业链，既是对短期市场热点的响应，更是对长期产业 趋势的押注。随着人口结构变化与制造业转型升级，机器人市场空间广阔，核心零部件、视觉感知、运 动控制等细分领域的技术突破将催生结构性机会。机构通过调研提前布局，旨在捕捉从主题炒作到价值 成长的投资窗口。（水手） 【环球网财经综合报道】春节前夕，公募基金备战节后行情的调研步伐并未停歇。值得注意的是，今年 多家公募机构将目光聚焦于机器 ...

Core Viewpoint - The collaboration between Yushu Technology and Tagou Martial Arts School for the Spring Festival Gala showcased significant advancements in humanoid robotics, leading to a surge in interest and investment in the robotics sector, particularly in related ETFs [1]. Investment Opportunities - The market has seen a more than 300% increase in robot-related searches on JD.com within two hours of the gala, indicating heightened investor interest in the robotics industry [1]. - Two main robotics indices are highlighted: the Guozhen Robotics Industry Index and the Zhongzheng Robotics Index, each with different focuses and compositions [1][2]. Index Characteristics - The Guozhen Robotics Industry Index focuses on humanoid robots and core components, with nearly 80% of its weight in humanoid robot-related companies, suggesting higher sensitivity to market movements in this segment [3]. - The Zhongzheng Robotics Index has a broader coverage, including software and hardware providers for robotics, with approximately 65% weight in humanoid robots [3]. - The Guozhen index has 50 constituent stocks with a more balanced weight distribution, while the Zhongzheng index has 66 stocks with a higher concentration in its top holdings [3][4]. Performance Metrics - The Guozhen Robotics Industry Index has shown a return of +23.52% over the past year, while the Zhongzheng Robotics Index has returned +21.09% [2]. - The top ten holdings in both indices include companies like Greentec, iFlytek, and Top Group, with the Guozhen index featuring unique companies like Sanhua Intelligent Control [3][4]. Investment Strategy - Investors are advised to choose between the two indices based on their investment goals and risk tolerance, with the Guozhen Robotics Industry Index being a preferable option for those targeting humanoid robotics specifically [5].

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]