Yushu Technology's IPO ignites 20 robotics concept stocks! How to choose?

Yushu Technology plans to raise 4.2 billion yuan in its STAR Market IPO, with projected revenues of 1.7 billion yuan (+335%) and net profit of 600 million yuan (+674%) by 2025, directly benefiting 20 A-share stocks!
Why is the robotics concept hot?
Humanoid robots are a hot track! National policies promote mass production. Yushu is a "hardcore player" with a 70% market share in quadruped robots worldwide. After going public, it becomes the "No. 1 humanoid robot stock," boosting the entire industry chain.
The 20 stocks fall into three categories: equity appreciation for shareholders (Shoukai Shares, Jinfeng Technology); supply chain (Changsheng Bearings, Green Harmonics) relying on core component orders; and partners (Lingyun Optics, Shengtong Shares) sharing technological dividends.
Yushu's listing redefines robot valuation, shifting capital focus from "concept hype" to "performance," accelerating domestic substitution (90% of components are domestically produced), and speeding up commercialization (performances on the Spring Festival Gala, sales on JD.com). But beware of technological iteration (like Tesla's pure vision) and valuation bubbles.
In the short term, focus on supply chain orders (Zhongda Lide, Changsheng Bearings); long-term, watch for technological barriers (Mingzhi Electric's hollow cup motors).
Humanoid robots are a decade-long track. Don't chase pure concepts—focus on those with strong "technology + scene" advantages! Keep an eye on Yushu's production capacity realization.
#Robotics Yushu Technology#震荡行情交易策略