On June 26, Sanhua Intelligent Controls (02050.HK) fell 3.26% in regular trading, trading at HKD 25.04/share, with turnover of approximately HKD 77.60 million. The industrial machinery sector extended its weakness, with robotics-related stocks broadly under pressure.

On the news front, the robotics sector continued its multi-day decline as market skepticism over valuations intensified. Among peers, Hans CNC fell 6.39%, Wuxi Lead fell 5.55%, and Estun dropped 3.02%. The stock has weakened for consecutive sessions, with Schroders PLC having increased its stake on June 10 at an average price of approximately HKD 29.05, totaling around HKD 100 million. The current share price has fallen significantly below that institutional cost basis.

Market participants note that most humanoid robot supply chain companies have yet to secure large-scale confirmed orders, with new business earnings realization remaining shallow. The sector is transitioning from a concept speculation phase toward order verification, putting sustained pressure on elevated valuations. Despite Daiwa previously highlighting Sanhua as a key pick within the humanoid robot supply chain, near-term sector sentiment remains subdued.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)