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

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.