Chinese robotics stocks are drawing fresh market attention as investors look for new catalysts for the rally sparked earlier this year by DeepSeek’s advances in artificial intelligence. The Solactive China Humanoid Robotics Index has surged about 75% over the past year, quadrupling the gain in the CSI 300 Index. Dazzling performances by robots at a conference in Shanghai last weekend and the launch of a humanoid for under $6,000 are among the latest sources of enthusiasm. Supply deals with major names from Tesla Inc. to China tech giant BYD Co. continue to drive gains in shares of relatively little-known companies. Given the large number of small companies swarming into the rapidly growing field, stock listings and other deals are another big draw. “It’s hard to say which robotic companies will be the winners,” said David Choa, head of Greater China equities at BNP Paribas Asset Management Asia Ltd. “They come fast and then they go fast. However, I feel like it’s still early in the cycle that we can still participate the first wave.” The global humanoids market is expected to exceed $5 trillion by 2050, with China currently leading the development charge on strong government support, according to a Morgan Stanley report in May. Similar to what’s been seen with the DeepSeek boom, at least part of China’s edge comes down to affordability.

Full report : Robots Emerge as New Driver for China’s Tech Rally With 75% Jump.