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主播说新闻 | 宇树之后 第二家人形机器人公司冲击A股上市 概念股可布局?

Core Viewpoint - The emergence of the humanoid robot "Kua Fu," developed by Leju Intelligent, marks a significant advancement in the robotics industry, particularly with its integration of 5G-A technology, positioning it as a potential investment opportunity in the A-share market [1] Company Summary - Leju Intelligent is the second humanoid robot company to initiate the process for an A-share listing, following Yushut Technology [1] - The company has filed for guidance registration with the Shenzhen Securities Regulatory Bureau, with Dongfang Securities as the guiding broker, aiming to complete the process between March and June 2026 [1] - Leju Intelligent's "Kua Fu" is notable for being the world's first humanoid robot equipped with 5G-A technology and is capable of jumping and adapting to various terrains [1] Market Reaction - Following the announcement, stocks related to humanoid robots, particularly Dongfang Precision, experienced significant fluctuations, with Dongfang Precision reaching its daily limit up [1] - In the morning session, related stocks saw another surge, indicating strong market interest and potential investor confidence in the humanoid robotics sector [1] Shareholding Structure - Dongfang Precision holds over 6% of Leju Intelligent's shares, indicating a strategic investment in the company [1] - Other companies with direct or indirect stakes in Leju Intelligent include Zhaofeng Co., Gongjin Co., Nanwei Medical, and CITIC Securities, among more than ten others [1]