SANHUA's stock surged 5.18% during intraday trading on Friday, marking a significant upward movement for the company.
The price increase is driven by Tesla's announcement that its Optimus humanoid robot will commence mass production in the second quarter. SANHUA, as a core rotary actuator supplier for the project, has reportedly secured approximately 1.2 billion yuan in procurement orders covering 14 rotary joints and partial linear actuators. The broader humanoid robot sector is also experiencing a recovery, with peer companies like Estun and UBTECH Robotics showing positive performance.
Fundamentally, 23 institutions forecast SANHUA's 2026 net profit to grow by approximately 17.8% year-over-year. Multiple brokerages maintain a Buy rating on the stock, citing the company's robust thermal management operations and the emerging humanoid robot actuator business as a potential second growth curve.
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