Hong Kong Stock Market Movement | Robot Concept Stocks Rise Across the Board, Spring Festival Gala Sparks Robot Boom, Institutions Optimistic that Leading Companies Will Launch Large-Scale Production

LootboxPhobia · 2026-02-20T03:52:22+00:00

Robot concept stocks generally rose, with multiple companies like Yuejiang and Hesai-W experiencing significant gains. The Spring Festival Gala sparked a robot craze, and searches and orders for JD.com related products surged significantly. Dongwu Securities analysts believe that the future robot industry will achieve large-scale mass production, with a focus on companies capable of mass production.

LootboxPhobia

2026-02-20 03:52:22

Abstract generation in progress

Crypto Finance APP reports that robot concept stocks are broadly rising. As of the latest, Yuejiang (02432) increased by 6.52%, trading at HKD 42.5; Hesai-W (02525) rose by 6.05%, at HKD 214; Suteng Juchuang (02498) gained 5.76%, at HKD 36.38; Shoucheng Holdings (00697) increased by 5.24%, at HKD 2.21; UBTECH (09880) rose by 3.19%, at HKD 142.4.

On the news front, the Year of the Horse Spring Festival Gala sparked a robot craze. Songyan Power, Yushu Technology, Magic Atom, and Galaxy General showcased in four major categories: skits, martial arts, songs, and micro-movies. It is reported that a series of精彩的 robot performances not only attracted widespread audience attention and went viral on social media but also boosted platform sales. According to JD.com, during the two hours after the Gala aired (February 16, 20:00-22:00), JD robot search volume increased by over 300% compared to the previous period, customer inquiries rose by 460%, and order volume grew by 150%. Additionally, Yushu Technology founder Wang Xingxing revealed that by 2026, Yushu Technology aims to ship approximately 10,000 to 20,000 units.

Dongwu Securities believes that significant progress in the core capabilities of robots is the key to the robot Spring Festival Gala gaining renewed attention, and also the key for robots to truly move from laboratories to factories. From 2021 to 2025, the robot industry chain will complete its transition from 0 to 1, and looking ahead to 2026, Tesla and leading domestic companies will simultaneously begin large-scale mass production, opening a new chapter of 1-10. Regarding investment targets, further convergence is expected, and it is recommended to focus on leading stocks with actual mass production capabilities and supply chain integration.

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