Orient Securities: AI industry testing demand remains robust; domestic manufacturers are poised to continue benefiting.

The bank believes that domestic manufacturers of testing equipment and key components stand to benefit from the convergence of strong demand driven by AI hardware upgrades and the trend toward domestic substitution.

Zhitong FinanceJun 4 16:35

Express News | The robotics sector continued its upward trend, with the E Fund Robotics ETF (159530) seeing significant capital inflows for two consecutive days.

BreakingsMay 22 19:58

Infrastructure for embodied AI accelerates! ChinaAMC Robotics ETF (562500), the largest robotics ETF by scale, rose more than 2% in the afternoon session, with a cumulative gain of over 33% since April 8.

Gelonghui, May 22 – The humanoid robot sector continued its recent upward trend today, with component stock Aopute rising nearly 15%, and Bojie Shares and Kelai Electromechanical both hitting the daily trading limit, driving the ChinaAMC Robotics ETF (562500) up by 2.11%. Trading volume reached RMB 1.004 billion, and the ETF has gained 33.33% cumulatively since April 8. The sector’s strength today was primarily driven by multiple positive catalysts on the policy, industrial, and capital fronts: ① Strong policy support: At a press conference, the National Development and Reform Commission announced it will accelerate the development of embodied intelligence training infrastructure to support high-quality data collection and model training, enhancing robots’ general-purpose capabilities across multiple scenarios.

Gelonghui FinanceMay 22 14:13

OPT (688686): Revenue and Profit Growth in 2025, Driven by Industrial AI to Continuously Break Through High-Value Scenarios

In 2025, the company’s revenue increased by 39.24% year-over-year, and net profit attributable to shareholders rose by 36.63%. The company reported revenue of RMB 1.269 billion in 2025, up 39.24% year-over-year; net profit attributable to shareholders amounted to RMB 186 million.

Guosen SecuritiesMay 19 18:56

Q&A with the Company | OPPOT: The visual lenses supplied by the company to its robotics clients are all independently designed optics, with no single mandatory standard for lens material.

On May 19, the investor relations platform reported that an investor asked Oppt on the interactive platform: Must the lenses of the cameras supplied by the company for high-end autonomous driving and advanced humanoid robots use molded glass? Oppt replied that the vision lenses supplied to robot clients are all independently designed by the company, and there is no single mandatory standard for lens materials. Selection is prioritized based on customer requirements and application scenarios.

Gelonghui FinanceMay 19 09:09

The solid-state battery industry summit is approaching, with the industrialization process continuing to advance, and these stocks frequently being surveyed by institutions.

The 3rd AEPT Solid-State Battery Industry Summit and the 2026 Starting Point Solid-State Battery Technology Forum will be held in Shanghai from June 16 to 17, 2026.

cls.cnMay 12 17:55