--- title: "Understanding the Market | Robot Concept Stocks Rise, Yushu Technology's Sci-Tech Innovation Board IPO Approved, Tesla's Optimus Set for Mass Production by Year-End" type: "News" locale: "en" url: "https://longbridge.com/en/news/294448373.md" description: "Robot concept stocks collectively rose, with SEER TECH and others showing significant gains. Yushu Technology's Sci-Tech Innovation Board IPO has received approval from the China Securities Regulatory Commission and will start subscription on August 10, being regarded as the first profitable valuation anchor in the humanoid robot sector. Tesla's Optimus mass production plan is advancing, with the Fremont production line expected to be operational by the end of 2026. WanLian Security pointed out that the humanoid robot industry is moving towards large-scale commercialization, with vast market potential in the future" datetime: "2026-07-31T03:29:52.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294448373.md) - [en](https://longbridge.com/en/news/294448373.md) - [zh-HK](https://longbridge.com/zh-HK/news/294448373.md) --- # Understanding the Market | Robot Concept Stocks Rise, Yushu Technology's Sci-Tech Innovation Board IPO Approved, Tesla's Optimus Set for Mass Production by Year-End According to the Zhitong Finance APP, most robotics concept stocks have risen. As of the time of publication, SEER TECH (06106) is up 14.3%, trading at HKD 56.35; Lifu Harmonics (03952) is up 8.3%, trading at HKD 53.5; Zhaowei Electromechanical (02692) is up 7.68%, trading at HKD 43.2; Geekplus-W (02590) is up 7.63%, trading at HKD 9.59; and Delta Electronics Holdings (00179) is up 6.18%, trading at HKD 18.21. In terms of news, on the evening of July 30, Yushu Technology announced that its application for the initial public offering of shares and listing on the Sci-Tech Innovation Board has been approved by the China Securities Regulatory Commission and will start subscription on August 10. It is reported that Yushu's listing is not only a milestone in the company's own capitalization but will also become the first profitable valuation anchor in the entire humanoid robot track. Previously, Tesla executives released a video interpreting the key points of the earnings call: the production line for the Optimus humanoid robot in Fremont will start production by the end of 2026, with a long-term planning annual production capacity of 1 million units, and the second production line in Texas has a long-term goal of a total annual production capacity of 10 million units. It is worth mentioning that, according to recent reports from CCTV Finance, a robotics company released a new humanoid robot product at the end of last month and has already received over 10,000 orders in less than a month. WanLian Securities believes that the humanoid robot industry is currently at the dawn of transitioning from technological breakthroughs to large-scale commercialization. With the combined push of policies and capital, AI large models continue to inject soul into robots, and humanoid robots are expected to form an emerging industry, gradually moving from the B-end to the C-end, with vast market space in the future. 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