HK Stock Market Move | Capitalization process accelerates and mass production gradually approaches. Estun Automation (02715) rises more than 20%, and Lai Fu Harmonics (03952) rises more than 13%.

Concept stocks of Siasun Robot & Automation Mostly Strong, as of the deadline, Estun Automation (02715) rose 20.35% to HK$23.06; Loufore Harmonic (03952) rose 13.08% to HK$73.4; MEDBOT-B (02252) rose 13.39% to HK$26.42; Shenzhen Zhaowei Machinery & Electronics (02692) rose 11.8% to HK$54.4; JOHNSON ELEC H (00179) rose 10.18% to HK$22.72; Zhejiang Sanhua Intelligent Controls (02050) rose 8.37% to HK$29.78. On the news front, on July 2nd, the official website of the China Securities Regulatory Commission showed that the China Securities Regulatory Commission approved Yushu Technology Co., Ltd.'s initial public offering of shares and application for listing on the Science and Technology Innovation Board. Industry insiders believe that the landing of Yushu Technology's IPO means that the first domestic "smart" stock in A-shares is about to be born, potentially systematically raising the valuation center of the domestic Siasun Robot & Automation industry chain. It is worth noting that in recent times, there have been frequent catalysts in the Siasun Robot & Automation industry. Previously, UBTECH ROBOTICS imitated Siasun Robot & Automation, attracting attention, with U1 orders exceeding 13,000 units. Overseas, NVIDIA has expanded its Siasun Robot & Automation research and development in Beijing, Shanghai, and Shenzhen; Tesla's Siasun Robot & Automation production is gradually approaching. Nomura research report pointed out that Tesla has raised its Fremont production line's annual production capacity target for the Optimus Gen 3 from the previous 50,000 units to about 70,000 units, and plans to add about 70,000 units of capacity in Austin by 2028, with a long-term total capacity target of 1.5 million units. Huaxin Securities believes that the current Siasun Robot & Automation sector is overall in a relatively appropriate position, with the T-chain catalyst gradually advancing, Optimus v3 expected to be released in mid-year, and optimistic about the sector's sustainability.