GuShiio.com ① After the Spring Festival, more than 30 robot concept stocks hit a record high.
② Among the record high stocks after the holiday, many DeepSeek concept stocks were among the top gainers, among which Parallel Technology rose more than 80% in three trading days.
Financial Union, February 9 (Editor Niu Long) The index rebounded after the Spring Festival, and the number of stocks that hit record highs gradually increased. According to statistics, in the three trading days after the holiday, a total of 54 stocks hit record highs. This article will help investors sort out the situation of stocks that hit record highs after the holiday. Through understanding these stocks, they may provide some reference for their participation in the next market.
The above table lists individual stocks that hit record highs after the holiday in order of cumulative gains this week. Judging from the industries to which individual stocks in the table belong, there are more individual stocks in industries such as IT services, machinery and equipment, and auto parts. Judging from the concepts, there are more concept stocks related to robots, DeepSeek concepts, and driverless driving. In terms of total market value, more than 60% of individual stocks have a market value of more than 10 billion yuan, but most of them have a market value of between 10 billion and 50 billion yuan, and only 4 stocks have a total market value of more than 50 billion yuan.
Many robot concept stocks hit record highs again
The number of robot concept stocks in the above table exceeds 30, accounting for more than 60%. Although the last robot concept stock fell sharply before the Spring Festival, the sector regained its upward trend after the holiday, and many stocks ushered in a counter-underwriting trend and hit a record high. The robot sector is one of the sectors that has attracted the most market attention and the best sustainability this year. According to the latest research report of Founder Securities, according to Fortune Business Insights, the global humanoid robot market space is expected to increase from US$3.28 billion in 2024 to US$66 billion in 2032., corresponding to a compound annual growth rate of 45.5%. In addition to domestic companies such as Yushu, Zhiyuan, and Ubisoft accelerating the industrialization process, overseas manufacturers such as Tesla, Figure AI, and Nvidia have also continued to add code around software and hardware and carried out robot application exploration in different application scenarios, accelerating the industry. The trend is beginning to appear.
The only two stocks in the table with a market value of more than 100 billion yuan, Sanhua Intelligent Control and Top Group are also robot concept stocks. Among them, Sanhua Intelligent Control has started its main rise this year, with a cumulative increase of more than 50% during the year. Shen Wan Hongyuan’s latest research report pointed out that with the rapid development of the robot industry in 2025, especially the mass production forecast of Tesla’s humanoid robot Optimus, Sanhua Intelligent Control, as one of Tesla’s determined suppliers, is expected to benefit from the robot industry chain. With the outbreak of the chain, the valuation is expected to increase significantly.
Many DeepSeek concept stocks were among the top gainers after the holiday
Judging from the cumulative increase in record high stocks after the Spring Festival, 4 of the top 5 stocks are only DeepSeek concept stocks. During the Spring Festival, DeepSeek quickly emerged from the circle and became popular around the world. After the holiday, related concept stocks were sought after by funds without any suspense. The cumulative increase in the DeepSeek sector index after the holiday was close to 20%. Among them, the stock of the Beijing Stock Exchange, which ranks first in the list, has a cumulative increase of more than 80% in the three trading days after the parallel technology festival. The company is the top independent supercomputing service provider and general supercomputing cloud service provider in China. Currently, its smart computing cloud platform has deployed DeepSeek-R1, Smart Spectrum Qingyan and other mainstream models.
In addition, Meg Smart hit a record high for three consecutive trading days after the holiday. The stock is also the leading company in the DeepSeek sector. According to Meige Intelligent’s official Weibo, the company relies on its high-computing power AI module matrix and experience in deploying large end-side models, combined with the newly released AIMO agent products, and is accelerating the development of the DeepSeek-R1 model for end-side implementation and end-cloud integration. The overall plan helps domestic high-quality models penetrate thousands of industries and create an intelligent future together.
After Huawei Cloud, Tencent Cloud, Baidu Intelligent Cloud and other major platforms announced the launch of the DeepSeek model, many listed companies have recently revealed that they have connected to the DeepSeek model. DeepSeek’s popularity may continue in the short term. The latest research report “DeepSeek Ten Questions and Ten Answers” released by Huatai Securities Research Institute pointed out that DeepSeek’s main innovations include model architecture (Mixed Expert MoE, MLA), training methods (pure reinforcement learning), distillation optimization and inference efficiency improvement, etc., significantly improving AI algorithm efficiency and performance. The essence of DeepSeek is to optimize the efficiency of existing AI algorithms, which may lead to a decrease in training requirements in the short term. However, with the popularization of models and the expansion of application scenarios, long-term reasoning requirements will increase significantly.
