On December 9, the three major indexes collectively adjusted, as of the close, the Shanghai Composite Index fell 0.05%, the Shenzhen Component Index fell 0.55%, the ChiNext fell 0.81%, the Science and Technology Innovation 50 Index fell 1.09%, more than 2,000 stocks rose in the two cities, and the turnover of the Shanghai and Shenzhen markets today was about 1.63 trillion yuan.

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concept of robots is among the top gainers, and Mitutoyo Intelligent (300276. SZ) rose 20%, Keli Sensing (603662. SH) rose 10%, and Hanyu Group (300403. SZ) rose 9.6%, and Efort (688165. SH) rose 9.5%, Jiangsu Leili (300660. SZ) rose more than 9%.

The implementation of a series of domestic supportive industrial policies, coupled with the increase in investment and positive progress made by industry giants, have become the most direct driving force for the strengthening of the humanoid robot sector in the near future. Recently, Dongguan Arctic Vision Machinery Co., Ltd., wholly owned by Huawei Technologies Co., Ltd., has undergone industrial and commercial changes, and its registered capital has increased from 870 million yuan to 3.89 billion yuan.

Shanghai Securities said in a recent research report that with the intensive catalysis of the industrial side, the development of the humanoid robot industry chain has been further accelerated, and it has now entered the industrial scene and has become an application trend with high certainty at home and abroad. The humanoid robot industry chain is currently in the stage of accelerating from "0-1" to "1", and 2024 is the first year of commercialization of humanoid robots.

The concept of PEEK material is strong, and China Research Co., Ltd. (688716. SH) rose 20%, Fuheng New Materials (832469. BJ) rose more than 13%, Zhongxin Fluorine Materials (002915. SZ) rose 9.98%, and Huami New Materials (836247. BJ) also rose.

On the news side, the recent PEEK material concept has been driven by the continuous outbreak of the concept of humanoid robots, and the market attention has increased significantly. According to the research report of Guojin Securities, the production of 10 million humanoid robots will generate 35 billion yuan of PEEK demand, and by 2027, the domestic demand for PEEK materials will reach more than 16.7 billion yuan, which obviously boosts the market's future expectations for PEEK materials.

The CRO concept is active, and WuXi AppTec (603259. SH) rose 6.81%, and Gloria (002821. SZ), PharmaBlock (300725. SZ), Hanyu Pharmaceuticals (300199. SZ) are up.

On the news side, recently, the Armed Services Committees of the Senate and House of Representatives of the United States Congress announced the final agreement text of the National Defense Authorization Act (NDAA) for fiscal year 2025, which takes into account the proposals of both the House of Representatives and the Senate. The latest version of the NDAA shows that the Biosafety Act is not included.

Southwest Securities released a research report saying that in the first three quarters of 2024, the revenue of the CXO industry will rebound quarter by quarter, but the overall profit is still under pressure. In the short term, commercial orders continued to be digested, and the apparent performance of CDMOs was under pressure; The overseas mature CXO clinical pipeline is progressing steadily, and the preclinical demand still needs to be repaired. In the long run, AI technology is widely used in all stages of new drug development and in multiple disease fields. Emerging businesses such as CGT are still in the early stage of development, and order acquisition + R-end construction determines the core competitiveness.

The AI direction is also active, and Jincai Internet (002530. SZ) rose 10%, and Wondershare Technology (300624. SZ), Kunlun Wanwei (300418. SZ), EclickWorld (301171. SZ) are up.

On the news side, OpenAI's second bullet is coming: 12 examples to strengthen professional learning reasoning, Altman called it the biggest surprise of the year. U.S. AI application stocks continued to rise sharply on Friday, with the total market value of AppLovin, a major advertising and marketing company, once exceeding $130 billion.

On the list of decliners, photovoltaic equipment, semiconductors, and CPO concept stocks weakened, and Zhongji Innolight (300308. SZ), Accelink (002281. SZ), BIWIN Storage (688525. SH) declined; Real estate, securities, etc. also weakened, and China Fortune (600340. SH) fell 10%, Shenzhen Industry A (000006.SZ) fell more than 5%, and Oriental Fortune (300059. SZ) also fell.

Author: Flying Fish

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