Movement Alert|Estun Automation Falls 8.49% in Regular Trading, Post-Rally Correction Continues Amid Codroid Acquisition Uncertainty

Market Focus07-13

On July 13, Estun Automation (02715.HK) fell 8.49% in regular trading to HK$19.76/share, with turnover of HK$61.36 million. The decline extends a period of extreme volatility following the stock's nearly 46% surge in early July and subsequent sharp corrections.

On the news front, the company recently disclosed plans to acquire 100% of Estun Codroid, a collaborative robot and embodied intelligence maker, through an all-cash deal via its wholly-owned subsidiaries. However, the acquisition target has accumulated net losses of approximately RMB 102 million, and the transaction remains in its preliminary planning stage with no binding agreement signed. Institutional views are sharply divided, with some brokerages maintaining buy ratings while others have set target prices significantly below current levels, citing stretched valuations near 109x PE.

Although the company completed its new board of directors on July 9 with Wu Bo elected chairman and Wu Kan as vice chairman and general manager, governance stabilization has yet to stem profit-taking pressure. The broader Industrial Machinery sector also shows weakness, with GEEKPLUS-W down 3.79% and UBTECH ROBOTICS down 0.76%.

(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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