The robotic concept sector rose nearly 2% more than 1.2 billion yuan, the main funds raised 6 concept stocks

Text | Zhang Ying Ren Shi Bi

On June 21, the robotic concept sector performed brightly, rising by 1.81%as a whole, and winning the Shanghai Stock Exchange Index (0.26%). In terms of individual stocks, 13 concept stocks, including McGee's shares, Shinshi Electronics, Giant Wheel Intelligence, Galaxy Electronics, Xinshida, etc., have a collective limit of collective stocks. Robots, Baiao Smart, Blue British equipment, and Jintuo shares also rose 16.91% respectively by 16.91%, respectively. , 16.50%, 16.07%, 11.22%. At the same time, the main funds of the market are also actively deployed. Data from Flush Shun shows that on June 21, the robot concept sector overall showed a trend of net inflow of funds, with a total of 993 million yuan. Among them, the net inflow of the main funds of 40 concept stocks exceeds 10 million yuan. Golita, Gree Electric, Robot, Kobe Electronics, Hikvision, Hiechki, and Harl Zhijia have the net inflow of the main funds of more than 100 million yuan. The total net inflow of main funds reached 1.25 billion yuan. Looking at the news, there are two "robots" in China that have appeared in China, which has formed good for the robot concept sector. Midea Group released the first home service robot on June 9th, which plans to mass production and listing in the domestic market in the second half of this year. On the evening of June 8, the Jiji car jointly founded by Baidu and Geely released the first car robot production concept car Robo -01. Earlier, Musk also said on a social platform that the second Tesla AI (Artificial Intelligence Day) event was postponed until September 30, and there may be a humanoid robot Optimus prototype operation. In this regard, Liu Youhua, deputy director of the Volunteer Wealth Research Department interviewed by the reporter of the Securities Daily, said, "The concept of robotics is a track of policy support and high growth. In the context of industrial upgrading, aging population, and high labor costs, The demand for robots is constantly improving. With the continuous upgrading of intelligent technology and the continuous enrichment of application scenarios, the market share in the field of robot services and manufacturing will usher in a large growth space. The compound growth rate of the robot industry is expected to reach 20 %. "With the development of science and technology, people's lifestyles are also continuously improved, and the sales of flip -sweeper robots continue to rise. According to the "2022 -2025 China Sweeping Robot Product Market Analysis Research Research Report from 2022-2025" released by the Xinshijie Industry Research Center, in 2021, China's omni -channel retail sales of the omni -channel of the Chinese scan robotic robotics Market potential. Suning data shows that this year's "6.18" Suning Tesco store sweeping robot sales increased by 165%year -on -year. On June 20, the Global Development Report released by the China International Development Knowledge Center pointed out that automated production lines and intelligent robots will replace a large number of workers engaged in repetitive and mechanical work, which may cause large -scale traditional labor dense Disappearing in professional positions. It is estimated that from 2020 to 2025, about 85 million jobs around the world will be replaced by machines. China Sea Oil said on June 21 that China's first "dual -frequency 5G+Industrial Internet" smart refinery construction project was completed and put into operation in its China Sea Refinery Huizhou Petrochemical Factory. Monitoring and other 8 intelligent weapons and 1 ecological composition. After the project is put into use, the automatic collection rate of production data will exceed 98%, the equipment preventive maintenance rate will reach more than 97%, the cost of monitoring of factory decreases by 30%, and the incidence of production accidents will be reduced by 80%. "Technology is the first productive forces. At present, it is necessary to get rid of the" middle income trap "in China. It still needs to vigorously develop high -end manufacturing, break the technological blockade, and promote the progress of the science and technology field. Intelligent manufacturing equipment innovation and development actions, research and development of industrial robots such as intelligent welding robots, intelligent mobile robots, semiconductor (clean) robots. From the perspective of industry development, as artificial intelligence technology is becoming more mature, some risk coefficients are higher or precise than precision. In the high industry field, robots can already replace artificially to a certain extent, ensure product quality, and improve production efficiency; in life, robots can also help deal with some trivial matters in life and provide convenient services for life. Development prospects and space. But in terms of investment, investors should look at it rationally, and give reasonable valuations in conjunction with the company's actual performance and industry prospects. "Chen Li, chief economist of Chuancai Securities and director of the Institute, to reporters to reporters express. In the past month, some rating agencies have expressed their optimism with robotic concept stocks. Specifically, there are 35 related concept stocks who have given "buy" or "increase holdings" and other optimistic rating. Among them, Gree Electric has the most optimistic rating. It is 9 times. Igishi, Yahua Group, superstar technology, Hikvision, Hikvision, and Hedida have been optimistic about the number of rated times. Table: On June 21, the robot concept stocks sought after by the main funds of more than 10 million yuan

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