ZHAOWEI (SEHK: 02692) shares surged more than 6% before the midday break. At the time of writing, the stock was up 4.44% to HK$70.6, with a turnover of HK$139 million.
Market sentiment is being driven by a post from a prominent retail investor known as "Serenity," which highlighted a Chinese-listed company as their top pick for exposure to the humanoid robotics sector. The post mentioned the company's involvement in various core components for humanoid robots, including reducers, actuators, motors, joints, and its expansion into planetary roller screws. This post spread rapidly and ignited interest across the humanoid robot core components sector.
Previously, CCB International released a research report identifying Zhaowei as the sole H-share play focused on dexterous hands for humanoid robots. The report highlighted three key points for its core investment value in the H-share market: firstly, its leading position in the niche dexterous hand segment for humanoid robots, benefiting from accelerating industry adoption; secondly, the scarcity of H-share listed companies focused on core robot components, giving it unique allocation value; and thirdly, its valuation appears reasonable compared to A-share and H-share peers, offering defensive advantages.
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