On July 31, the Robot ETF (560770) opened with a 5.23% increase. Key stocks such as Han's Laser rose over 8%, while Gree Harmonic and Haoshi Motor surged over 15%. According to Choice data, the ETF saw a net subscription of 261 million yuan in July.
The countdown to Yushu Technology's IPO, announced on July 30, is significant for the sector. The initial inquiry date is set for August 5, with subscription days on August 10. Analysts suggest that Yushu's IPO will provide a new pricing anchor for the sector, potentially reshaping the valuation benchmarks for core component manufacturers.
Market data indicates that the CSI Robot Index fell by 19.92% in July, with a latest PE-TTM of 53.81, below the median of the past three years. Institutions predict that 2026 will be a crucial year for humanoid robots, with potential breakthroughs in shipments and orders in the second half of the year. Analysts believe that the sector has absorbed previous bubbles and may see renewed momentum with Yushu's listing and Tesla's production ramp-up.
Editor's Note
The upcoming IPO of Yushu Technology is poised to impact the robotics sector significantly, providing a new valuation reference for core component manufacturers. As the market adjusts, the focus will shift from speculative investments to tangible production milestones and order fulfillment, which could reshape the competitive landscape in humanoid robotics.
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