CITIC Construction Investment: Yushu's IPO Price Exceeds Expectations, Benefiting the Robotics Sector

Comparing the news, the CITIC Construction Investment Research Report pointed out that Yushu's IPO price exceeded expectations and is expected to drive the valuation reshaping of in-house manufacturers. Yuki's IPO was priced at 150.80 yuan/share, corresponding to the issuance market value of about 61 billion yuan, exceeding previous expectations, and is expected to drive valuation reshaping by in-house manufacturers. Domestic chain manufacturers actively promote multi-dimensional capacity building such as the brain, cerebellum, and body, and actively explore applications in multiple industrial and commercial scenarios, and the scale of shipments continues to expand; as the level of generalization of robots increases, it is expected that their implementation scenarios will expand further.

Physical AI is the next wave of artificial intelligence. Robots are one of the best physical carriers of AI, and the development trend of the industry is clear. The subsequent release of Optimusv3 and mass production progress, the launch of new domestic robots, the promotion of IPOs for robotics companies, and application implementation will continue to catalyze the sector market. It is recommended to focus on quality links.