Changes in Hong Kong stocks | Robotics concept stocks are once again, and the listing of Gao Yushu Technology is expected to reshape the humanoid robot circuit valuation system

The Zhitong Finance App learned that robotics concept stocks rose again. As of press release, Laifu Harmonic (03952) rose 7.22% to HK$64.6; Johnson Electric (00179) rose 5.5% to HK$20.9; Huahong Hongli (01347) rose 5.32% to HK$150.4; and Premium Choice (09880) rose 2.59% to HK$93.15.

According to the news, on August 10, Yushu Technology officially launched online and offline subscription. The issue price was 150.80 yuan/share, and the issuance price-earnings ratio was 219 times. The estimated listing market value was about 61 billion yuan. Industry insiders believe that as the target of the scarce A-share humanoid robot, Yushu Technology's high valuation has triggered a fierce market game. Its listing will not only test the company's own value, but will also reshape the humanoid robot circuit's first and second tier market valuation system and industrial chain development pattern.

Guoyuan International believes that the humanoid robot industry is in a critical window period of “technological breakthrough—capital inflow—product launch”. This week, Yushu Technology's IPO pricing was completed, Ant Lingbo launched large financing, and the Mercamander Hong Kong stock IPO was filed, confirming the high prosperity and capital appeal of the track from the secondary market and the primary market, respectively. It is recommended to focus on: suppliers of core components, machine manufacturers+AI algorithm and software platform companies.