Analysis of the Driving Factors Behind SWR New Materials' 1083% Monthly Surge

Based on the searched information, I will analyze the driving factors behind SWR New Materials’ 1083% monthly surge in detail for you:

[1][2][3]:

1. Transaction Details
   :
   • On the evening of July 8, 2025, SWR New Materials announced a suspension of trading for 5 days before disclosing progress on the “change of ownership”
   • DeepRobotics, a leading company in the embodied intelligence field, plans to acquire control of the company through agreement transfer and tender offer
   • After the transaction is completed, the controlling shareholder will change to
     Zhiyuan Hengyue
     (the shareholding platform of DeepRobotics’ core team), and the actual controller will change to
     Deng Taihua
     [2]

2. Strategic Significance
   :
   • This is
     the first acquisition case of an embodied intelligence enterprise on the STAR Market
     [3]
   • The market interpreted it as the birth of “the first humanoid robot stock in A-shares”

[3]:

• Peng Zhihui is a former Huawei “Genius Youth”
• He is a top tech influencer on both Bilibili and Weibo, with a large fan base
• DeepRobotics, founded by him, already has extremely high market popularity

[1][2]:

1. From Traditional Materials to Humanoid Robots
   :
   • Original main business: Environmental-friendly high-performance corrosion-resistant materials, wind turbine blade materials, etc.
   • Transformation direction: Embodied intelligent robot field

2. Timeline
   :
   • After the announcement on July 8, the company’s stock price
     started a consecutive limit-up mode
   • It
     achieved 11 consecutive limit-ups
     in mid-to-late July alone [3]

[1]:

• The market share of high-strength fasteners for wind power exceeds 25%, ranking among the top in the industry
• Revenue in the first three quarters of 2025 increased by 98.3% year-on-year
• Net profit attributable to shareholders surged by 265.7% year-on-year

[4]:

• The company’s main business remains the original materials business, with no major changes
• The embodied intelligent robot business
  is still in the product development stage
• Has not yet achieved
  mass production and large-scale sales
• Relevant businesses
  have not yet generated revenue or profit
• The price-to-earnings ratio is
  significantly higher than the industry average

SWR New Materials’ 1083% monthly surge mainly comes from:

1. Core driver
   : Control change brought by DeepRobotics’ strategic acquisition
2. Theme effect
   : Zhi Hui Jun’s personal brand effect and the popularity of the embodied intelligence track
3. Transformation expectations
   : Market’s imagination of the company’s transformation from a traditional materials enterprise to a technology enterprise
4. Capital pursuit
   : Frenzied short-term capital speculation during the 11 consecutive limit-ups

: The stock’s short-term surge has extremely deviated from fundamentals, and the actual business transformation has not yet been implemented. It is recommended to invest rationally and pay attention to high-level risks.

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:
[1] Wall Street CN - Top 10 Bull and Bear Stocks in A-shares 2025: AI Spawns 18x SWR New Materials (https://wallstreetcn.com/articles/3762237)
[2] The Paper - A-shares 2025 Closing: 540 Stocks Doubled, SWR New Materials Won the Title with Over 18x Growth (https://m.thepaper.cn/newsDetail_forward_32292099)
[3] Sina Finance - Top 10 Bull Stocks of 2025 Released: SWR New Materials Topped the List with Over 1820% Growth (https://finance.sina.com.cn/jjxw/2026-01-02/doc-inhexmsi3457981.shtml)
[4] Hwabao Securities - Announcement on Risk Warning for “SWR New Materials” (https://www.cnhbstock.com/detail/692248)