Robot Concept Stocks Surge as Xpeng‘s He Xiaopeng Denies “Human inside” Rumor
BEIJING – Shares in companies linked to the humanoid robot sector rose sharply on November 6th, fueled by industry optimism and a direct response from Xpeng founder He Xiaopeng to circulating rumors about his company’s “IRON” robot. The gains come as analysts predict a shift from early-stage advancement to commercialization within the industry.
According to a research report from CITIC Construction Investment, the humanoid robot industry is accelerating from a “0~1” phase – initial concept and development – to a “1” phase, signifying increasing commercial viability. The report suggests the sector is poised to enter a period of consolidation, favoring established players. This transition is expected to be bolstered by continued policy support, investment, and confirmed orders.
The rally appears partly triggered by developments surrounding Xpeng Robotics. He Xiaopeng personally refuted claims that the IRON robot contains a human operator, stating mass production of high-end models is anticipated by the end of next year.
Leading the gains were Sanhua Smart Control, up 7.35%, followed by Johnson Electric Holdings, rising 6.68%. Aberdeen Robot increased by 3.64%, while Jinli Permanent Magnet and Sagitar Juchuang saw gains of 3.92% and 2.79% respectively. Best choice closed up 1.66%.
Analysts at securities firms believe the industry is experiencing a period of intense catalytic activity, with the integration of humanoid robots into industrial applications becoming increasingly likely both domestically and internationally.
(Source: Daily Economic News)
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