Swancor Advanced Materials (SH:688585) Xin Lang Cai Jing·2025-07-14 08:54Market Overview - The Embodied Intelligence Index declined by 1.1% from July 7-11, ranking last among 31 primary industry indices and underperforming the CSI 300 by approximately 1.92 percentage points [1] - Year-to-date, the index has increased by 23.92%, outperforming the CSI 300 by about 21.89 percentage points [1] - The latest static PE ratio for the index is approximately 40.14 times, indicating a historically high valuation level [1] - The total trading volume of the index's constituent stocks reached 12.264 billion shares, a decrease of 0.4% from the previous week, reflecting a medium historical level [1] - The turnover rate was 7.32%, ranking 26th in market activity [1] - The sentiment in the sector was influenced by the adjustment in the production rhythm of T-chain, with 7.8 Zhiyuan planning to gain control of Wais New Materials through agreement transfer and tender offer, boosting domestic chain enthusiasm [1] - The top five gainers for the week included Haosen Intelligent, Henggong Precision, Rifa Precision Machinery, Dafeng Industrial, and Zhongdali De [1] Key Industry Events - Zhiyuan Robotics announced plans to gain control of the Sci-Tech Innovation Board listed company Wais New Materials through agreement transfer and tender offer [2] - Musk's XAI released the GroK-4 large model [2] - Biyidi and Hong Kong University of Science and Technology jointly established an embodied intelligence laboratory [2] - Magic Atom launched the new generation humanoid robot MagicBotZ1 [2] - Yuejiang Robotics released a six-legged bionic robot dog [2] - Haon Automotive and Shanghai Zhiyuan New Technology reached a cooperation agreement to actively layout in the robotics field [2] - Keli Sensor strategically invested in Hashan Technology [2] - DeMa established the world's first humanoid robot training and data collection factory for logistics scenarios [2] - Jizhi Jia officially listed on the Hong Kong Stock Exchange with a market value exceeding 22 billion HKD [2] - Zhiyuan Robotics supplier Lens Material Technology went public [2] - Yundongchu Technology completed nearly 500 million yuan in new financing [2] - Xiaomi's embodied intelligence startup Xiaoyu Zhizao completed a 100 million yuan A+ round of financing [2] Latest Insights - Although the production progress of Optimus has been delayed, affecting sector sentiment, leading domestic robotics companies are actively seeking to go public, indicating a potential new upward opportunity for the domestic chain [3] - In the short term, companies with rapid landing capabilities in specific scenarios are favored, while in the long term, attention is on leading enterprises with deep technical accumulation and strong product ecosystems [3] - Key application scenarios to focus on include industrial logistics, elderly care for B2B institutions, special environments (such as converter steelmaking and power inspection), agriculture, and consumer companionship & toy robots [3] - The "big and small brain" technology path remains diverse, with data training, real machine data collection, video data imitation learning, and simulation solutions progressing simultaneously [3] - Attention should be given to component manufacturers with production advantages and supply chain opportunities, particularly regarding the future direction of T-chain solutions and related targets with strong certainty or marginal changes [3] Suggested Companies to Watch - Mechanical Group: Sanhua Intelligent Control, Lide Harmonic Drive, Fengli Intelligent, Zhongdali De, Wuzhou New Spring, Hengli Hydraulic, Zhejiang Rongtai, Mingzhi Electric, Zhaowei Machinery, Dingzhi Material Technology, Jiechang Drive, Hanwei Technology, Fule New Materials [4] - New Energy Group: Wolong Electric Drive, Xingyuan Materials, Fulian Precision, Huichuan Technology, Zhenyu Technology [4] - Automotive Group: Suteng Juchuang, Top Group, Bertley, Jingzhuan Technology, Xusheng Group, Junsheng Electronics, Dihorizon Robotics-W, Shuanglin Co., Beite Technology, Zhongding Co., Lingyun Co., Best, Aihua Di, Anpeilong [4]