Zhong Guo Jing Ji Wang·2025-06-24 05:25Group 1 - The humanoid robot concept stocks are experiencing significant activity, with the Yuzhu Robot Index rising by 4.67% as of midday closing [1] - Tesla's Optimus third-generation robot is set to be released, with plans to officially launch it to the public in 2026 and a production target of over 100,000 units next year [1] - Some Optimus robots are expected to be used in Tesla factories this year, marking the beginning of practical applications in industrial settings [1] Group 2 - Three funds, including the Fangzheng Fubon Xin Hong Flexible Allocation Mixed Fund, Fangzheng Fubon Vision Growth Mixed Fund, and Fangzheng Fubon Technology Innovation Mixed Fund, are heavily invested in the humanoid robot sector, with all top ten holdings showing positive performance [2] - Notable stocks among these funds include Zhenyu Technology, Zhaowei Electromechanical, and Siling Co., all of which saw increases exceeding 7% [2] - The Fangzheng Fubon Xin Hong Flexible Allocation Mixed Fund has achieved a net value increase of 19.59% over the past six months, ranking in the top three of its category [2] Group 3 - Northeast Securities emphasizes the transformation of the trillion-dollar market, highlighting the long-term development trends in the humanoid robot industry [3] - According to predictions, the price of humanoid robots is approximately $20,000, with the market potential estimated to reach $12.8 trillion, reflecting a significant opportunity for commercialization [3] - The three Fangzheng Fubon funds are strategically positioned in the humanoid robot sector, aligning with national strategic directions for industrial growth [3]