SpaceX(SPCX.O)跌超5%。

CITIC Securities says Tesla and other leading humanoid-robot makers extensively use bearings and universal joints in robot joints and dexterous hands; high per-unit fitment implies a sizable addressable market. Robot bearing operating conditions differ materially from traditional applications; Chinese manufacturers, leveraging faster customization and response, are gaining share and may overtake overseas leaders in this niche. The robot industry should drive significant incremental demand for the bearings sector, with domestic suppliers still in early growth. Recommended focus: universal joints, crossed-roller bearings, four-point-contact bearings, angular-contact bearings and deep-groove ball bearings.

Multiple supply-chain sources say Apple’s first foldable will enter mass-production soon. Lens Technology (300433.SZ) will supply the UTG ultra‑thin flexible glass cover and other structural components (glass support plates, PET film, 3D glass cover) for the device. Final assembly is slated to be handled by Foxconn, which has begun production ramp preparations and is recruiting temporaries at 22–26 yuan/hour for a July–October three‑month ramp. Foxconn is also hiring permanent line workers with probation pay of 2,600 yuan and confirmed pay of 2,950 yuan plus overtime, performance and night allowances; temporary hires require no medical exam and can start immediately.