Humanoid robot concept remains active! Low-position stocks start reversal rally

English summary

### Humanoid robot concept remains active! Low-position stocks start reversal rally Time: 2026-07-31 17:46:38 Content: Today, A-share tech stocks collectively rebounded, but the previously reversed low-position stocks in the automotive supply chain did not show obvious capital outflows. With the continued positive sales of new energy vehicle terminals, the upstream and downstream of the automotive supply chain have begun to receive renewed capital scrutiny. It is worth noting that this round of rebound has a clear long-term industrial logic. Auto parts manufacturers not only benefit from the sustained volume of new energy vehicles, but there is another core advantage that the market is gradually paying attention to: the cross-track reuse of technology between automotive and robot components. Currently, Seres, Tuopu Group, Sanhua Intelligent Controls, BYD, and Haomei New Materials have all begun to cross into robot manufacturing from the traditional automotive supply chain. Taking Haomei New Materials as an example, the company has been deeply engaged in automotive lightweight aluminum profiles for years, and it is one of the few domestic enterprises with a full industry chain barrier from R&D, melting, mold, extrusion to precision processing. From raw materials to finished product delivery, the entire production chain is highly autonomous and controllable.