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

Dow Jones
Aug 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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