Spring Festival Gala robots "dominate the screen" and attract attention, Huafu Technology's dynamic hybrid (A category 007713) precisely positions humanoid robots in the race track

After a year, humanoid robots once again appeared on CCTV’s Year of the Horse Spring Festival Gala, reaching a highlight moment: Yu Shu robots smoothly performed high-difficulty martial arts moves such as flips, dazzling audiences with their excellent athletic ability; Matsunobu Power robots precisely displayed subtle micro-expressions like eyebrow raises and lip pursing, and equipped with large language models to achieve natural and smooth human-computer interaction, showcasing hardcore technological strength. This series of technological breakthroughs clearly signals that the humanoid robot industry is accelerating from laboratory experiments to industrialization, further igniting capital market enthusiasm for this sector.

As a benchmark product focusing on the technology growth track, Huafu Technology Dynamic Hybrid (Type A 007713; Type C 017968) has achieved impressive results with its forward-looking layout in the humanoid robot industry, with a nearly 2-year return of 208.42% (benchmark growth during the same period 35.26%), ranking second among similar products (2/219). It is reported that this product deeply covers the entire industry chain of humanoid robots, including core components, complete machine manufacturing, and scene applications, closely following industry development and accurately capturing industry growth dividends.

Fund performance data has been verified by the custodian bank, with benchmark data from Wind. The benchmark for Huafu Technology Dynamic is the CSI 800 Index return rate ×75% + CSI Composite Bond Index return rate ×25%. The recent two-year period is from February 14, 2024, to February 13, 2026. Past performance of the fund does not predict future results and does not guarantee the performance of other funds managed by the fund manager. Ranking data is from Galaxy Securities, published on February 24, 2026. Huafu Technology Dynamic is classified as a偏股型基金 (stock-oriented fund) with a stock cap of 95% (Type A). The product’s investment sectors are compiled from fund periodic reports, for reference only, not as industry recommendations, and do not necessarily represent the current or future investment sectors of the fund.

Regarding the development prospects of the humanoid robot industry, Huafu Technology Dynamic Fund Manager Shen Cheng stated that the industry is currently in a critical stage transitioning from technological validation to large-scale production. Short-term market fluctuations will not change the long-term upward growth trend. The industry is expected to develop steadily along the path of “technological maturity—mass production—scene explosion.” As leading manufacturers finalize products, release capacities, and expand application scenarios, the industry chain is likely to usher in sustainable development opportunities.

On the industry catalytic timeline, Shen Cheng believes multiple industry events will synergize to inject new momentum into the sector. Among them, the finalized design and order implementation of Tesla’s third-generation robot will serve as an important global indicator for humanoid robot industry development, directly influencing industry pace and valuation logic. As domestic leading manufacturers go public, market attention will increase, and their supply chains will become clearer, providing new investment clues. Policy support is also worth looking forward to, such as the joint efforts by the Ministry of Industry and Information Technology and the Ministry of Civil Affairs on smart elderly care service robots and scene application pilots, which are expected to make breakthroughs in urgent demand and large market spaces, opening new avenues for humanoid robot commercialization.

From an investment perspective, Shen Cheng insists on focusing on core industry links, prioritizing high-quality companies with technological barriers and competitive advantages, based on long-term growth potential, and downplaying short-term market fluctuations. Relying on solid industry research and meticulous investment management, Huafu Technology Dynamic aims to grasp medium- and long-term opportunities in the tech track and share the development achievements of the humanoid robot industry in the AI era with investors.

Note: The products and related companies mentioned in this article are for industry trend tracking only and do not constitute any investment advice.

Risk reminder: Funds carry risks; investments should be cautious. The discussions on humanoid robots and related sectors are only the company’s current research views on the securities market and related industries. Due to market environment uncertainties and volatility, the views may adjust or change over time. This content is for investor communication purposes only and does not constitute investment advice or opinions for any institutions or individuals. It does not reflect the current or future holdings of the fund managed by the company, nor is it necessarily a basis for investment decisions. The company does not guarantee profits or minimum returns. Since China’s fund operations are relatively short, they cannot reflect all stages of stock market development. Investors should understand the “buyer beware” principle, and after making investment decisions, bear the risks associated with fund investments themselves. Shen Cheng has 14 years of securities industry experience, including 4 years in fund management. He joined Huafu Fund Management Co., Ltd. on November 26, 2021, and currently manages Huafu New Energy Stock Fund (since December 29, 2021), Huafu Technology Dynamic Hybrid Fund (since August 22, 2022), and Huafu Industry Upgrade Flexible Allocation Hybrid Fund (since December 1, 2025). Huafu New Energy Stock Fund (established June 29, 2021), benchmarked against the CSI New Energy Index return rate ×80% + CSI All Bond Index return rate ×15% + CSI Hong Kong Stock Connect Energy Composite Index return rate ×5%. Past performance and benchmark returns are as follows: 2021 (-1.61% / 19.84%), 2022 (-8.51% / -20.95%), 2023 (-18.18% / -28.44%), 2024 (-4.49% / -2.48%), 2025 (69.31% / 34.14%). Type C units (established February 23, 2023), past returns: 2023 (-19.58% / -30.25%), 2024 (-5.08% / -2.48%), 2025 (68.30% / 34.14%). Huafu Technology Dynamic Hybrid Fund (established November 6, 2019), benchmarked against the CSI 800 Index return rate ×75% + CSI Composite Bond Index return rate ×25%. Past performance: 2021 (16.10% / 0.97%), 2022 (-22.93% / -15.46%), 2023 (-21.31% / -6.65%), 2024 (4.14% / 11.64%), 2025 (108.28% / 15.79%). Type C units (established March 9, 2023), past returns: 2023 (-19.83% / -10.17%), 2024 (3.54% / 11.64%), 2025 (107.04% / 15.79%). As of December 31, 2025, the fund manager’s tenure managing Huafu Industry Upgrade Flexible Allocation Hybrid Fund is less than 6 months, so performance is not shown. (Data from fund periodic reports)

(Edited by: Xu Nannan)

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