On November 4, the humanoid robot sector surged significantly, with the concept index rising by more than 8% by the close of trading. Among individual stocks, Dingzhi Technology surged by 30%, while Tianqi Stocks, Kele Sensing, Leisai Intelligence, Mingzhi Electric, and other stocks were all capped at their daily limit.

On the news front, there have been numerous catalysts for humanoid robots.

Firstly, the 2024 Global Mobile Broadband Forum (MBBF 2024), hosted by Huawei, was held recently. The GTI, in collaboration with GSMA, China Mobile, TelefonicaAIS, HKT, ZAIN, LEJU Robot, and Huawei, released the "Smart Network and Smart City" plan, focusing on technological innovations such as 5G-A, AI, and humanoid robots.

Secondly, there have been frequent catalysts in the robotics field in November. The 2024 Global Mobile Robot New Product Launch Roadshow Day will be held on November 5, and the XPeng AI Technology Day will be held on November 6, sharing the latest progress and breakthroughs in various fields such as AI robots and flying cars.

Thirdly, Guosheng Securities released a research report on the machinery and equipment industry, pointing out that Thalys & Chongqing are accelerating their layout in robotics, and a resonance between China and the United States in the industry is expected to begin. Specifically, Thalys has recently released numerous job postings related to robotics, including positions such as robot integration assistant engineers and embodied intelligent embedded development. The Chongqing government has also released the "Chongqing 'Robot+' Application Action Plan (2024-2027)," outlining its layout for the 'Robot+' ecosystem.

Additionally, the state has recently introduced several policies to promote the growth of the robotics industry. The "14th Five-Year Plan for Intelligent Manufacturing Development" emphasizes supporting the scale-up and strengthening of the intelligent manufacturing equipment and robotics industries. These policies have not only greatly encouraged the robotics industry but have also been a key factor driving the recent surge in stock prices. As the policy advantages gradually become apparent, enterprises in various segments of the robotics industry will face more development opportunities.

Humanoid robots involve numerous components, and the quality of stocks within the sector varies. Here, the author has compiled a list of some representative stocks for your reference.

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