Musk's Prediction Sparks Rally in Humanoid Robot Stocks; Leading Suppliers Hit Daily Limit
On September 3, humanoid robot concept stocks continued their rebound, with shares of Guansheng Co., Ltd. (605088.SH), Mingzhi Electric (603728.SH), and ASD (002403.SZ) hitting the daily limit up by midday. Other related stocks such as Zhaowei Electromechanical (003021.SZ), Jizhi Co., Ltd. (300553.SZ), and Topstar (300607.SZ) also followed with gains.
The market move was driven by Elon Musk's projection that the number of humanoid robots will exceed the human population within the next decade. His optimistic outlook has rekindled investor enthusiasm for robotics-related supply chains, particularly those linked to Tesla's ecosystem, often referred to as the "T-chain." Analysts suggest that companies providing core components and motion control solutions for humanoid robots are well-positioned to benefit from the anticipated industry growth.