On June 22, Johnson Electric Holdings rose 5.46% in regular trading, trading at 22.86 HKD/share, with turnover of HKD 141 million, extending its recent rebound momentum.
On the news front, Tesla Optimus V3 mass production has entered its final sprint phase, with the Fremont factory production line renovation expected to complete by end of July and formal production commencing in July to August. Core suppliers have confirmed receipt of Q2 formal procurement orders. Multiple brokerages have listed Johnson Electric Holdings as a T-chain Tier1 core target, citing the company's focus on robot joints and dexterous hand applications as a promising new growth curve. Additionally, the company announced authorization to repurchase up to 10% of issued shares (approximately 93.44 million shares), providing near-term share price support.
Separately, institutional research highlighted that the company's powder metallurgy capabilities position it to benefit from growing SOFC power generation demand in the AI data center space, while management noted AI infrastructure business is ramping faster than humanoid robotics, with the company already embedded in NVIDIA Blackwell-related liquid cooling ecosystems.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)
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