Stock Track | SANHUA Soars 7% on Robotics Expansion and Tesla's Optimus Plans

Stock Track
2025/10/28

SANHUA (02050) shares surged 7.08% in intraday trading, mirroring the performance of its A-shares, which hit a record high of 51.83 yuan. The stock was trading at HK$42.9, with a substantial turnover of HK$698 million, highlighting strong investor interest.

The surge comes ahead of SANHUA's upcoming board meeting on Thursday, October 30, where the company will review and approve its unaudited third-quarter results for the nine months ended September 30, 2025. Investors are likely anticipating positive financial performance, contributing to the stock's upward momentum.

SANHUA's stock rally is also fueled by its strategic expansion into emerging businesses, particularly robotics and data center liquid cooling. This move gains significance in light of Tesla's recent announcement during its Q3 earnings call, revealing plans to launch Optimus V3 in Q1 2026, with mass production of one million units slated to begin by year-end. SANHUA's focus on developing robotic electromechanical actuators and its collaboration with clients on full-series product R&D positions the company to potentially benefit from the growing robotics market.

Analysts from Dongfang Securities have expressed optimism about SANHUA's prospects, noting the company's first-mover advantage in robotic actuators. They believe SANHUA is well-positioned to capture a larger market share as the robotics industry scales up, further supporting the stock's bullish trend. The company's successful transition from product development to mass production of robotic components has strengthened investor confidence in its growth potential within the rapidly evolving robotics sector.

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