Zhi Tong Cai Jing·2025-12-30 05:48Core Viewpoint - The robotics sector is experiencing a significant surge, driven by expectations surrounding Tesla's Optimus project and increasing domestic developments in humanoid robotics [1] Group 1: Stock Performance - Shares of Sanhua Intelligent Control (002050) rose by 12% to HKD 38.26 - Yujian (02432) increased by 10.32% to HKD 37.4 - UBTECH (09880) saw an 8.62% rise to HKD 129.8 - Lens Technology (300433) gained 5.22% to HKD 25.38 [1] Group 2: Market Developments - Supply chain companies are reportedly visiting clients in North America, with market expectations that Tesla's Optimus project will soon be contracted - The Trump administration is considering an executive order on robotics to be released in 2026 - JD.com and Yuzhu Technology are set to open their first offline experience store on December 31, promoting the commercialization of humanoid robots [1] Group 3: Industry Insights - Guojin Securities believes that embodied intelligence is the strongest application of AI, with humanoid robots being a key direction - The second half of the year should focus on new technology iterations and component ticket pricing in the robotics field - Caixin Securities notes that the humanoid robotics industry is on the brink of scaling, with a combination of technological iteration, cost reduction, and policy support [1]