Di Yi Cai Jing·2025-07-28 10:56Group 1 - The average price-to-earnings ratio (TTM) of the robotics sector has reached 106 times, indicating high valuations that will face performance verification as the mid-year report disclosure phase begins [1][4][5] - The robotics index closed at 8441.76 points on July 28, marking a historical high, with a cumulative increase of 5.81% in July [2][4] - The most notable stock in the robotics sector is Upwind New Materials, which has seen a staggering increase of nearly 919% since its resumption of trading on July 9, becoming the first stock to achieve a tenfold increase in 2025 [1][2][3] Group 2 - The recent World Artificial Intelligence Conference showcased various humanoid robots, which fueled investor enthusiasm and contributed to the rise of the robotics index [2][4] - Upwind New Materials' stock price surge is primarily driven by its acquisition news by Zhiyuan Robotics, with the stock experiencing multiple trading halts and significant price increases [3][5] - The upcoming mid-year reports from over 50 listed companies will serve as a critical test for the robotics sector, as investors focus on the performance of stocks with rapidly increasing valuations [5][6] Group 3 - The robotics sector has attracted significant capital due to policy support and the long-term trend of increasing robot penetration driven by demographic changes and manufacturing upgrades [4][5] - Some companies in the robotics supply chain, such as Changsheng Bearings, have reported limited revenue from robotics components, indicating that many products are still in the early stages of development [6] - Institutions are increasingly focusing on the actual implementation of robotics products, with many companies still in the prototype or sample testing phase [5][6]