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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PebbleHander

· 5h ago

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

· 5h ago

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

· 5h ago

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

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GasFeeNightmare

· 5h ago

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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ValidatorViking

· 5h ago

Supply chain resilience is the real battleground here... Can Zhu Cheng Technology's exclusive connector position hold up? I always feel that this kind of monopoly situation will eventually be broken.

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ImaginaryWhale

· 6h ago

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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