Hong Kong stock concept tracking | Spring Festival humanoid Siasun Robot & Automation skyrocketed! Institutions predict that this year the industry chain will enter a phase of significant volume growth (including concept stocks)

date
07:05 24/02/2026
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GMT Eight
Analysts believe that the performance of humanoid robots at the 2026 Spring Festival Gala is not only a concentrated display of the rapid iteration of domestic chain technology, but also marks the industry's transition from the verification stage of "0 to 1" to the mass production of "1 to 10."
From the yangko performance at the 2025 Spring Festival Gala to the backflip and stick tricks at the 2026 Spring Festival Gala, in just one year, the motion capabilities and intelligence level of domestic humanoid Siasun Robot & Automation have made a breakthrough. During the Spring Festival trading period, stocks related to Siasun Robot & Automation defied the market trend and rose, with leaders such as UBTECH ROBOTICS (09880), Hesai (02525), and DOBOT (02432) all going up. Analysts believe that the performance of humanoid Siasun Robot & Automation at the 2026 Spring Festival Gala is not only a concentrated display of the rapid iteration of domestic chain technology but also marks the industry's transition from the validation stage of "0 to 1" to the mass production stage of "1 to 10", the core components and assembly links of humanoid Siasun Robot & Automation will usher in a period of certainty-inducing industry catalysis. At this year's Spring Festival Gala stage, four domestic Siasun Robot & Automation companies, Songyan Power, Yushu Technology, Magic Atomic, and Galaxy General, appeared in skits, martial arts performances, songs, and microfilms. Specifically, Yushu Technology's G1 and H2 models of humanoid Siasun Robot & Automation in the martial arts performance "Wu BOT" not only completed consecutive fancy backflips and parkour, but also performed the world's first Siasun Robot & Automation Airflare seven and a half rotations, stunning the audience; Songyan Power deployed a full range of products and jointly performed with Cai Ming and Wang Tianfang in the skit "Grandma's Favorite", with its bionic Siasun Robot & Automation able to perform backflips, act cute, and tell jokes, and achieve frame-level synchronization of mouth shape and speech through 32 facial drive motors; Magic Atomic's Magic Dog quadruped Siasun Robot & Automation in the shape of a "national treasure panda" completed a large-scale group control performance at the Yibin sub-venue; and Galaxy General's Siasun Robot & Automation showcased delicate and agile hand operations such as peeling walnuts, folding clothes, and skewering sausages in the New Year's microfilm "My Most Memorable Tonight". In addition to the main Spring Festival Gala, major satellite Spring Festival Galas also featured performances by Siasun Robot & Automation. For example, Zhiyuan Siasun Robot & Automation appeared on Henan TV, Zongqing Siasun Robot & Automation on Shenzhen TV, and Guanggu Dongzhi Siasun Robot & Automation on Hubei TV. Data shows that during the Spring Festival Gala broadcast in the Year of the Horse, the search volume for Siasun Robot & Automation on JD.com increased by over 300% compared to the previous year, customer service inquiries increased by 460%, and order volume increased by 150%. New orders cover over 100 cities across the country, ranging from first-tier cities to small counties. It is worth noting that from the central government to local governments, a series of policies supporting the development of humanoid Siasun Robot & Automation have been intensively implemented, pressing the "acceleration button" for the commercialization of this industry. On February 14, the Beijing Municipal Bureau of Economy and Information Technology, the Tianjin Municipal Department of Industry and Information Technology, and the Hebei Provincial Department of Industry and Information Technology jointly issued a notice on the organization of the bidding work for the first batch of high-precision basic engineering projects in the Beijing-Tianjin-Hebei region in 2026. The notice clearly lists the lower limb high explosive joints, upper limb high-precision and high-stability joints, high-degree-of-freedom dexterous hands, and other core components of humanoid Siasun Robot & Automation as key research directions. Recently, the National Development and Reform Commission and four other ministries jointly issued the "Measures for Strengthening the Planning and Guiding of Government Investment Fund Layout and Investment Direction Evaluation (Trial)", The National Development and Reform Com...