By Wang Jingru, Securities Daily
February 24, 2025
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Surge in Institutional Research Activity
Institutional investors have significantly intensified their research focus on emerging industries since February, with market enthusiasm continuing to escalate. According to Wind Info data, as of February 23, 466 listed companies on the A-share market have undergone institutional research. The electronics components and equipment, healthcare, and application software sectors emerged as primary targets for institutional scrutiny. Leading this trend, Shanghai United Imaging Healthcare Co., Ltd. received visits from 342 institutions, topping the research list. Other specialized industry leaders like Beijing Yuxing Technology Group Co., Ltd. and Orbbec Technology Group Co., Ltd. also attracted over one hundred research institutions each, reflecting concentrated interest in innovation-driven enterprises.
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Strategic Shift Toward Intelligent Industries
Ye Yindan, researcher at the Bank of China Research Institute, emphasized the strategic redirection of institutional attention: “As the new technological revolution advances profoundly, research priorities have clearly shifted toward intelligent industries possessing core technological barriers. The artificial intelligence and robotics industry chain—encompassing both hardware suppliers at the foundational layer and solution providers at the application layer—has become pivotal. Their technological breakthroughs and commercialization progress now serve as critical indicators for capital market value discovery.” This strategic pivot underscores how the robot industry’s development trajectory influences broader investment decisions across multiple sectors.
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Financial Technology Transformation Through AI
Within fintech, research centered on AI’s potential to revolutionize banking IT infrastructure. Representatives from Jingbei Fang Information Technology Co., Ltd. revealed to investigating institutions that as major AI models gradually become open-source, deployment costs decline correspondingly. This cost reduction accelerates banking sector demand for artificial intelligence integration. Current priorities include research and trial implementations of large-scale models for intelligent investment advisory, risk control, operational maintenance, office automation, and customer service systems. Several banking institutions have already operationalized these applications, signaling tangible progress in financial AI adoption.
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Medical AI Achieves Multi-Sector Breakthroughs
The medical AI sector demonstrates parallel advancements across multiple domains. United Imaging Healthcare executives highlighted critical AI applications in medical imaging and radiotherapy, noting how these technologies substantially enhance clinical diagnostic efficiency while optimizing therapeutic decision-making. By elevating the intelligence level of existing equipment, AI effectively revitalizes aging medical apparatus, extending their functional lifespan and operational value. These innovations position medical AI as a transformative force in healthcare infrastructure modernization.
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AR Display Technology Nears Industrialization
Augmented reality display technologies have captured institutional attention due to accelerating industrialization. Zhejiang Crystal-Optech Co., Ltd. executives emphasized the enormous market potential for human-environment interaction through near-eye displays. The company anticipates diverse hardware and ecosystem configurations for AR glasses tailored to specific user scenarios, with each technological pathway offering distinct market opportunities. Crystal-Optech reported strong technological positioning and client engagement within reflective optical waveguide solutions, indicating readiness for commercial scaling.
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AI Investment Enters Scenario Validation Phase
Multiple institutional research reports indicate AI investments have progressed into a “scenario validation period.” The proliferation of open-source AI models continues to reduce application-layer costs, accelerating technological maturation and market penetration. Enterprises demonstrating dual capabilities in technical cost-reduction and commercial monetization stand to gain significant valuation premiums. This phase represents a critical inflection point where practical implementation outweighs theoretical potential, particularly for robot industry applications requiring seamless AI integration.
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Robot Industry Chain Captures Market Spotlight
The robot industry chain commands exceptional market attention, evidenced by robust performance metrics. Wind Info data reveals the humanoid robot sector surged 24.89% month-to-date, substantially outperforming the CSI 300 Index. Within this thriving robot industry segment, individual stocks demonstrated remarkable activity. Orbbec Technology Group Co., Ltd. achieved a historic intraday high of ¥75.50 per share, while Guogao Electric Co., Ltd. drew market notice after its closing price deviated by over 30% across three consecutive trading sessions.
| Company | Key Performance Indicator |
|---|---|
| Humanoid Robot Sector | 24.89% monthly growth (outperformed CSI 300) |
| Orbbec Technology Group Co., Ltd. | Historic intraday high of ¥75.50 per share |
| Guogao Electric Co., Ltd. | 30%+ price deviation across three sessions |
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Global Expansion Strategies in Robotics
During institutional research sessions, numerous robotics enterprises highlighted accelerated global strategic deployments. Guangdong Opt Machine Vision Co., Ltd. executives emphasized substantial growth in overseas localized sales and service teams. The company leverages global technical service units, product application centers, and regional sales forces to meet international client demands while persistently expanding foreign markets. This globalization trend within the robot industry reflects Chinese manufacturers’ strategic positioning for worldwide supply chain integration.
Orbbec Technology Group concurrently revealed its commanding position in China’s service robot 3D vision sensor market, alongside aggressive expansion into industrial robotics. Company representatives stated: “We’ve cultivated industrial robotics as our secondary growth engine, establishing partnerships covering smart factories, warehouse logistics, intelligent inspections, and diverse application scenarios.” This dual-market approach exemplifies how robot industry leaders diversify revenue streams while strengthening technological ecosystems.
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Valuation Restructuring in Robotics Sector
Zhang Xiaorong, Dean of the DeepTech Research Institute, contextualized the robotics sector’s momentum: “The humanoid robot segment’s robust performance fundamentally mirrors accelerated AI industrialization. Currently positioned at the valuation restructuring phase preceding full-scale industrialization, domestic enterprises conduct forward-looking layouts through technology exports and scenario expansion.” This strategic positioning may yield competitive advantages within global supply chains as the robot industry approaches its commercial inflection point. Industry analysts anticipate sustained capital inflow into robotics, particularly for companies demonstrating cross-border technology transfer capabilities and scalable implementation frameworks. The ongoing valuation recalibration reflects long-term confidence in the robot industry’s capacity to integrate AI innovations into tangible commercial applications across manufacturing, healthcare, and consumer sectors.