On the afternoon of June 2, the A-share market showed a lively scene, with the three major indexes rising collectively.
The Shanghai Composite Index rose 0.51% intraday, with communications, non-ferrous metals, electronics and other sectors leading the gains, while media and beauty care sectors led the declines.
Among them, the machine tool sector performed particularly well and became the focus of the market.
As of 14:04, the machine tool ETF China (159663.SZ) rose 2.99%, and its constituent stocks also performed well.
Yuhuan CNC rose 10.01%, a strong daily limit; Sifangda rose 7.40%, Green Harmonic rose 6.86%, Yawei shares rose 6.45%, and Chinatungsten High-tech rose 5.82%.
The good performance of these stocks reflects the strong momentum of the machine tool sector in the current market environment.
From the news perspective, the accelerated development of the humanoid robot industry has brought new opportunities to the machine tool sector.
Tesla Optimus Gen3 mass production is approaching, and domestic industry chain-related companies are expected to receive orders one after another.
At the same time, Yushu Technology will be on the market soon. If it goes smoothly, it will become the “first humanoid robot stock” in A shares.
As the core manufacturing basis of humanoid robots, industrial mother machines may usher in development opportunities for their precision components and actuators.
In addition, policies have also provided strong support for the machine tool industry.
The 2026 Equipment Power Forum opened in Beijing on May 30. The Equipment Industry Development Center of the Ministry of Industry and Information Technology released the “China High-end Equipment Industry Development Report (2025)”, covering key areas such as industrial motherboards and continuing to strengthen policy expectations.
This series of measures will help promote the development of the machine tool industry and improve the level of high-end equipment manufacturing in our country.
Open Source Securities released a research report saying that thanks to the explosion of computing power demand generated by large AI models, the AI subdivision track is experiencing high prosperity.
The demand for PCB equipment drill consumables and new technology equipment is strong; the demand for AI server liquid cooling plate processing drives orders for high-end machine tools; AI-driven rise in the price of metals such as copper has increased the capital expenditure of mining companies, promoting domestic substitution of mining machinery.
The industry is expected to enter a new upward cycle in 2026, and is optimistic about forklifts, industrial control, machine tools and other fields.
The CSI Machine Tool Index closely tracked by Machine Tool ETF China (159663) covers a key link in my country’s manufacturing industry chain – the field of high-end equipment manufacturing, involving laser equipment, machine tools, robots, industrial control equipment and other industries. It is the core position where the new quality productivity concept emphasizes innovation-driven and industrial upgrading implementation practices.
Its over-the-counter linked funds are: Class A: 017573; Class C: 017574.
For investors, the Machine Tool ETF China (159663) may be an investment target worthy of attention.
To sum up, the continued prosperity of industrial automation, as well as the development and policy support of the humanoid robot industry, have brought good development opportunities to the machine tool industry.
In the future, the machine tool sector is expected to remain active in the market, and related companies will also see more room for development.
