Apple's first home robot, codenamed J595, is planned for launch next year at a price of about $1,000
Apple is advancing preparations to bring to market a home robot with the internal codename J595, planning a price of about $1,000 and targeting a launch next year, though it could also be delayed until 2028. The project was first launched as early as 2019, initially positioned as a video calling device, and later raised its ambitions by adding AI capabilities. Among A-share stocks that have both Apple concept and robot concept and have received ratings from more than 5 institutions, there are 21 stocks; institutions uniformly forecast that the net profit growth rates of Dongshan Precision, Chuangshiji, Han's Laser and others will all exceed 50% in both this year and next year.
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Among the stocks in the A-share market that have both Apple concept and robot concept, 21 stocks have ratings from more than 5 institutions and are unanimously forecast by institutions to see net profit growth this year and next.
The robot concept continues to surge.
002827, three limit-up days in a row
On the morning of November 4, following two previous limit-up days, Gaozheng Minbao (002827) hit the limit up again. On the news front, the company recently released a preliminary plan for related-party transactions involving the issuance of shares to purchase assets and raise matching funds. The company plans to purchase, by issuing shares, the 51% equity interest in Tibet Ziyuan Copper Industry Co., Ltd. and the 100% equity interest in Tibet Shengyuan Mining Co., Ltd. held by Tibet Geological and Mineral Group Co., Ltd. (hereinafter referred to as the "Geological and Mineral Group").
A research report by China Post Securities stated that Julong Copper is one of the largest copper mines in China. After the injection, the company's annual equity copper output will reach 30,000 to 35,000 tons, and its long-term annual equity copper output will reach 60,000 tons. The controlling shareholder of Julong Copper is Zijin Industrial. Zijin Mining indirectly controls Julong Copper through Zijin Industrial and Zangge Mining, holding 50.10% and 30.78% equity interests in Julong Copper respectively, and is the actual controller of Julong Copper, while the Geological and Mineral Group holds a 10.12% equity interest.
According to company disclosures, the Geological and Mineral Group was formed by integrating all operating assets of the Tibet geological exploration system in accordance with the decisions and requirements of the Party Committee and government of the Tibet Autonomous Region. It is a region-administered enterprise approved for establishment by the government of the Tibet Autonomous Region, with the strategic goal of strengthening and expanding the autonomous region's mineral resources industry chain. The listed company will become an important region-affiliated state-owned mineral resources listing platform under the Geological and Mineral Group.
Is Apple's first robot coming?
According to Sina Finance, in response to new CEO John Ternus's enthusiasm for the robotics sector, Apple is going all out to advance the market launch preparations for a home robot. Apple's new chief executive, John Ternus, wants the company to make a serious push into the robotics business.
It is reported that Apple first launched this robot project as early as 2019, with the internal code name J595. It was initially positioned very conservatively, mainly conceived as a video calling device. The role of the robotic arm is to follow the user as they move around the room. However, as management sought to add AI capabilities to it, the project's target expectations have been continuously raised. Apple plans to price this robot at about $1,000; affected by conditions in the components market, the actual price could be even higher. Apple's current goal is to launch it next year, but it may also be delayed to 2028 (the hardware team originally planned to release it this year).
Competitors are making faster progress. OpenAI CEO Altman recently confirmed in an interview program that the company will independently develop and manufacture humanoid robots, with a prototype expected to be released in 2027. Wang Xingxing, chairman of Unitree Robotics, said at the 2026 World Physical AI Conference and Unitree Partner Ecosystem Conference that physical AI has now shown signs of being broken through, very likely within the next 1-2 years or 2-3 years. In addition, Tesla released its third-quarter financial report on October 21, US Eastern Time, and for the first time mentioned in the report that Optimus has begun production on a high-volume production line at the Fremont factory.
Orient Securities stated that the market had previously held low expectations for the release and mass production progress of Tesla robots. This time, management clearly stated that Optimus has begun mass production and provided a detailed timetable. It is expected that the certainty of Tesla robot mass production ramp-up and the placing of orders with suppliers will increase, and the adjusted robot industry chain will usher in investment opportunities.
High-quality concept stocks revealed
According to statistics from Securities Times DataBao, among the stocks in the A-share market that have both Apple concept and robot concept, 21 stocks have ratings from more than 5 institutions and are unanimously forecast by institutions to see net profit growth this year and next. Among them, stocks such as Dongshan Precision, Chuangshiji, and Han's Laser are unanimously forecast by institutions to see net profit growth rates exceeding 50% this year and next.
From the perspective of concept purity, stocks such as Fulai New Materials, Lingyi iTech, Luxshare Precision, and Lens Technology have good progress in their robot businesses.
A research report by Guolian Minsheng Securities shows that in February 2026, Fulai New Materials reached a comprehensive strategic cooperation with Lingxin Qiaoshou, which purchased 100,000 sets of tactile sensors. As of August 31, the company had cumulatively delivered more than 30,000 sets of tactile sensors. In August, the company signed a strategic cooperation agreement with Zhongke Guiji, which will purchase 200,000 sets of high-performance tactile sensors from the company. On October 20, the company was invited to attend Tech Day 2026 hosted by Synaptics, and together with its wholly owned US subsidiary APEXSensing, showcased multimodal tactile data collection gloves, among other products. The gloves' tactile sensing covers all fingertips and palms, can collect three-dimensional force data, and simultaneously record hand posture. Together with a first-person camera and a wrist camera, it can form multimodal data for physical AI model training.
A research report by Soochow Securities shows that in the humanoid robot sector, Lingyi iTech's business has entered the stage of large-scale delivery, with cumulative deliveries exceeding 5,000 units; the company is deeply involved in the operation of the Beijing humanoid pilot testing platform and has deepened cooperation with leading enterprises such as AgiBot, moving into high value-added segments of the industry chain.
A research report by Zhongtai Securities shows that in terms of robot business, Lens Technology is deeply cooperating with leading domestic and overseas customers, covering structural parts + modules + complete machine assembly. The leading module products for North American customers are expected to gradually ramp up in the fourth quarter of this year and reach expected capacity in the first quarter of next year. In 2026, the company's shipment scale of products such as humanoid robots and robot dogs will rank among the top globally, and it will grow further in 2027, and is expected to benefit deeply from the industrialization of physical AI.
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