2025-12-25 01:23:21

The robot concept has been making frequent moves recently. Hangzhou Six Little Dragons and Cloud Deep Initiatives have started the IPO process, UBTECH plans to acquire Fenglong Shares for 1.665 billion yuan, with a potential return to the A-share market, and will resume trading tomorrow.

From a supply chain perspective, Zhucheng Technology, as the exclusive supplier of high-reliability connectors for robots, has entered the small batch delivery stage of the Walker S2, which is the most noteworthy. Sanhua Intelligent Controls, as the main supplier of joint assemblies, holds a core position in the sector. Tianqi Shares and UBTECH jointly established "Wuxi Youqi," which had good recognition in the early stages but is currently in a downward trend, requiring observation of subsequent performance. The entire industry chain is accelerating integration, presenting both opportunities and challenges.

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0xSoulless

· 2025-12-27 21:57

Ah, here we go again, harvesting the little guys. How long can the robot concept last this time?

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AlwaysAnon

· 2025-12-27 12:23

Zhu Cheng Technology is indeed interesting; the position as an exclusive supplier still holds some weight. The small batch delivery of Walker S2 needs to be closely monitored.

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RetailTherapist

· 2025-12-27 10:32

This wave of the robot sector is indeed consolidating, but I find the exclusive supplier position of Zhucheng Technology a bit questionable. Can it really be a choke point? I'm optimistic about the small batch delivery of Walker S2; Sanhua Intelligent Controls is truly the core, after all, the joint assembly is essentially the lifeline. The joint venture between Tianqi and UBTECH is a bit disappointing; who dares to take over in a downward trend... The night before resumption of trading is always prone to hype around concepts. Let's see the real performance tomorrow, everyone.

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PebbleHander

· 2025-12-25 01:53

Zhucheng Technology's exclusive supplier work really hit the mark. Walker S2 small batch delivery—this is a real order, much more reliable than those concept hype.

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HypotheticalLiquidator

· 2025-12-25 01:53

Zhucheng Technology's exclusive supply is indeed quite exciting, but don't be fooled by the "exclusive"—this is the seed of systemic risk. Once the upstream chain breaks, the entire ecosystem will be directly liquidated at the price. Sanhua Intelligent Controls holding the key joint assembly is where the real risk control threshold lies. Is Tianqi Corporation's "Wuxi Youqi" now on a downward trend? Uh... it feels a bit like a domino effect. High recognition in the early stages might actually be a sign of excessive borrowing rates. Aren't there many examples of trading suspension after a rebound?

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CommunityJanitor

· 2025-12-25 01:47

Zhucheng Technology's exclusive connector positioning, this is the true moat.

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GasFeeNightmare

· 2025-12-25 01:40

Zhucheng Technology is indeed quite interesting; the exclusive supplier of connectors and this kind of positioning is really cool. But bro, has Sanhua Intelligent Controls been overhyped a bit? We need to stay calm and watch.

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ImaginaryWhale

· 2025-12-25 01:24

Zhu Cheng Technology has been on my radar for a long time. The Walker S2 small batch delivery is really a key milestone, and being an exclusive supplier is definitely a moat. Tianqi Shares are indeed a bit underwhelming; the joint venture project is now declining, which is a bit awkward. Will UBTECH rebound tomorrow after resuming trading? Honestly, I’m not very optimistic. Sanhua Intelligent Control is truly stable; the joint assembly positioning is reliable. The robotics track is good, but the real profit still depends on the details of these supply chains. Can this wave of industry chain integration produce a few ten-bagger stocks? Uncertain.

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