On Wednesday, the Shanghai and Shenzhen markets fluctuated upward. At the close, the Shanghai Composite Index rose 0.45% to 3,633.99 points, the Shenzhen Component Index gained 0.64% to 11,177.78 points, and the ChiNext Index increased 0.66% to 2,358.95 points. The combined turnover of the two markets reached 1.73 trillion yuan, an increase of 138 billion yuan from the previous trading session. In terms of sector performance, defense and military industry, mechanical equipment, and coal led the gains, while pharmaceuticals and biotechnology, commercial and retail trade, and building materials were among the laggards.

The three major indices opened lower collectively but fluctuated upward in the morning and continued to strengthen in the afternoon. On the market front, PEEK material concepts became active again; humanoid robot concept stocks surged across the board; the military sector expanded its gains; the shipbuilding sector fluctuated and rose; industrial machine tool concepts continued to strengthen; liquid cooling server concepts extended their gains; Sora concepts rallied in the afternoon; and the lithography machine sector saw a sudden uptick. On the downside, pharmaceutical stocks fluctuated lower; super hydropower concepts continued to weaken; and the tourism and hotel sector declined. Overall, the market showed strong profitability effects, with more stocks rising than falling—over 3,300 stocks advanced across the board.

News Highlights:

As of August 5, the balance of margin trading and securities lending in the A-share market reached 2 trillion yuan, marking the first time this threshold has been breached since July 1, 2015. Specifically, the Shanghai market's margin balance stood at 1,019.227 billion yuan, the Shenzhen market's at 974.810 billion yuan, and the Beijing Stock Exchange's at 6.222 billion yuan. Meanwhile, trading activity in the A-share market remained robust, with daily margin purchases hitting 163.56 billion yuan—the 14th consecutive trading day since July 17 that daily margin purchases exceeded 150 billion yuan. In terms of capital flows, manufacturing, financials, and information technology sectors ranked top three in purchase volume, emerging as the main magnets for capital.

Yesterday’s Market Rally and Robot Concept Stocks’ Surge

The Shanghai Municipal Government Office issued the Implementation Plan for the Development of Embodied AI Industry in Shanghai. The plan outlined that by 2027, the city aims to achieve breakthroughs in no fewer than 20 core algorithms and technologies related to embodied models and embodied data. Additionally, it plans to establish at least four high-quality incubators for embodied AI, attract hundreds of leading industry enterprises, deploy hundreds of innovative application scenarios, and promote hundreds of internationally advanced products, with the core industry scale of embodied AI in Shanghai exceeding 50 billion yuan.

Furthermore, Unitree Robotics released its new quadrupedal robot dog, the Unitree A2, on August 5. Weighing approximately 37 kg, it boasts a no-load endurance of 20 km. Videos show the A2 can reach a maximum running speed of 5 m/s and climb heights of up to 1 meter. NVIDIA will also participate deeply in the 2025 World Robot Conference.

Meanwhile, a research team composed of Zhiyuan Robotics, Chuangzhi Academy, the University of Hong Kong, and others published a groundbreaking study that systematically explores three key dimensions of data diversity in robot manipulation learning: task diversity, robot embodiment diversity, and expert diversity. This research challenges the traditional belief in robotics that "more diverse data is always better," providing new theoretical guidance and practical pathways for building scalable robotic operating systems.

2025 is set to become the inaugural year of mass production for the embodied intelligent robotics industry. Embodied intelligent robots represent a crucial integration of AI with the physical world, and their mass production along with experimental applications in various scenarios heralds a deep convergence of artificial general intelligence (AGI) and the robotics industry, driving a new wave of industrial revolution.