The resumption of trading on June 18, 2026 showed that the automation equipment sector showed a good upward trend, closing up 1.43%, with a transaction volume of 94.153 billion yuan throughout the day, showing a trend of increasing volume.
The National Standing Committee has increased its focus on intelligent manufacturing, and the demand for transformation of humanoid robot production lines has been released, with reducers and precision testing equipment leading the way.
The turnover of small-cap stocks within the sector has increased significantly, funds prefer flexible varieties, and the trend differentiation is obvious.
The following is a detailed analysis of the rising logic of 6 related stocks.
The first is Green Harmonic (688017), which specializes in harmonic reducers, which are the core transmission components of humanoid robots and have a leading domestic market share.
The company is simultaneously deploying clean robots, overseas manufacturers continue to increase orders, and production capacity is also constantly expanding.
There is broad room for domestic substitution of high-end components, which provides strong support for its future development.
Topstar (300607) is mainly engaged in industrial robots and injection molding automation equipment. It develops self-developed servo control systems and its business covers lithium battery and 3C automated production lines.
Updating of downstream manufacturing equipment has led to a recovery in orders, small and medium-sized models have been shipped in batches, and performance recovery expectations are strong, which is also an important factor in the rise in its stock price.
Bezi Technology (603082), as a supplier of intelligent logistics automation equipment, is deeply involved in complete sets of warehousing and sorting equipment, and is affiliated with leading companies in new energy and e-commerce.
There are sufficient automated warehousing renovation projects, and they are small-cap circulation disks. The implementation of production capacity supports revenue growth, and its performance is relatively outstanding in the sector.
Bojie Co., Ltd. (002975) focuses on automated testing equipment for the electronics industry, covering consumer electronics and computing power component testing tracks.
Its equipment customization capabilities are outstanding, overseas customers have stable supply, and high-end testing equipment has gradually realized import substitution, demonstrating strong competitiveness.
Juzi Technology (300802) is mainly engaged in automated optical inspection equipment and industrial control power supplies, with a leading market share in 3C and photovoltaic inspection equipment.
Self-developed visual inspection algorithms, equipment demand in multiple industries are growing simultaneously, and the product line has strong anti-cyclical properties, giving it a certain degree of stability in market fluctuations.
Hongying Intelligent (001266) is mainly engaged in intelligent electronic control automation systems for engineering machinery, which are suitable for the intelligent transformation of mining and engineering equipment.
Revenue and profit increased significantly in the first quarter, localized penetration of electronic control products accelerated, and demand for downstream infrastructure equipment picked up, driving up its stock price.
It should be reminded that the above is only a record of the after-hours market review and does not constitute any investment advice.
The risk of stock market fluctuations is high. Investors should exercise prudent judgment when making investment decisions.
