--- title: "Is this the Spring Festival Gala? It's clearly a rotation of themes in the A-share market." type: "News" locale: "en" url: "https://longbridge.com/en/news/276089725.md" description: "The 2026 CCTV Spring Festival Gala showcased advanced technology themes, highlighting sectors like robotics and AI, which are of great interest to stock market investors. Notable A-share companies mentioned include Xinlian Integrated Circuits, Kunlun Tech, and Zhaowei Electromechanical, among others, involved in various tech applications from humanoid robots to drones. The event emphasized the integration of technology in entertainment and daily life, signaling potential investment opportunities in these sectors as the Year of the Horse approaches." datetime: "2026-02-17T02:34:58.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/276089725.md) - [en](https://longbridge.com/en/news/276089725.md) - [zh-HK](https://longbridge.com/zh-HK/news/276089725.md) --- # Is this the Spring Festival Gala? It's clearly a rotation of themes in the A-share market. The 2026 CCTV Spring Festival Gala for the Year of the Horse has just ended, and the technological elements continue to be prominently featured, mentioning multiple popular sectors even more densely and directly than the 2025 Spring Festival Gala for the Year of the Snake. It's practically an upgraded version of a "tech concept stock conference"! Although it didn't involve encryption, it basically covered all the themes that stock market investors care about most. Robots, especially humanoid robots, directly "invaded" multiple programs, becoming the biggest focus. ...\> Related A-share listed companies: - Xinlian Integrated Circuits (688469): Equity + Electric Drive Chip Cooperation - Kunlun Tech (300418): Equity Binding + Large Model Support ### Unitree Technology The martial arts program "Wu BOT" features robots performing "Cyber ​​Kung Fu" in collaboration with Henan Tagou Martial Arts School, showcasing comprehensive upgrades in power control, dynamic balance, and move connection. Compared to the Yangko dance of last year, this year they directly practiced martial arts, showing a clear upgrade. Related A-share listed companies: Leo Group (002131): Directly holds shares in Unitree Technology. Zhongda Lide (002896): Core reducer supplier. Mingzhi Electric (603728): Hollow cup motor supplier. The skit "Grandma's Favorite," featuring Cai Ming and Wang Tianfang, uses robots as "family assistants" and emotional companions, highlighting their application in elderly care scenarios. Related A-share listed companies: Zhaowei Electromechanical (003021): Micro-drive system/dexterous hand collaboration. Tianqi Shares (002009): Deep integration of industrial/service scenarios. alt="qhpUk2UBwt5SVrvOI1KxEdvEcvVwOVwg7CherTKI.jpeg"\> ### Galaxy Universal The Lunar New Year short film "My Most Unforgettable Tonight" features Shen Teng, Ma Li, and others on stage, with the character embodying a large-scale robot model and demonstrating autonomous decision-making. - Tianqi Shares (002009): Joint venture to establish Wuxi Tianqi Yinhe (holding 50% stake) - Joyson Electronics (600699): Supply of customized main control boards ## AI large model / cloud service / multimodal interaction Deep integration with ByteDance: Volcano Engine (cloud computing + multimodal large model) + Doubao (AI assistant) run throughout the event, participating in program production, online interaction, red envelope lottery, technology gift packs, etc. Doubao launched the second phase of its live stream, offering red envelopes and tech gift packs, with Volcano Engine supporting high-concurrency interaction. Doubao launched the second phase of its live stream, offering red envelopes and tech gift packs, with Volcano Engine supporting high-concurrency interaction. Doubao launched the second phase of its live stream, offering red envelopes and tech gift packs, with Volcano Engine supporting high-concurrency interaction. ## Drones/Low-Altitude Economy At the Yibin branch venue, in the program "Standing Upstream," ten "Cloud Shadow" drones (tail-seat ducted vertical takeoff and landing type) developed by Chengdu Aircraft Industry Group took off vertically from the river surface, then transitioned to level flight and changed into a wedge formation, skimming over the banks of the three rivers and six banks. When Dilraba performed "When Will the Locust Flowers Bloom?", she stood on a dazzling stage suspended above the Yangtze River. This stage was actually the world's first mobile sea airport designed for eVTOL (electric vertical takeoff and landing aircraft), independently developed by Peakfly Aviation. Related A-shares: - Wanfeng Auto Wheel (002085), CITIC Offshore Helicopter (000099): Leading companies in low-altitude aircraft operation and manufacturing. ... Other topics include chips, Beidou navigation, intelligent driving, VR/AR/XR, etc., which will not be listed here. Wishing everyone a prosperous Year of the Horse! ### Related Stocks - [300418.CN](https://longbridge.com/en/quote/300418.CN.md) - [003021.CN](https://longbridge.com/en/quote/003021.CN.md) - [512480.CN](https://longbridge.com/en/quote/512480.CN.md) - [159998.CN](https://longbridge.com/en/quote/159998.CN.md) - [512760.CN](https://longbridge.com/en/quote/512760.CN.md) - [159995.CN](https://longbridge.com/en/quote/159995.CN.md) - [512720.CN](https://longbridge.com/en/quote/512720.CN.md) - [588780.CN](https://longbridge.com/en/quote/588780.CN.md) - [159325.CN](https://longbridge.com/en/quote/159325.CN.md) - [588170.CN](https://longbridge.com/en/quote/588170.CN.md) ## Related News & Research - [China’s chip dream: Loongson challenges Intel, fuelled by Beijing’s tech drive](https://longbridge.com/en/news/286178095.md) - [China unveils GPU-free LineShine supercomputer with 2.45 million domestic CPU cores](https://longbridge.com/en/news/286741960.md) - [China's CXMT expects revenue to surge as memory chip demand soars](https://longbridge.com/en/news/286706506.md) - [Zhaowei Machinery's Q1 Slump, Puts Robotics Narrative Under Pressure](https://longbridge.com/en/news/285381014.md) - [Buy this China chip stock, Citi says](https://longbridge.com/en/news/286775385.md)