$LAIFUAL(03952.HK) rose over four percentage points, $Ondas(ONDS.US) rose over two percentage points, while $UBTECH ROBOTICS(09880.HK) and $ROBOTPHOENIX(06871.HK) were slightly down. The robot stocks were quite scattered that day.
$LAIFUAL(03952.HK) makes harmonic reducers, directly supplying joints for humanoid robots, following expectations of upstream volume expansion; $UBTECH ROBOTICS(09880.HK) and $ROBOTPHOENIX(06871.HK), which are whole-machine and body manufacturers, are instead seeing profit-taking. Has the component side already realized order expectations first, while the whole-machine side is still waiting for mass production to materialize? It looks more like that; the money in the industrial chain now favors upstream segments with higher certainty.
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