Chinese Humanoid-Robot Suppliers' Progress Might Have Been Overlooked -- Market Talk

Dow Jones

2025/08/27

0849 GMT - The market has overlooked the progress made by Chinese humanoid-robot suppliers, whose commercialization drive is outpacing their overseas peers, HSBC Global Research analysts write in a note. The market for humanoid robots is likely to take off soon, but that isn't expected to translate to big profits for robot integrators due to intense competition, they add. HSBC Global Research prefers component makers, citing their potential to achieve better profitability than downstream robot manufacturers, given that they operate in niche and more concentrated sectors. Component makers also generally have better economies of scale and lower operating expenses. It initiates stock coverage of Zhejiang Shuanghuan Driveline, a leading maker of precision gears, with a buy rating. (jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

August 27, 2025 04:49 ET (08:49 GMT)

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The market for humanoid robots is likely to take off soon, but that isn't expected to translate to big profits for robot integrators due to intense competition, they add. HSBC Global Research prefers component makers, citing their potential to achieve better profitability than downstream robot manufacturers, given that they operate in niche and more concentrated sectors. Component makers also generally have better economies of scale and lower operating expenses. It initiates stock coverage of <a href=\"https://laohu8.com/S/002472\">Zhejiang Shuanghuan Driveline</a>, a leading maker of precision gears, with a buy rating. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 27, 2025 04:49 ET (08:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chinese Humanoid-Robot Suppliers' Progress Might Have Been Overlooked -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChinese Humanoid-Robot Suppliers' Progress Might Have Been Overlooked -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-27 16:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0849 GMT - The market has overlooked the progress made by Chinese humanoid-robot suppliers, whose commercialization drive is outpacing their overseas peers, <a href=\"https://laohu8.com/S/HSBC\">HSBC</a> Global Research analysts write in a note. The market for humanoid robots is likely to take off soon, but that isn't expected to translate to big profits for robot integrators due to intense competition, they add. HSBC Global Research prefers component makers, citing their potential to achieve better profitability than downstream robot manufacturers, given that they operate in niche and more concentrated sectors. Component makers also generally have better economies of scale and lower operating expenses. It initiates stock coverage of <a href=\"https://laohu8.com/S/002472\">Zhejiang Shuanghuan Driveline</a>, a leading maker of precision gears, with a buy rating. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 27, 2025 04:49 ET (08:49 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0052756011.USD","symbol_name":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2562837716","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2562837716","pubTimestamp":1756284540,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0849 GMT - The market has overlooked the progress made by Chinese humanoid-robot suppliers, whose commercialization drive is outpacing their overseas peers, HSBC Global Research analysts write in a note. The market for humanoid robots is likely to take off soon, but that isn't expected to translate to big profits for robot integrators due to intense competition, they add. HSBC Global Research prefers component makers, citing their potential to achieve better profitability than downstream robot manufacturers, given that they operate in niche and more concentrated sectors. Component makers also generally have better economies of scale and lower operating expenses. It initiates stock coverage of Zhejiang Shuanghuan Driveline, a leading maker of precision gears, with a buy rating. 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The market for humanoid robots is likely to take off soon, but that isn't expected to translate to big profits for robot integrators due to intense competition, they add. HSBC Global Research prefers component makers, citing their potential to achieve better profitability than downstream robot manufacturers, given that they operate in niche and more concentrated sectors. Component makers also generally have better economies of scale and lower operating expenses. It initiates stock coverage of Zhejiang Shuanghuan Driveline, a leading maker of precision gears, with a buy rating. (jiahui.huang@wsj.com; @ivy_jiahuihuang) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 27, 2025 04:49 ET (08:49 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}