A-shares fluctuate and rebound, humanoid robots make a strong comeback! Han's Laser surges over 7%, Robot ETF Huaxinfu(159213) rises over 2%, is this the best "hitting zone" for humanoid robots right now?

On March 10, the A-share market fluctuated upward, with technology stocks surging across the board and the robotics sector making a strong rebound! As of 14:37, the Robotics ETF Huichainfu (159213) rose over 2%!

The constituent stocks of the Robotics ETF Huichainfu (159213) showed mixed performance, with Han’s Laser up over 7%, Top Group and Lude Harmonic up over 3%, Shuanghuan Transmission up over 2%, Stone Technology up over 1%, and iFlytek, Inovance Technology, and others slightly higher.

【Top Ten Constituents of the Robotics ETF Huichainfu (159213) Index】

As of 14:39, the constituent stocks are for display purposes only and do not constitute investment advice.

【Spring Festival Gala Robots Dominate Screens, But Post-Holiday Market Doesn’t Follow Suit—What’s Going On?】

Kaiyuan Securities believes that: First, there is market disturbance at the capital level. The event of robots appearing on the Spring Festival Gala was preheated before the holiday, and some funds cashed out afterward, affecting the overall trend of the sector; second, after a year of hype, the robotics sector is at a high position, with a switch in investment style and market concerns about the vacuum period before Tesla V3’s launch; third, from a technical perspective, the display of parkour, flips, and fine operations at the Gala marks a leap in the “small brain” (motion control) technology of robots. However, it has not touched the core “big brain” (decision-making and generalization ability) breakthrough. When technological iteration enters a plateau, market focus shifts from “storytelling” to “performance,” making pure concept hype unsustainable. Fourth, there are concerns that Tesla’s robot release may be delayed or fall short of expectations.

【Is Now the Best “Swing Zone” for Humanoid Robot Deployment?】

Kaiyuan Securities points out that in the short term, the market’s doubts about the timing and progress of Tesla V3 have led to a continued adjustment of the sector after the holiday. However, from industry progress, Elon Musk has been frequently hyping on social media, and orders from various suppliers are gradually accelerating after the New Year (PPA). The short-term outlook for the humanoid robot sector is expected to rebound. In the long term, Elon Musk previously announced plans to build a production base in Texas with an annual capacity of 10 million units, expected to start operation in 2027. During Tesla’s Q4 earnings call in January, it was announced that the company will cease production of the Model S and Model X flagship vehicles and convert the Fremont factory into an Optimus humanoid robot production line, with an annual capacity of up to 1 million units. Tesla has clear expectations and plans for robot production. Therefore, it is reasonable to believe that after a deep correction, sector sentiment is expected to warm with the release of Tesla V3, kicking off a new wave of robot market opportunities. Currently, this is the best “swing zone” for deployment.

(Source: Kaiyuan Securities 20260308 “Two Sessions Signal Positive Outlook, Robot Sector Seizes Best Deployment Opportunity Before Tesla V3 Launch”)

【Global Tech Giants and New Entrants Fully Enter the Humanoid Robot Arena—Industry Mass Production Turning Point Has Arrived!】 Embrace the new era of humanoid robots, with a trillion-yuan growth potential. Focus on the Robotics ETF Huichainfu (159213), linked funds (A: 024768, C: 024769) tracking the CSI Robotics Index, which has a 69% humanoid robot content. The index’s structure aligns closely with the industry chain, providing investors with a one-click tool to deploy investments across robots and related sectors.

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