Tesla(US:TSLA) Robot猎场备忘录·2025-07-22 14:18Core Viewpoint - The article highlights significant recent developments in the humanoid robotics sector, particularly focusing on major financing rounds for several startups and the subsequent surge in the stock market related to robotics companies, especially those associated with Yushu Technology [3][4][8]. Financing Developments - On July 21, three humanoid robotics startups announced substantial financing led by JD Group, including Qianxun Intelligent with nearly 600 million CNY in Pre-A+ round, Zhongqing Robotics with approximately 1 billion CNY in Pre-A++ and A1 rounds, and Zhujidongli in A++ round [3]. - The financing news has created a buzz in the industry, indicating strong investor interest in humanoid robotics [3]. Stock Market Performance - Following the announcement of Yushu Technology's IPO preparation on July 18, the robotics sector experienced a significant rally, with many stocks hitting their daily limit up [4][6]. - Notable stocks that surged include Wolong Electric Drive and Zhongdali De, among others, which saw substantial price increases [4][6]. Industry Trends - The article notes that the humanoid robotics market is witnessing a boom, with the stock market validating previous reports from Morgan Stanley and Goldman Sachs regarding the profitability of upstream supply chain companies in the humanoid robotics wave [9]. - The article emphasizes that the current market dynamics are influenced by several catalysts, including the IPO progress of Yushu Technology and the acquisition of a listed company by Zhiyuan Robotics [13][11]. Future Outlook - While the current surge in stock prices related to Yushu Technology is notable, the article suggests that this trend may not be sustainable in the long term, as the company is not expected to go public until mid-2026 [6][16]. - The competitive landscape in the humanoid robotics sector is intensifying, with many startups vying for market share, but the article expresses caution regarding the long-term viability of many of these companies [16].