Zheng Quan Shi Bao·2025-08-19 08:23Core Viewpoint - The report titled "Robot Recommendations: Supply Chain Intensive Visits T, Counterattack Moment Begins - 0819" by Sun Xiaoya and Zhang Tongtong from Tianfeng Securities has led to a significant surge in the stocks of companies mentioned, creating a phenomenon referred to as "Sun Xiaoya Concept Stocks" in the market [1][2][5]. Group 1: Stock Performance - The Robot ETF, which initially dropped nearly 1.8%, reversed course and increased by approximately 3% in the afternoon, coinciding with the rise of stocks like Zhejiang Rongtai, Anpeilong, Longxi Co., and Keda Li [2][3]. - Stocks recommended in the report, including Zhejiang Rongtai, Anpeilong, Longxi Co., and Keda Li, experienced substantial price increases, with Zhejiang Rongtai hitting the daily limit [3][4]. Group 2: Recommended Stocks - Zhejiang Rongtai is recognized as a new Tier 1 supplier, with its lower limb joint solutions gaining T's approval, and is expected to enter mass production in Q4 [3]. - Anpeilong focuses on the optical sensing industry, with plans for overseas expansion and a projected single machine ASP of 1.5 million, indicating potential for significant growth [3]. - Longxi Co. holds a 75% market share in joint bearings, with a projected single machine ASP of 6,000, anticipating a market size of 150-200 billion [3]. - Keda Li is positioned for high-load, low-heat applications, with plans for a North American factory and a market potential of 500 billion [3]. - Haoneng Co. is set to produce 10,000 sets of planetary gearboxes, with expected revenues of 200 billion [4]. - Fuda Co. is involved in screw and cycloidal gear production, with a market potential of 200 billion [4]. - Shuanglin Co. is focusing on screw production and has made progress in direct connections with T, showing strong performance in the market [4]. Group 3: Analyst Background - Sun Xiaoya, the assistant director of the research department at Tianfeng Securities, has gained significant recognition in the market, being referred to as the "strongest stock promoter" in A-shares due to her recommendations often leading to price surges [5][6]. - Her rapid career advancement and accolades, including top rankings in analyst competitions, have contributed to her growing influence in the investment community [5][6].