Since the beginning of 2025, market indices have undergone a phase of adjustment; however, many companies have participated in a counter-market rally, even reaching new highs and attracting increased investment despite downturnsThis behavior is prominently observed among firms operating in cutting-edge sectors, particularly in technology related to artificial intelligence, humanoid robotics, and data centers.

As we analyze the latest trends in the market, the emergence of new opportunities amid this landscape of adjustment paints a complex pictureVarious foreign investment institutions have recently expressed bullish sentiments towards Chinese stocks, suggesting that market corrections might provide strategic entry points for savvy investorsDespite seemingly pressing downward pressures, certain sectors are experiencing a resurgence, rendering potential profit avenues for the observant trader.

In early January 2025, stock indices began showing signs of stabilization after a notable decline

Since January 1, indices such as the Shanghai Composite and Shenzhen Composite have reported losses of over 5%, and the ChiNext index has dropped by more than 7%. However, as of January 13, these indices demonstrate a potential recovery trend, hinting at a possible turnaround.

Alongside this stabilization, trading volumes have shown a diminishing pattern, indicating a relative balance between bullish and bearish market forcesData illustrates that trading volume has oscillated between 1 trillion and 1.4 trillion yuan each day, with an average around 1.2 trillion yuan in January, reflecting a 25% reduction from December’s peak daily trading figure of 1.6 trillion yuanThis status reveals a cautious optimism, as traders navigate through uncertainties with a keen eye on selective investments.

Amidst this environment, certain concepts and sectors have been on an upward trajectory

For instance, humanoid robotics has demonstrated a 3% increase since the beginning of 2025, with a remarkable 11% surge between January 7 and January 10, culminating in a 3% rise on January 13. This highlights the resilience of specific market niches, which may serve as safe havens for investors seeking to weather the overall market volatility.

Indeed, a multitude of individual stocks has displayed counter-trend performance since the start of 2025. Over 130 stocks have recorded increases exceeding 10%, including notable examples such as Meibang Stock, which achieved eight consecutive daily limit-ups from January 2 to January 13, as well as Xingtuxing, Kangsheng, Jiuling Technology, and Jun Chuang Technology, all showcasing gains above 30% during this time frame.

Given this backdrop, it is intriguing to note the optimistic forecasts from numerous foreign investment entities regarding the future

According to Goldman Sachs strategists, the MSCI China Index, which tracks the performance of Chinese concept stocks, along with the CSI 300 Index, is projected to rise by approximately 20% by the end of 2025. They suggest over-allocating to Chinese A-shares and offshore Chinese stocks as the risk-return dynamics appear favorable.

On the other hand, JPMorgan analysts acknowledge that while Chinese stocks may face short-term pressure from external factors such as US policy, a strong dollar, and geopolitical tensions, they anticipate a market turnaround shortly after the end of JanuaryThis sentiment is further echoed by Nomura Oriental International in their recent A-share market weekly report, indicating that a reallocation window is approaching.

Interestingly, leveraged funds have also chosen to increase their positions in specific stocks despite the overall market downturn

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Analysis reveals that while financing on the whole has seen net outflows since the beginning of January, approximately 350 stocks have received over 10 million yuan in net buying from leveraged funds, with 76 stocks exceeding 50 million yuan net purchasesNotably, these funds have favored companies in rapidly growing sectors, such as AI, humanoid robotics, chips, and collaborative packaging optics.

Examining specific cases, one standout is Shengyi Technology, which during January, logged a net inflow exceeding 36 million yuan from leveraged investmentsThe company, deeply intertwined with trending topics such as AI and computational power, is known for its production of copper-clad laminates and printed circuit boardsTheir products are critical components that meet diverse client requirements across burgeoning areas like AI servers, AIPC, and AI mobile devices.

A remarkable aspect of Shengyi Technology's performance lies in its stock resilience during recent market pressures

Notably, from January 7 to January 9, the company’s stock surged 15% across these trading sessions, and looking back at longer-term trends, their stock has appreciated by 50% since the September 24 rally, reaching a three-year high.

Moreover, the ongoing trend reveals that several stocks, particularly those targeted by leveraged buying, have exhibited resistance to market declines or even counter-rally performanceFor example, a recent video circulating online showcasing the SE01 humanoid robot walking along the street has significantly boosted interest in the humanoid robotics sectorThis resulted in stock price escalations for companies involved in the core upstream production related to humanoid robots, with one company’s price climbing over 20% from January 2 to January 9, supported by net investments from financing exceeding 26 million yuan since January.

Additionally, there is a noticeable pattern of increased interest from foreign capital and institutional investors looking to enhance their stakes

Through financial instrument placements known as private placements, entities such as foreign investment institutions and insurance funds have strategically increased their positions across various companiesNotably, these transactions often entail a six-month lock-up period, indicating a longer-term commitment from these investors.

On January 6, 2025, Greentown Harmonic reported a successful private placement, with significant participation from investment funds such as China Merchants Fund and the Industrial Mother Machine Industry Investment Fund, both contributing over 100 million yuanThe participation of qualified foreign institutional investors is also reflected in these transactions, with substantial investments from entities like UBS noted as part of this round, with share release scheduled for July 7, 2025.

Greentown Harmonic’s core business involves precision drive mechanisms, directly aligning with the exceptionally attractive humanoid robot sector due to their development of multiple intelligent robot prototypes