Xuan Gu Bao·2025-12-30 08:52Market Overview - The Shanghai Composite Index experienced narrow fluctuations, while the ChiNext Index showed slightly stronger performance. Robot concept stocks surged collectively, with nearly 20 stocks hitting the daily limit up, including Boke Co. and Sanhua Intelligent Control. The liquid cooling server concept also rose, with Unification Holdings hitting the limit up and Ding Tong Technology increasing over 10%. AI agent concepts were active, with Kute Intelligent and Nanxing Co. hitting the limit up. Overall, nearly 3,500 stocks in the Shanghai and Shenzhen markets declined, with a total transaction volume of 2.16 trillion yuan [1]. Key Sectors Robotics - The robotics sector continued to explode, with stocks like Fenglong Co. and Daye Co. achieving five consecutive limit ups. The sector is gaining attention due to Elon Musk's announcement of launching a rocket to Mars by the end of 2026, which will carry a Tesla Optimus humanoid robot for testing [4]. The third-generation dexterous hand from Tesla has increased its degrees of freedom from 11 to 22, potentially increasing the number of motors to 22 [4]. The Ministry of Industry and Information Technology established a standardization committee for humanoid robots on December 26 [4]. PTA - The PTA sector saw significant gains, with Hengyi Petrochemical hitting the limit up and Rongsheng Petrochemical and Hengli Petrochemical rising over 6%. Recent data indicates that PX and PTA futures have reached nearly one-year highs [7]. The PTA industry has entered an expansion cycle characterized by large-scale and integrated operations, with production capacity expected to double from 46.69 million tons to over 94.7 million tons by 2025 [9]. Liquid Cooling - The liquid cooling concept experienced another surge, with Unification Holdings achieving two consecutive limit ups and companies like Kangputon and Yidong Electronics hitting the limit up. The liquid cooling market is expected to grow significantly, with the Chinese liquid cooling server market projected to reach $2.37 billion in 2024, a 67% year-on-year increase, and $3.39 billion in 2025 [12]. The compound annual growth rate from 2024 to 2029 is expected to reach 46.8%, with the market size reaching $16.2 billion by 2029 [12].