Technology8/1/2025Bloomberg

Robots Emerge as New Driver for China’s Tech Rally With 75% Jump

The Chinese robotics industry has emerged as a new driver for the country's tech rally, with stocks in the sector surging by around 75% this year. Investors are seeking new investment opportunities beyond the recent AI-fueled surge, and robotics appears to be a promising sector. The article highlights that Chinese robotics stocks have drawn renewed market attention as investors search for new catalysts to sustain the ongoing tech rally. The rally was initially sparked by the advancements made by DeepSeek, a leading AI company. However, the robotics industry is now gaining traction as a potential source of growth, with investors betting on the sector's long-term potential. The article suggests that the robotics industry in China is poised for significant growth, driven by factors such as automation, Industry 4.0, and the country's push for technological self-sufficiency. This shift in investor focus underscores the diversification of China's tech landscape and the search for new avenues of growth beyond the AI-dominated trends.

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