The market has been quite lively these days. Robot concept stocks suddenly surged in the afternoon, with a batch of stocks like Sanhua Intelligent Controls, Wanxiang Qianchao, New Times Da, Fenglong Shares, Tianqi Shares, Founder Motor, and Tair Shares hitting the daily limit. Changying Precision, Zhongda Lide, Wolong Electric Drive, and Green Harmonics, which followed suit, also performed well, with their gains ranking among the top. An important catalyst behind this is that the Ministry of Industry and Information Technology recently established the Standardization Technical Committee for Humanoid Robots and Embodied Intelligence on December 26, 2025, responsible for drafting and revising industry standards in this field. Looking at the timeline, the robot sector has been consolidating for some time. Compared to the more popular AI computing power and commercial aerospace sectors, it hasn't been in the forefront. But now, the signal is that funds are gradually entering, and more and more stocks are showing signs of large capital inflows. Whether it can become the core theme of the market remains to be seen.

At the same time, AI applications are also active. Kute Intelligent, Oriental Communication, Nanxing Shares, Hubei Radio & Television, and Aerospace Information all hit the daily limit, with Blue Focus, Tax Friends, and China Science Financial following closely. The automotive parts sector is also strong, with Tianming Technology, Shanzi High-Tech, Wanxiang Qianchao, Zhejiang Rongtai, and Tianpu Shares taking turns hitting the daily limit.

Interestingly, digital currency concept stocks have been quite volatile. Digital Certification once surged over 17%, Yuyin Shares and Aerospace Information hit the daily limit, Hanwei Technology and China Science Financial also gained over 5%. The main catalyst is that the central bank recently announced that starting from January 1, 2026, the balance of digital renminbi wallets will accrue interest at the same rate as demand deposits. If this policy is implemented, China will become the world's first economy to introduce an interest mechanism for central bank digital currencies, which is indeed significant.

Commercial aerospace saw some adjustments in the afternoon. Leike Defense hit two consecutive daily limits, and companies like Hualing Cable, Haichang New Materials, Great Wall Electric, and Oriental Communication also hit the daily limit. According to industry data, from 2025 to November, the global average monthly launches exceeded 26, truly entering a "weekly launch" rhythm. Among them, China had conducted 87 launches in 2025, with 84 successful, and private commercial rocket companies undertook 23 missions, successfully deploying 324 satellites. China's commercial space industry has now reached a scale of 2.5 trillion to 2.8 trillion yuan, with an annual compound growth rate of over 20%, and more than 600 companies within the industry. This growth rate and scale are indeed supporting the enthusiasm for this sector.