SANHUA(SZ:002050) 智通财经网·2025-09-16 05:48Group 1 - The core viewpoint of the article highlights the significant stock price increase of Sanhua Intelligent Control, which rose over 10% in the afternoon trading session, with a current price of 35.92 HKD and a trading volume of 8.05 billion HKD [1] - Tesla's recent activities, including Elon Musk's purchase of 2.569 million shares at an average price of 389.3 USD per share, valued at approximately 1 billion USD, indicate strong confidence in the company's long-term development [1] - Sanhua Intelligent Control is deeply integrated with Tesla, serving as the main supplier for Tesla's humanoid robot actuator assembly, which positions the company favorably within the growing robotics sector [1] Group 2 - According to Morgan Stanley's research report, Sanhua Intelligent Control has been given an "overweight" rating with a 12-month target price of 41 HKD, suggesting a potential upside of about 30% from the current level [1] - The core assumption of the report is that Sanhua Intelligent Control will expand its humanoid robot business while maintaining its leadership in refrigeration and electric vehicle thermal management, which is expected to drive a compound annual growth rate of 15% in earnings per share from fiscal years 2026 to 2027 [1]