China's capital market has recently exhibited a resilient rebound amidst fluctuations, with the humanoid robot sector standing out as a particularly robust performer. The successful hosting of the world's first Robot Half Marathon in Beijing signifies a pivotal technological breakthrough, heralding 2025 as the inaugural year for mass production of humanoid robots. Leveraging its comprehensive industrial chain and advancements in intelligent technology, China is poised to nurture humanoid robots into a burgeoning growth sector, following in the footsteps of new energy vehicles. The introduction of Tesla's steering wheel-free Robotaxi and Optimus robot has further fueled market anticipation. Furthermore, in response to the volatility in A-shares triggered by the US tariff hikes in early April, Yao Shangkun noted that the national team and institutional investors swiftly intervened, effectively stabilizing the market and propelling A-shares into an 'eight-day winning streak'.
