Changes in Hong Kong stocks | Sanhua Intelligent Control (02050) rose more than 10% in the afternoon, the company's A shares rose and stopped, and the Tesla robot industry chain was catalytically intensive

The Zhitong Finance App learned that Sanhua Intelligent Control (02050) rose more than 10% in the afternoon, and the company's A shares rose and stopped. As of press release, it rose 9.18% to HK$35.92, with a turnover of HK$805 million.

According to the news, Tesla's industrial chain has recently been heavily catalyzed. On September 12, Musk increased its holdings of the company by 2.569 million shares at an average price of 389.3 US dollars per share, worth about 1 billion US dollars, showing its confidence in the company's long-term development. On the robotics side, at the All-In Summit held recently, Musk also discussed the latest situation of Optimus (Optimus Prime, a humanoid robot developed by Tesla). He said Tesla is finalizing the design of the Optimus V3, and the “greatest product in human history” will be mass-produced. According to Fangzheng Securities, the Tesla robot G3 warms up the industrial chain intensively and focuses on the main line of T-chain robots.

According to Galaxy Securities, Sanhua Intelligent Control is deeply tied to Tesla and is the main supplier of actuator assemblies for its humanoid robots. According to the Motong Daikon Research Report, the 12-month target price for the 12-month “gain” rating from Sanhua Intelligent Control is HK$41, which suggests a potential increase of about 30% compared to the current level. The bank said that its core assumption is that Sanhua Intelligent Control expands its humanoid robot business and maintains a leading position in the refrigeration and electric vehicle thermal management fields, which will drive the compound annual growth rate of earnings per share to 15% in the 2026-2027 fiscal year, and support further revaluation of the stock.