China A-share humanoid robot sector extends rally; Zhejiang Rongtai, Fulai New Materials, Riyeng Electronics, Zhaowei Machinery hit limit-up

The breadth of the move — limit-ups across materials, electronics and machinery names, not just pure robotics plays — suggests the theme is being traded as a supply-chain story rather than a single-stock event. That matters because it pulls in component and materials suppliers whose humanoid exposure is often indirect, making the rally more sentiment-driven than fundamentals-driven. How long the sector can hold limit-up breadth without fresh catalysts is the open question worth watching.