Hong Kong Stocks Movement | Robotics Concept Stocks Decline: Johnson Elec H (00179) Drops Over 6%, Sanhua (02050) Falls Over 3%

Stock News11-10

Robotics concept stocks experienced a downturn in Hong Kong trading. As of press time, Johnson Elec H (00179) dropped 6.06% to HK$33.16, while Sanhua (02050) fell 3.56% to HK$36.34.

The decline follows recent reports that Goldman Sachs conducted research from November 3 to 6, 2025, surveying nine Chinese supply chain companies, including Sanhua, Top Group, Yongtai, and Shuanghuan. The key finding was that most suppliers are aggressively expanding production capacity—both domestically and overseas (primarily in Thailand and Mexico)—to support potential large-scale humanoid robot manufacturing. Their planned annual capacity ranges between 100,000 to 1 million robot-equivalent units.

This expansion appears highly ambitious, as Goldman Sachs' own projections estimate global humanoid robot shipments at just 1.38 million units by 2035. The aggressive planning reflects extreme optimism among suppliers about industry growth. However, the report noted that none of the companies confirmed receiving bulk orders or clear production schedules. Suppliers are adopting a "gradual ramp-up" strategy, scaling production based on actual order fulfillment. While this mitigates immediate overcapacity risks, it remains a high-stakes bet on future demand.

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