机器人概念股，逆市大涨！

Market Overview - The Hang Seng Index closed down 0.34% at 25,858.89 points, while the Hang Seng Tech Index rose slightly by 0.02% to 5,599.11 points. The Hang Seng China Enterprises Index fell by 0.38% to 9,130.18 points. The total market turnover was HKD 146.2 billion, with net inflows from southbound funds amounting to HKD 2.727 billion [1][2]. Robotics Sector Performance - Robotics concept stocks showed strong performance, with Yujian rising by 9.75% and Horizon Robotics-W increasing by 4.23%. Other notable gains included Ubtech up by 3.76% and SUTENG up by 4.93%. The report from CITIC Securities highlighted that leading manufacturers have secured significant orders, indicating 2025 as a critical year for the commercialization of embodied intelligence [11][13]. Semiconductor Sector Insights - The semiconductor sector also performed well, with Huahong Semiconductor rising by 2.34%. The establishment of Huahong Hongli Semiconductor (Wuxi) Co., Ltd. was noted, focusing on integrated circuit manufacturing and sales, fully owned by Huahong Semiconductor [8][10]. IPO Performance - Haiwei Co., Ltd. experienced a significant drop of 22.97% on its first trading day, closing at HKD 11.00 per share. It is the second-largest capacitor film manufacturer in China, with applications in various sectors including new energy vehicles and industrial equipment [3][7]. Morgan Stanley's Outlook on A-shares - Morgan Stanley maintains a constructive view on the CSI 300 Index for 2026, projecting a target of 5,200 points by the end of the year. Key investment themes include the implementation of "anti-involution" policies, growth in AI infrastructure, and a K-shaped recovery in consumption [14][15].