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The 18 hero stocks of the robot's six doors sit in a row.
Heavyweight stocks: [Taoguba]
Sanhua Intelligent Controls: the No. 1 heavyweight stock, the core “central” main leader. It has just pulled back and rebounded off the yearly moving average, with the stock price currently at a relatively low level. If you’re looking for stability + safety + peace of mind, this one is undoubtedly the best choice. Even when it drops 1-3% in early trading next Monday, it’s still a buying point. The 60-day moving average is around 47; if it can pull back to that level, that would be perfect!
Inovance Technology and Tuopu Group: although they are also heavyweight stocks with market caps of over 100 billion, their popularity and standing are completely incomparable to Sanhua’s. So Sanhua is still the better one. These two are not good choices and, in general, won’t be considered.
Green (Green) Harmonic: a domestic leader in the harmonic reducer industry, with a high level of name recognition—anyone who isn’t illiterate can get it instantly. This guy was already mentioned several times in early May; back then, it was said to be the robot stock with the best-looking chart structure. Sanhua is only fit to give it a chamber pot. It’s still very strong now, with an oscillating upward trend.
These four are all “big-butt” types. If you follow a leading-stock strategy and pursue “the strong stay strong,” then Green (Green) Harmonic is definitely the one. If you’re pursuing stability and safety, then it’s definitely Sanhua Intelligent Controls. It all depends on your style—choose the mode you like.
The top 3 “Si” stocks: the surge is a bit tear-jerking.
Estun: the strongest stock recently, sometimes with two consecutive limit-ups, constantly setting new highs.
Top Speedway (Tuosida): a 3-series elasticity stock—its upside has strong “snap,” but the price action is rising to a high position; it may pause or consolidate.
Kewos: low level.
“Umi” concept: these guys all start their rise from low levels, are more like a rebound after being extremely oversold. Their chart patterns are relatively bad, and you can’t really say much about their staying power. In general, you don’t chase after them. But after a failed breakout and when they rest for 3-4 days, they often offer decent dx entry points.
Shoukai Shares: last year’s 6+5 consecutive limit-up leader. In one wave it jumped 3-4 times—absolutely incredible. Right now, after adjustments are fully in place, it’s starting a low-level breakout. It’s the strongest one-character limit-up. If it opens after a blowout volume breakout, then it’s worth keeping an eye on. Xingxing Paper is next. These two are mainly cross-industry participation and equity investment concepts.
Wolong Electric Drive and Kingfa Technology: both have relatively solid robot-concept theme. Last year they also rose in sync from August to September, in a “twin engines flying side by side” pattern.
Zhongda Lide and Changsheng Bearings: in January to February last year, these two were the strongest picks for the Umi concept hype. Zhongda has also occasionally hit limit-ups recently, but its pattern—big rises and big falls—doesn’t look very sustainable. As a 3-series elasticity stock, Changsheng has adjusted for a year and a half. However, last night the company itself announced: “revenue share in the embodied intelligence components field is less than 1%.”
Other “hardcore” stocks with relatively solid logic:
Leisai Intelligent: expected profit growth for the 2026 interim report + humanoid robots + dexterous hands. The strongest is two consecutive one-character limit-ups. After opening, you can watch for opportunities to find dx entry points.
Zhaowei Mechanical and Electrical: Hong Kong stock—surged 26% on Friday.
Kedali: broke through to new highs.
Robots + bonus issue and ex-rights:
Zhenyu Technology: PE of 32x, relatively low; earnings up 287%—quite good.
Ruidi Intelligent Drive: previously kept falling for a while. It didn’t move much.
Zhejiang Rongtai: after ex-rights, it fell in two major waves—very thoroughly adjusted.
Jiangsu Leili: previously kept falling for a while.
The “final egg” implied in the wording: two 688 stocks—expectation is a slow bull upward pattern.
Lingyun Optical: the theme is very solid—optical communications + physical AI + robot stocks. Also, in the Q1 report, the performance is up 1233%, which is explosive; the interim report is also expected to surge sharply. Gross margin 42%, net profit 33%—both are extremely high.
ORBB (Aubei) Zhongguang: the theme is very solid—physical AI + robot stocks.