The humanoid robot concept is performing strongly, with Julun Intelligent hitting the daily limit.
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Humanoid robot concept stocks bucked the trend and performed strongly; Riying Electronics hit the daily limit.
According to Mars Finance, humanoid robot concept stocks bucked the trend and performed strongly, with Riying Electronics hitting the daily limit, and Wuzhou Xinchun, Fenglong Shares, Orbbec, Siling Intelligent Drive, Lixing Shares, and Buke Shares following suit. In related news, Tesla's Optimus is reportedly accelerating mass production. A Nomura research report states that Tesla has raised its annualized production target for the Fremont Optimus Gen 3 production line from 50,000 units to approximately 70,000 units, and plans to add approximately 70,000 units of capacity in Austin by 2028, with a long-term total capacity target of 1.5 million units. (Cailian Press)
The humanoid robot concept was active in early trading, with Shoukai Co., Ltd. hitting the daily limit.
Mars Finance reported on July 3 that humanoid robot concept stocks were active in early trading, with Shoukai Co., Ltd. hitting the daily limit, Leisai Intelligent achieving two consecutive daily limits, and Jingxing Paper, Zhongda Lide, Riying Electronics, and Wolong Electric Drive following suit. This surge is attributed to the China Securities Regulatory Commission's approval of Unitree Robotics' initial public offering (IPO) registration application on the Science and Technology Innovation Board (STAR Market). Unitree Robotics' IPO will involve a new share issuance ratio of no less than 10%, targeting a fundraising amount of 4.202 billion yuan. The funds raised will be invested in the research and development of intelligent robot models and robots, the development of new intelligent robot products, and the construction of an intelligent robot manufacturing base. (Science and Technology Treasure Broadcast)
Robotics concept stocks continue their strong performance; Leadsun Intelligent achieves three consecutive daily limit-up moves.
According to Mars Finance, the robotics concept stocks continued their strong performance from last week in early trading, with Leisai Intelligent achieving its third consecutive daily limit up, and Huayi Technology hitting the 20cm daily limit up. Fengyuzhu, Estun, Zhenghe Industrial, Wolong Electric Drive, and Dayang Motor also followed suit. In related news, on July 3rd, at the Beijing 2026 Global Digital Economy Conference, Tesla Vice President Tao Lin delivered a keynote speech, publicly confirming core plans: Tesla's Optimus humanoid robot will officially begin mass production by the end of 2026, with the Fremont factory's long-term designed annual production capacity target reaching 1 million units. (Cailian Press)
Robotics concept stocks continued to rebound, with Chunguang Technology hitting the daily limit.
Mars Finance reported on June 30th that the robotics concept continued its rebound, with Chunguang Technology hitting the daily limit, followed by Qianlong Shares and Zhongjian Technology. Estun also touched the daily limit, while Qiaofeng Intelligent, Genesis, Haozhi Electromechanical, and Huayi Technology all rose by more than 10%. In terms of news, a research report from CITIC Securities stated that the practical application of humanoid robots is a key focus of the market. Figure 03 has entered the BMW factory, and leading manufacturers are actively promoting the application of humanoid robots in industrial and other scenarios. As the generalization level of robots increases, their application scenarios are expected to further expand, and 2026 is expected to be a big year for the vertical application of humanoid robots. (Science and Technology Treasure Broadcast)
Liquid-cooled server concept stocks performed strongly, with Dayuan Pump Industry hitting the daily limit.
According to Mars Finance, liquid-cooled server concept stocks are performing strongly, with Dayuan Pump Industry hitting the daily limit, Feilong Shares nearing the limit, and Binglun Environment, Tongfei Shares, Tenglong Shares, and Yingweike following suit. On the news front, a research report from Everbright Securities believes that the rapid increase in computing power from AI, HPC, and hyperscale data centers is leading to a continuous increase in the heat density of data centers. Traditional air-cooling solutions are gradually becoming insufficient to meet the demands of high-power-density scenarios, and liquid cooling is becoming an essential solution for efficient heat dissipation. (Cailian Press)
In the afternoon, the robotics concept stocks surged again, with over 40 stocks, including Green Harmonic, hitting their daily limit.
According to Mars Finance, the robotics concept stocks surged again in the afternoon, with over 40 stocks including Green Harmonic, Top Group, Joyson Electronics, Guangyang Shares, and Fengguang Precision hitting their daily limit. Dozens of other stocks, such as Wanda Bearing, Haozhi Electromechanical, Fengli Intelligent, and Orbbec, rose by more than 10%. (Cailian Press)