After several consecutive days, A-shares ushered in ** on Monday, of which the Shanghai Composite Index fell nearly 1% and returned to below 3,000 points again. On the disk, a large number of "equipment" plates such as industrial machine tools, new industrialization, automation equipment, and robots have collectively moved, setting off a tide of price limits. 
Some investors said that the performance of Monday's market, on the one hand, is a continuation of the concept of "new quality productivity" last week, and on the other hand, it is a reaction to the latest blockbuster news at the top.
Over the past weekend, the fourth meeting of the Financial and Economic Committee pointed out that it is necessary to study the issue of large-scale equipment renewal and the trade-in of consumer goods, and to study the issue of effectively reducing the logistics cost of the whole society. The scope of this trade-in includes not only traditional consumer goods such as automobiles and home appliances, but also various production equipment such as machine tools, boilers, and paint equipment.
This is the third recent mention of "large-scale equipment refresh and trade-in of consumer goods". The first two were the ** Economic Work Conference in December 2023 and the "Advanced Level of Energy Efficiency, Energy Saving Level and Access Level of Key Energy-using Products and Equipment (2024 Edition)" issued by the Ministry of Industry and Information Technology of the People's Republic of China in January 2024.
Guojin ** believes that under the encouragement of policies, investment in high-end manufacturing is expected to maintain a high degree of prosperity, which in turn will boost the demand for machinery and equipment. It is recommended to pay attention to machine tools, industrial robots, etc. for production equipment, and it is recommended to pay attention to railway equipment, ships, etc. for service equipment.
Humanoid robots are on fire again
Among these "devices", the concept of robots is undoubtedly the most topical. On the one hand, Tesla CEO Elon Musk re-issued the humanoid robot Optimus, compared with the previous one, the robot's walking speed and stability have improved significantly, and for the first time it has demonstrated the ability to "turn"; On the other hand, Amazon founder Bezos, Nvidia and other big tech companies are racing to invest in humanoid robotics startup Figure AI, which has previously received support from OpenAI and Microsoft. Nvidia also announced that it will host GTC 2024 at the San Jose Convention Center from March 18-21, where it will unveil the latest breakthroughs in accelerated computing, generative AI, and robotics.
The plate set off a tide of price limits
The robot sector performed strongly on Monday, and the sector index rose 437%。In the 9 trading days since the A-share round bottomed out**, the robot sector index has risen by more than 30%.
*In terms of Kunbo Seiko's 30cm daily limit, Zhongwei Electronics, Mahe shares, BlueSword Intelligence, TZTEK Technology and other 13 shares have a 20cm daily limit; There are also 26 shares such as Dongfang Precision, Southern Precision, and Liancheng Precision, which also rose on Monday. That is to say, 40 of the 305 robot concept stocks on Monday are up and down, with a probability of about 13%. 
Tens of billions of giants have a daily limit
Among the robot concept stocks with a daily limit, Estun has attracted more attention, after all, it is the only robot concept stock with a market value of more than 10 billion **. The stock traded at 643% opened sharply higher, and after the opening, it went all the way up, touched the daily limit at about 9:49, and then maintained a high level of operation, and closed the daily limit at about 14:27. ** When there is still 130,000 hands sealed the daily limit, according to the latest ** price of 1728 yuan, about 23 million yuan of funds. The latest market value is 15 billion yuan. In the past 9 trading days, Eston has risen by 4922%, during which the daily limit was recorded twice.
There are different opinions in the stock bar
For those who have 7650,000 shareholders of Eston, for the recent strength of the stock price, the stock bar is not one-sided optimistic, bearish shareholders said that Eston has increased the volume, may be **; Some investors also said that the turnover was too high and could not rise in the short term; There are also shareholders who think that Eston has reached the pressure level and should be closed when it is good; There are also shareholders who say that so many people blow robots, and there is a high probability that they will be cool.
Of course, shareholders who are optimistic about Eston said that this kind of opening on Monday is the bookmaker to absorb chips, and look forward to the board**; There are also shareholders who say that demon stocks are all from rotten boards; There are also shareholders who said that Eston has performance, technology, and can be firm. 
Shenzhen-Hong Kong Stock Connect seats sold more than 40 million Judging from Monday's Dragon and Tiger list data, Shenzhen-Hong Kong Stock Connect seats are in the sell of one seat, with a net sale of 4275620,000 yuan. There is also an institutional seat in the sell three seats, with a net sale of 1145 on Monday240,000 yuan. From the perspective of the active sales department, Huaxin Shanghai Branch had a net ** 1947 on Monday50,000 yuan. 
Institutions are bullish on the concept of robots
From the perspective of mechanism, robots, especially humanoid robots, have a lot of imagination. According to the International Association of Robotics**, by 2030, the global humanoid robot market will grow at a compound annual growth rate of 71%. The Chinese Institute of Electronics also predicts that by 2030, the market size of China's humanoid robots is expected to reach about 870 billion yuan, with a large growth space.
Humanoid robots represent the future and have huge potential market and technology spillovers, according to Pacific**. In the foreseeable future, with the continuous progress of large-scale models and humanoid robots, the next decade will see more industrialization cases landed. The rush to enter the market by tech giants is a strong proof of this. CITIC believes that the robot sector is strong after the Spring Festival, mainly due to the expected improvement in the progress of Tesla's humanoid robot industry chain, the AI giant igniting the fire of robot technology innovation, and the continuous positive update of the policy side and the manufacturer side, in addition to the alleviation of liquidity problems also provides conditions for the plate. 2024 will be a year of rapid development of humanoid robots, and it is recommended to pay attention to high-certainty companies at the core of humanoid robots. Southwest ** is even more blunt that the humanoid robot industry is in the late stage of the 0-1 stage, and a huge industrial trend will be formed. Tesla, Xpeng, Huawei, etc. have deployed humanoid robots to lead industrial transformation. With the blessing of AI, it is expected to solve the problem of the versatility of humanoid robots. National policies encourage and support the development of the humanoid robot industry, which is expected to accelerate the technological progress of the neck link. Of course, some investors said that although the market has been significantly upward recently, the plate rotation is very obvious, such as the previously strong financial sector, which ushered in a significant ** on Monday. For the robot concept, it is also necessary to be prepared for this "flash in the pan".
Article**: Oriental Wealth Research Center).