Robot stocks surge on Tesla team's secret Yangtze Delta audit; Joyson up 6%

According to Gelonghui, A-share robot concept stocks surged across the board after reports that Tesla's humanoid robot team had conducted a secret supplier audit in the Yangtze River Delta. The rally was led by Fuliewang, up over 13%, and Xunjiexing, up more than 11%. Meihu Co., Guangri Co. and Mingxin Xuteng hit the 10% daily limit. Daye Co., Guanxiang Technology, Shenhao Technology and Lianhe Optoelectronics gained over 9%, while Kelai Electromechanical, Rongzhi Rixin, Yingkang Life and Wanxiang Qianchao also rose. Joyson Electronics, a key auto-parts supplier, climbed more than 6%. The report fueled speculation that Tesla is accelerating humanoid robot supply-chain preparations in China, lifting sentiment across automation, sensors, optics and components names. The broad advance highlights how sensitive the sector is to Tesla robot news.