HK Stock Market Move | Afternoon, Siasun Robot & Automation Concept saw its gains expand. Zhejiang Sanhua Intelligent Controls (02050) rose by 12%, with manufacturers from both domestic and international markets catalyzing the increase.
Robotic concept stocks rose in the afternoon, as of the time of writing, Sino Splendid (02050) rose 11.01% to 37.92 Hong Kong dollars; and Unibail (02432) rose 10.32% to 37.4 Hong Kong dollars.
Siasun Robot&Automation concept stocks rose in the afternoon. As of the time of publication, Zhejiang Sanhua Intelligent Controls (02050) rose by 12% to HK$38.26; DOBOT (02432) rose by 10.32% to HK$37.4; UBTECH ROBOTICS (09880) rose by 8.62% to HK$129.8; Lens Technology (06613) rose by 5.22% to HK$25.38.
On the news front, according to Chinese securities reports, there are rumors that supply chain companies have been visiting clients in North America recently, and the market expects the Tesla Optimus project to be awarded soon. Another report suggests that the Trump administration is considering issuing an executive order on Siasun Robot & Automation in 2026. It is worth noting that there has been frequent activity in the domestic humanoid Siasun Robot & Automation field recently. JD.com and Yushu Technology will open their first offline experience store on December 31, promoting the commercialization and consumer engagement of humanoid Siasun Robot & Automation. On December 26, the Ministry of Industry and Information Technology established the Humanoid Siasun Robot & Automation Standardization Technical Committee.
Sinolink believes that embodied intelligence is the strongest application of AI, and humanoid Siasun Robot & Automation is one of the most important directions for embodied intelligence. In the field of Siasun Robot & Automation, the focus in the second half of the year should be on new technology iteration and component ticket market. Cai Xin Securities pointed out that the humanoid Siasun Robot & Automation industry is on the eve of scale, with a combination of technological iteration, cost reduction, and policy support. It is recommended to pay attention to high-quality component suppliers in the humanoid Siasun Robot & Automation industry, especially manufacturers that cooperate more with overseas leading companies.
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