Many listed companies have joined the "robot" concept. Is this a hot industry trend or are they just sharpening their knives to profit from it?

According to relevant public information disclosure, recently, a number of listed companies have added the concept of " robot ". On August 16 alone, more than ten companies completed the addition. The reason for the addition is generally that the company has business related to robots, which also means that the concept of robots has become a force that the market has seen more.

What are concept stocks? The speculation of hot spots in the stock market often starts with concepts. Concept stocks refer to stocks with some special connotations, and this connotation is usually used as a stock selection and speculation theme, becoming a hot spot in the stock market.

Most of the time, concept stocks will bring about explosive growth in the short term, but only a small number of lurkers in the early stages of speculation can obtain considerable returns, and most of them are national leeks who rush in to take over at high prices.

Performance stocks are different from concept stocks. If concept stocks rely on expected future performance for support, performance stocks are actually supported by the company's performance. In comparison, they have less risk than concept stocks.

The fact that many companies have joined the robot concept means that robots have become a new story point. With the advent of the AI ​​wave, robots have been given a new mission - an important carrier of artificial intelligence. In the past six months, companies such as Xiaomi, Huawei, ByteDance, and Huolala have announced their entry into the robot market, further heating up the concept of robots.

Among this list of companies, there are some companies with losses in net profit after deducting non-recurring items. Changrong shares' main business is high-end equipment manufacturing business with intelligence as the direction and industrial investment and financial business with the direction of industrial and financial integration. The reason for the addition is that the company's main customers for depalletizing and stacking robots are currently packaging industry customers, and sales have been formed both overseas and domestically. However, according to the first quarter report of 2023, the company's main revenue was 346 million yuan, a year-on-year decrease of 18.25%; net profit attributable to the parent was 6.7254 million yuan, a year-on-year decrease of 48.12%; net profit after deducting non-recurring items was -9.4876 million yuan, a year-on-year decrease of 582.82%.

There are also companies like Zhongchao Holdings, whose main business is the research and development, production, sales and service of wires and cables. Because the company's holding subsidiary Zhongchao Cable has a utility model patent certificate for "torsion-resistant and corrosion-resistant high-flexibility intelligent robot cable", although the product has not yet been mass-produced, it has taken the lead in joining the ranks of "robot concept".

According to the 2023 interim report of China Super Holdings, the company's main operating revenue was 2.776 billion yuan, a year-on-year increase of 6.22%; the net profit attributable to the parent was 247 million yuan, a year-on-year increase of 704.09%; the non-net profit was -30.0955 million yuan, a year-on-year increase of 28.82%.

Many people say that concept stocks are a kind of emotion, but emotions themselves are extremely uncertain. Concept stocks are often driven by news or policies and are not supported by actual performance. Once the stock price rises too much, it overdraws expectations and falls faster. But no matter what, the popularity of robot concepts will surely fuel the industry.