Jilin Joinature Polymer (688716) 证券时报网·2024-12-09 03:23Market Performance - Humanoid robot concept stocks were highly active during the session, with Xianglou New Materials and Zhongyan Co Ltd hitting the 20% daily limit up, Sanfeng Intelligent rising over 18%, Weichuang Electric gaining more than 15%, and Effort, Fenda Technology, Leisai Intelligent, and Kelisens also hitting the daily limit up [1] Industry Catalysts - Recent catalysts in the humanoid robot sector include significant progress from overseas tech giants like Tesla and Nvidia, as well as domestic leader Huawei, creating strong resonance and driving a major market trend [1] - Tesla released a new dexterous hand solution with 22 degrees of freedom, significantly improving hand movement speed and sensitivity, enabling precise catching of thrown tennis balls [1] - Nvidia will host the ROSCon China 2024 conference in Shanghai on December 7-8, 2024, showcasing the latest achievements in robotics [1] Company Developments - Huawei launched its Embodied Intelligence Innovation Center in November and signed its first batch of preferred partners, including Leju Robotics, Zhaowei Machinery, Topstar, Zhongjian Technology, Effort, and Hechuan Humanoid Robotics [1] Industry Outlook - Minsheng Securities believes that the humanoid robot sector is experiencing accelerated technological evolution, with industry trends strengthening and long-term potential expanding, maintaining a positive outlook on investment opportunities in the sector [1]