1800亿巨头深夜突发公告,下午追涨停的游资懵了……
Zhong Guo Ji Jin Bao·2025-10-15 22:41

Core Viewpoint - The news highlights that Sanhua Intelligent Control has denied rumors regarding receiving a large order for robots, specifically from Tesla, clarifying that no undisclosed significant matters exist [1] Company Summary - On October 15, Sanhua Intelligent Control issued a clarification announcement regarding widespread media speculation about securing a substantial robot order, confirming the rumors are untrue [1] - The company did not conduct any media interviews on the same day [1] - Following the rumors, Sanhua's A-shares surged to a limit-up, closing at 44.18 CNY per share, with a total market capitalization of 182.1 billion CNY [1] - The Hong Kong shares closed at 39.5 HKD per share, up 12.92%, with a total market capitalization of 199.4 billion HKD [1] - The stock saw a net buy of 682 million CNY from retail investors, although some institutional investors sold off their shares [1] Industry Summary - Sanhua Intelligent Control is identified as the "exclusive supplier" of robotic joint actuators for Tesla [1] - Elon Musk previously stated that Tesla's Optimus humanoid robot aims to trial production of 5,000 units in 2025, with a target of 100,000 units in 2026, which has driven interest in related stocks [1] - However, recent news about delays in the mass production of the Optimus robot led to a significant drop in Sanhua's stock price, nearly hitting the limit down on October 10 and experiencing further declines on October 14 [1]