The Zhitong Finance App learned that the decline in robotics concept stocks increased. As of press release, Johnson Electric Holdings (00179) fell 6.73% to HK$13.02; Sanhua Intelligent Control (02050) fell 4.68% to HK$20.76; Lansi Technology (06613) fell 3.37% to HK$17.5; and Mecamand Robotics (09615) fell 2.80% to HK$81.65.
According to news, Yushu Technology's stock price continued to fall on October 15. The intraday low of 404.03 yuan reached a new low, and the total market value fell below 165 billion yuan. Recently, Xiaomo covered Yushu Technology for the first time, giving it a “reduced holdings” rating, and set a target price of 300 yuan for December 2027. The bank still has a constructive view on the long-term prospects of the humanoid robot industry, and acknowledges YuShu's hardware platform and first-mover advantage. However, it believes that the current Yuki valuation fully reflects the “perfect execution” expectation.
According to a report by the Science and Technology Innovation Board Daily, the robot rental market fueled by the 2025 Spring Festival Gala once made “hard to find a plane” the norm. However, since this year, the daily rent for humanoid robots has dropped drastically, from a 10,000 yuan “daily salary” at the beginning of last year to 2,000 to 3,000 yuan at the beginning of this year. Currently, the daily rent for humanoid robots has fallen below 1,000 yuan. According to e-commerce platforms such as Xianyu, the starting rental price of Yushu Technology's humanoid robot, which is listed on the merchant page, has dropped to 289 yuan/day.