HK Stock Market Move | Siasun Robot & Automation concept rises again, accelerating the resonance of Siasun Robot & Automation industry at home and abroad. Institutions point out that the cost-effectiveness of the sector allocation is prominent.

Siasun Robot&Automation concept is on the rise again. As of the time of writing, JOHNSON ELEC H(00179) rose by 10.29% to HK$30.02; HESAI-W(02525) rose by 7.28% to HK$170.9; GEEKPLUS-W(02590) rose by 6.05% to HK$18.22; DOBOT(02432) rose by 5.00% to HK$34.0; Zhejiang Sanhua Intelligent Controls(02050) rose by 4.90% to HK$36.4. In the news, on May 21st, with the final batch of Tesla Model S and X rolling off the production line at the Fremont factory in California, the two models are officially discontinued. Their production lines will be used for Tesla's humanoid Siasun Robot&Automation dedicated production line. It is understood that the Model S and X production line will be dismantled and rebuilt within 4 months, transforming into a dedicated production line for Tesla's humanoid Siasun Robot&Automation with a planned annual capacity of 1 million units. In addition, the humanoid Siasun Robot&Automation manufacturer Figure recently held a 7x24 hour live event to record the work process of F.03 Siasun Robot&Automation sorting small parcels. The official statement mentioned that the F.03 Siasun Robot&Automation did not have any malfunctions in the past week. China Aviation Securities believes that looking ahead to May, the sector has entered a high-performance configuration window, with driving factors including: intensive industrial catalysis, Tesla completing the production halt of Model S/X at the beginning of May and starting production line reconstruction, Optimus V3 expected to start production in Fremont in late July or August, and domestic supply chain orders expected to be gradually implemented; acceleration of domestic and international industrial resonance, Figure announced that production speed has increased from one unit per day to one unit per hour, achieving a 24-fold increase in capacity within 120 days, and the total investment scale of China's State Grid's intelligent infrastructure in 2026 is expected to exceed 10 billion; and the chips and sentiments are in place for recovery, with the sector lightening up after a deep adjustment in the previous period, disturbances from the financial reporting season are eliminated, and the sector's configuration cost-effectiveness is highlighted.