Recently, Yushu Technology landed on A-shares, providing a comparable target for the smart sector with large-scale profitability and batch shipping capabilities. Market sentiment heated up, and racetracks such as humanoid robots, AI agents, and AI offices entered a period of revaluation. A number of private equity sources in the primary and secondary markets said that Yushu Technology's listing has to a certain extent established a reference frame for current racetrack valuation of humanoid robots and AI applications, but it may not necessarily become a sustainable valuation anchor for related sectors. AI applications are moving from conceptual storytelling to order verification, but the pace of fulfillment may still be slower than the “rise in market sentiment.” Furthermore, although the “scissor gap” between industry prospects and static performance is still significant, private equity institutions are still actively measuring the long-term value of this racetrack.

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