Changes in Hong Kong stocks | Strong robot concept trend, Junsheng Electronics (00699) rises more than 10%, Tesla Optimus mass production continues to advance

Zhitongcaijing · 2d ago

Zhitong Finance App learned that robotics concept stocks are trending strongly. As of press release, Joyson Electronics (00699) rose 9.07% to HK$10.7; Laifu Harmonic (03952) rose 8.46% to HK$30; Premium Choice (09880) rose 5.19% to HK$65.9; and Sanhua Intelligent Control (02050) rose 4.12% to HK$21.72.

According to the news, mass production of Tesla's humanoid robots is speeding up. Tesla's core supplier Xinjian Transmission stated in response to the GEM listing review inquiry letter disclosed on October 12 that the hardware design plan for the Optimus V3 has basically been frozen and is about to enter the mass production cycle. Open Source Securities believes that the listing of Xinjian Transmission is a repricing of Tesla's robot's core component assets and provides a reference for other high-quality companies in the industry chain to revalue assets.

China Merchants Securities International pointed out that leading humanoid robot manufacturers in the field of embodied intelligence have begun large-scale deliveries, driving strong revenue growth, while second-tier companies are still in the capacity building stage; industrial, collaborative, logistics and service robot companies are expanding into physical intelligence and overseas markets. The sector has recently been pressured by factors such as liquidity constraints, expiration of the sales ban period, and tightening listing policies; key catalysts for the fourth quarter include increased production capacity of Tesla Optimus, as well as new product launches by leading companies and customer re-order momentum.