精智达等：机器人概念A股普涨，优必选订单近14亿

Core Insights - The A-share robotics sector experienced a significant rally on December 22, with multiple stocks showing notable gains, including Jingzhida rising over 18%, Keda Control up more than 15%, and Sanfeng Intelligent increasing by over 10% [1] - The surge in the robotics sector was fueled by a viral video of a robot performing a backflip at a concert, which was shared by Elon Musk, and a report from Morgan Stanley titled "2026 Outlook: The Horizon of Humanoid Robots" that highlighted upcoming catalysts for growth [1] Market Performance - Several stocks hit the 10% daily limit, including Tianqiao Hoisting and Hengtong Optic-Electric, while others like Shuangfei Group and Bohai Automobile saw increases exceeding 9% [1] - The report from Morgan Stanley indicated that by early 2026, multiple catalysts such as the release of Tesla's Optimus Gen3, potential supportive policies in the U.S., technological breakthroughs, and the entry of tech giants will drive the robotics sector [1] Project Developments - UBTECH secured a new project worth nearly 60 million yuan in the Greater Bay Area for data collection, with annual orders for humanoid robots projected to reach nearly 1.4 billion yuan by 2025 [1]