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Since this year, many A-share companies have entered the robotics circuit through mergers and acquisitions, establishment of subsidiaries, and strategic cooperation, etc., and the stock prices of related listed companies have also surged one after another. Some companies already have a robot industry layout, but others have crossed borders. Some companies have alienated the robot circuit as a tool for “valuing and sustaining life,” and there are problems such as some conceptual hype greater than substance. Investors should be wary of “pseudo-robot stocks” that lack technical accumulation and order support, and focus on companies with solid R&D investment and clear commercialization paths.

智通財經·12/17/2025 15:57:04
語音播報
Since this year, many A-share companies have entered the robotics circuit through mergers and acquisitions, establishment of subsidiaries, and strategic cooperation, etc., and the stock prices of related listed companies have also surged one after another. Some companies already have a robot industry layout, but others have crossed borders. Some companies have alienated the robot circuit as a tool for “valuing and sustaining life,” and there are problems such as some conceptual hype greater than substance. Investors should be wary of “pseudo-robot stocks” that lack technical accumulation and order support, and focus on companies with solid R&D investment and clear commercialization paths.