Meng Qi, manager of Jingshun Great Wall Fund: The robot industry is accelerating its evolution, investment needs to adhere to long-termism.

On August 11th, during the live broadcast of the 2025 World Robot Conference, Meng Qi, a manager at Shenzhen Capital Group Fund, stated that the robot industry is currently experiencing a crucial period of "transitioning from crawling to running and dancing", with application scenarios accelerating. Investments need to focus on enterprises that truly possess technological iterative capabilities and practical application scenarios. Regarding the fluctuations in the robot sector, Meng Qi believes that as a "newborn" sector, fluctuations are inevitable, but a wave-like upward trend can be observed in the market, with the expectation that next year's mass production of Tesla's Optimus Prime may strengthen certainty. Looking ahead to the development and investment in the robot industry, Meng Qi emphasized the need for a long-term perspective, with companies needing to maintain focus, craftsmanship, and continuous innovation, while investors need to start from fundamentals and a long-term perspective, uncovering high-quality enterprises and growing with them.