刚刚，人形机器人概念股，大跌超27%！

Company Performance and Market Trends - Zhaolong Interconnect, Shenyu Shares, Xinke Materials, Dingtong Technology, and Jingda Shares each received net financing purchases exceeding 200 million yuan within the month [1] - Honor completed its share reform on December 28, changing its name to "Honor Terminal Co, Ltd" and is expected to initiate an IPO process at an appropriate time [3] - Ubtech, a humanoid robot concept stock in Hong Kong, experienced a significant drop of over 27% in early trading, with its market value falling below 30 billion HKD [4] - Ubtech's CEO, Zhou Jian, signed termination agreements with several key figures, indicating potential shareholder cash-outs, although Zhou committed not to sell his 70.4 million H shares within the next 12 months [4] Institutional Interest and Stock Performance - Ten concept stocks, including Luxshare Precision, Huafeng Technology, and Xingsen Technology, were surveyed by over 100 institutions, with some receiving attention from more than 200 institutions [5] - Zhaolong Interconnect, a national standard drafter for data cables, saw its stock price increase by 112.78% year-to-date, with high-speed interconnect business maintaining strong market demand [5] - Half of the concept stocks had institutional holdings exceeding 30% at the end of Q3, with some like Changfei Optical Fiber and Luxshare Precision having over 60% institutional holdings [5] - Leverage funds increased their positions in several concept stocks, with Wolong Materials receiving the highest net purchases of 823 million yuan in December [6] - The average stock price increase for A-share copper cable high-speed connector concept stocks in December was 23.6%, with some like Zhaolong Interconnect and Bochuang Technology seeing over 100% increases [7] - Shenyu Shares had the highest year-to-date stock price increase of 342.16%, driven by its DAC data cables used in data storage and server data transmission [7] Industry Developments and Market Outlook - The copper cable high-speed connector sector strengthened, with Bochuang Technology rising over 18% and Baosheng Co achieving 5 boards in 8 days [8] - Major CSP providers, excluding Nvidia's GB200 solution, are proposing high-density cabinet solutions to enhance computing power and connection efficiency, with 224G high-speed copper cables expected to see widespread application [8] - Guangda Securities predicts that the demand for active copper cables will surge as companies like Google, Broadcom AWS, and Microsoft shift towards self-developed ASIC and Ethernet architectures, with this growth trend expected to last at least 2-3 years [8]