Yingda Fund’s Q2 2026 report shows manager Liu Yubin remains constructive on the humanoid-robot industry chain, with particular emphasis on the Tesla Optimus supply chain. The Yingda Flexible Allocation fund is positioned in core Tier-1 suppliers and

2026-07-28

Yingda Fund’s Q2 2026 report shows manager Liu Yubin remains constructive on the humanoid-robot industry chain, with particular emphasis on the Tesla Optimus supply chain. The Yingda Flexible Allocation fund is positioned in core Tier-1 suppliers and key-component leaders, prioritizing earnings and order flow and monitoring global leaders’ mass-production timelines and domestic supply‑chain commercialization progress. Liu says data is the foundational input for general embodied intelligence and plans to increase allocations to companies with proprietary data-collection hardware and end-to-end data closed loops while refining the portfolio framework.