ESTUN's stock surged 9.11% during intraday trading on Friday, significantly outperforming the broader market.

The rally was driven by positive developments in the robotics industry, including news that Tesla's third-generation humanoid robot, Optimus V3, is expected to debut mid-year with formal production slated to commence between July and August 2026. Additionally, Unitree Robotics recently launched its R1 series dual-arm humanoid robot at a competitive starting price, further stimulating market interest in robotics stocks.

Analysts note the humanoid robotics industry is at a pivotal moment, transitioning from technological breakthroughs toward large-scale commercialization. A recent Morgan Stanley research report highlighted China's significant investments in the sector, suggesting these developments could potentially increase China's share of global manufacturing.