This week marked a moment of adjustment in the A-share market as the Shanghai Composite Index slipped below the critical 3200-point threshold, reaching its lowest point in over two monthsMeanwhile, the ChiNext Index, which is known for housing technology and growth stocks, also failed to maintain the significant 2000-point levelDespite this downturn, certain sectors, particularly technology stocks, displayed resilience; the STAR 50 and the Northern Exchange 50 both managed to close in the green, albeit slightlyThe market's daily trading volume saw a further decline, dipping to around 1 trillion yuan, a level not witnessed in more than three months.

In the context of financing, there was a notable drop in the outstanding margin balance, decreasing by over 12.6 billion yuan this week aloneThis represents three weeks of net selling, primarily affecting a variety of industriesThe non-banking financial sector recorded net sales exceeding 2.7 billion yuan, while the computer sector faced a net sell-off of over 1.5 billion yuan

Additionally, industries such as non-ferrous metals, banking, and defense-related sectors also saw net sales surpassing 1 billion yuan.

Contrarily, data indicated that major funds have been taking advantage of buying opportunities, especially within the electronics sector, which saw a net inflow of 23.3 billion yuan throughout the weekOther industries like machinery, power equipment, and automobiles also reported substantial net inflows, with machinery seeing a continuous seven-day streak of positive inflowsConversely, sectors such as retail and public utilities experienced net outflows exceeding 2 billion yuan, while food and beverage, along with the coal sector, recorded outflows over 1 billion yuan.

Looking ahead, Zhongtai Securities pointed out that the domestic policy implementation phase is winding down, and a new policy cycle is yet to beginThe market is likely to exhibit a cautious wait-and-see attitude, especially with the upcoming return of Trump to the political scene and the Chinese New Year approaching

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As the market experiences a significant drop, trader sentiment appears to be steered towards a cautious waiting phasePreviously, the influx of retail investors and leveraged funds resulted in marked liquidity premiums, but a lack of strong catalysts for the market's next moves has led to profit-taking behaviors among trading funds.

On the other hand, Bohai Securities believes that, under the current management's strategy of "stabilizing" the stock market, the overall downside risk for the A-share market will be controlledAlthough the market's bottom formation often appears complex, this period can offer continuous investment opportunities for capital to get positionedThose willing to make purchases during relative lows are more likely to see enhanced returns even amidst price fluctuations.

In terms of market trends, the ongoing 2025 Global Consumer Electronics Show (CES) drew attention this week, showcasing humanoid robots as the show’s standout feature

This hype around robotics led to a rally in related stocks, with the sector index experiencing a remarkable surge of 9.62%. Companies like Maidi Technology hit their daily limits for three consecutive days, while Wuzhou Xinchun achieved a similar feat for two daysOther stocks such as Zhaomin Technology and Beite Technology reached record highs, reflecting the booming interest in humanoid robotics.

Chinese-made robots shone at the CES as Nvidia showcased the latest products from 14 humanoid robot firms it collaborates with, six of which are Chinese companies like Xpeng Motors, Yushu Technology, and Galaxy General RoboticsThis spotlight brilliantly emphasized China's rising status in the global robotics industry.

Listed company Zhao Wei Electromechanical also announced on their interactive platform that they would exhibit their robotic dexterous hands and industry-driven solutions at the 2025 CES

This announcement positively impacted their stock, which saw a continuous surge, hitting its limit-up for two straight days, overall jumping an impressive 31.33% throughout the week to achieve a historic high.

Long Ying Precision also actively participated in CES, showcasing components for humanoid robots including dexterous hands, screw rods, joint sensors, and rotational actuators to overseas clientsThe company saw a solid upward trend, with a remarkable 7.1% gain in a week, despite the general market downturn.

Further amplifying the excitement in the humanoid robot market, Tesla CEO Elon Musk recently aimed to produce thousands of Tesla's Optimus humanoid robots by 2025. If everything goes according to plan, they project a tenfold increase in production by 2026, targeting an output of 50,000 to 100,000 units with the prospect of scaling operations significantly in subsequent years.

In the recent past, a variety of institutions have been proactively issuing predictions regarding the future of humanoid robots

Citigroup opined that by 2050, the global humanoid robot market will reach a staggering valuation of 7 trillion dollars, with an estimated population of around 648 million humanoid robots, covering about half of the total global automotive ownership.

Within the Chinese market, the High-Tech Industry Research Institute forecasts a substantial growth trajectory, predicting that the humanoid robot market in China could reach 2.158 billion yuan by 2024, escalating to approximately 38 billion yuan by 2030, reflecting an annual compound growth rate exceeding 61%.

Furthermore, Guotai Junan pointed out that 2025 will potentially mark the year of industrialization for Tesla's humanoid robots, with domestic automakers and leading internet firms entering the AI robotics competitionThey express optimism regarding the Tesla supply chain and domestic chain investment opportunities, emphasizing focus in areas such as AI robotic brains, dexterous hands, and screw rod components.