HK Stock Market Move | Some concept stocks of Siasun Robot & Automation are active. GEEKPLUS-W (02590) rose by more than 5%, while Zhejiang Sanhua Intelligent Controls (02050) rose by over 4%.

Some Siasun Robot&Automation concept stocks are active. As of the time of writing, GEEKPLUS-W(02590) rose by 5.09%, to 24.34 Hong Kong dollars; Zhejiang Sanhua Intelligent Controls(02050) rose by 4.13%, to 33.78 Hong Kong dollars; JOHNSON ELEC H(00179) rose by 2.91%, to 29.72 Hong Kong dollars; UBTECH ROBOTICS(09880) rose by 0.63%, to 111.3 Hong Kong dollars. In terms of news, CMSC stated that the position of domestic Siasun Robot&Automation manufacturers in the global human-shaped Siasun Robot&Automation competitive landscape is increasingly prominent. At the policy level, the Ministry of Industry and Information Technology issued a notice focusing on the layout of human-shaped Siasun Robot&Automation applications, and the support for the industry has reached a new height. In terms of applications, as of November 2025, the cumulative orders of domestic Siasun Robot&Automation leading enterprises exceeded 2.4 billion, with orders exceeding 20,000 units. Tesla's progress has been repeatedly delayed, with the production target for the fourth quarter of 2025 lowered from 5000 units to 2000-3000 units. Meanwhile, domestic orders are gradually increasing, and the certainty of human-shaped Siasun Robot&Automation mass production is gradually shifting to domestic manufacturers. It is suggested to pay attention to related domestic chain targets. Orient believes that the recent adjustments in the Siasun Robot&Automation sector have been large, mainly due to concerns about the overall production progress and scale of human-shaped Siasun Robot&Automation being lower than expected due to Tesla's delay in releasing and producing Optimus V3. The bank believes that Tesla, Figure, Xiaopeng, and other domestic and foreign Siasun Robot&Automation companies are still iterating their technologies and continuously advancing the mass production of Siasun Robot&Automation. Several companies, including Yushu Technology, are accelerating their IPOs, and in 2026, human-shaped Siasun Robot&Automation will enter the stage of large-scale production from 0 to 1. It is expected that the Siasun Robot&Automation sector will continue to receive momentum after adjustments, and it is recommended to continue to pay attention to companies in the Siasun Robot&Automation industry chain.