Surge in Humanoid Robots and Optimism for New Energy Sector Amid Market Fluctuations

Sudden Surge! Humanoid Robots Experience Mass Limit Up! Despite setbacks, the new energy sector remains optimistic.

On April 23, the A-share market saw a significant increase in trading volume, reaching a total turnover of <b>12.6 trillion yuan</b>, which is an increase of over <b>140 billion yuan</b> compared to the previous trading day. Nine stocks reported transaction volumes exceeding <b>5 billion yuan</b>, with <b>BYD</b>, <b>New Ease</b>, <b>Lakala</b>, <b>Luxshare Precision</b>, and <b>PetroChina Capital</b> leading the pack. BYD's trading volume surged to <b>9.22 billion yuan</b>, closing with a gain of <b>4.83%</b>.

On the market front, sectors related to the humanoid robot industry showed strong performance, with segments such as reducers, humanoid robots, PEEK, and industrial mother machines leading the gains. Previously popular stocks such as <b>Xiangyang Bearing</b>, <b>Qinchuan Machine Tool</b>, <b>Zhaowei Electromechanical</b>, <b>Hangzhou Gear</b>, and <b>Southern Precision</b> hit their daily limits.

According to <a href=''>Guangming Daily</a>, on April 22, the Beijing Municipal Development and Reform Commission announced that in the second quarter, Beijing will implement an industrial upgrade action. The city plans to accelerate the gathering of leading companies and key component manufacturers in the robot industry and will host the World Humanoid Robot Games in the second quarter. <b>Everbright Securities</b> predicts that 2025 will be a breakthrough year for mass production in the humanoid robot sector, with production levels reaching tens of thousands, thereby driving downstream industries into a phase of steady growth.

Despite the recent pullback in various sectors such as seed industry, gold, grain, poultry, and new retail, the market remains optimistic about the humanoid robot industry, given the current advancements in hardware technology.

In terms of new energy generation, a report released jointly by the <b>Global Energy Internet Development Cooperation Organization</b> and the <b>National Climate Center</b> on April 21 predicts a significant growth in global renewable energy generation capacity. It estimates that by 2025, global wind and solar power generation capacities will increase by over <b>10%</b> and <b>30%</b> respectively compared to 2024.

As China's dual carbon goals progress, the importance of renewable energy in the national power system continues to rise. The <b>China Electricity Council</b> reports that by the end of 2024, the installed capacity for renewable energy, including wind, solar, and biomass, is expected to reach <b>1.45 billion kilowatts</b>, surpassing coal power for the first time.

The latest data from the <b>National Energy Administration</b> indicates that in the first quarter of 2025, the total electricity consumption nationwide reached <b>2.38 trillion kilowatt-hours</b>, a year-on-year increase of <b>2.5%</b>. Among this, clean energy generation from hydro, nuclear, wind, and solar power accounted for <b>0.7 trillion kilowatt-hours</b>, marking an increase of <b>10.3%</b>.

New industries, models, and driving forces are emerging as core drivers of electricity consumption growth. With the boost from AI, big data, cloud computing, and 5G technologies, the average daily electricity consumption for internet and related services saw a year-on-year increase of <b>25.7%</b> in the first quarter, highlighting the vibrant growth of the digital economy.

In February, the National Energy Administration issued the <b>2025 Energy Work Guidance</b>, which sets a target for total power generation capacity to exceed <b>3.6 billion kilowatts</b> this year, with an additional <b>200 million kilowatts</b> in new renewable energy capacity.

In terms of stock performance, the new energy sector has seen many companies face a slowdown due to intensified competition and fluctuations in domestic and international demand. According to <b>Securities Times Data Treasure</b>, as of April 23, stocks in the new energy sector have averaged a decline of <b>3.9%</b> this year, underperforming the Shanghai Composite Index.

Despite the lackluster performance in the secondary market, institutional interest in new energy stocks remains high. Data shows that this year, a total of <b>88</b> concept stocks have undergone institutional research, with <b>12</b> stocks being researched more than three times.

For example, <b>BYD</b> received institutional research <b>21 times</b> this year and reported sales of over <b>4.4 million</b> vehicles equipped with Level 2 or higher driving assistance systems. In the first quarter of 2025, BYD's new energy vehicle sales exceeded <b>1 million</b>, marking a year-on-year increase of <b>59.8%</b>, solidifying its position as the top seller globally.

Looking ahead, forecasts from multiple institutions indicate that <b>49 new energy stocks</b> are expected to see net profit growth rates exceeding <b>20%</b> over the next two years. Key players such as <b>BYD</b>, <b>Yinwei Lithium Energy</b>, <b>JinkoSolar</b>, <b>Dewei Co.</b>, and <b>Guoxuan High-tech</b> are included in this group.

As of April 23, among the <b>49 stocks</b>, <b>26</b> had rolling price-to-earnings ratios below <b>30</b>, and <b>8</b> had price-to-book ratios below <b>2</b>. Notably, some stocks showed significant upside potential, with <b>19</b> stocks having a price increase potential of over <b>30%</b>, and <b>6</b> stocks exceeding <b>50%</b>.

<b>Disclaimer:</b> All information provided by Data Treasure does not constitute investment advice. The stock market carries risks, and investors should proceed with caution.