Sanhua (02050) surged more than 5% during the trading session, following a substantial gain of over 11% the previous day. At the time of writing, the stock was up 3.75%, trading at HK$39.88, with a turnover of HK$981 million.
Market sentiment was buoyed by reports suggesting that supply chain companies have recently visited clients in North America, fueling expectations that Tesla's Optimus project contracts will be awarded soon.
Dongfang Securities previously noted that Elon Musk announced at the shareholder meeting that Tesla will launch the third-generation Optimus in the first quarter of 2026, with plans to establish a production line capable of manufacturing one million units annually. Production is expected to commence by the end of 2026, indicating a high likelihood of large-scale humanoid robot production by that time. The company is poised to capture more market share with its first-mover advantage in the robot actuator field, potentially opening up new growth opportunities through its robotics business.
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