SANHUA(SZ:002050) Di Yi Cai Jing Zi Xun·2025-10-18 03:47Core Viewpoint - The stock price of Sanhua Intelligent Control surged due to rumors of a significant order from Tesla, leading to a rapid increase in trading volume and price across the humanoid robot sector [2][4][20]. Group 1: Stock Performance - Sanhua Intelligent Control's stock reached a limit-up price of 44.18 CNY per share within half an hour, with a total trading volume of 11.98 billion CNY on October 15 [2][22]. - The stock's price fluctuated over 11% during the trading session, indicating high volatility driven by the rumor [4][23]. - The company's Hong Kong shares also saw a significant increase, closing up 12.98% [2]. Group 2: Rumor Propagation - The rumor originated from an overseas social media platform, where a user claimed that Sanhua had secured a 6.85 billion USD order from Tesla for humanoid robots [4][12]. - The rumor was strategically timed for release after the A-share market opened, allowing for maximum exposure and engagement before the market closed [18]. - Subsequent retweets and mentions by other accounts, including those claiming to provide Tesla news, helped amplify the rumor's credibility [17][19]. Group 3: Market Reaction - Significant buying activity was observed from retail investors, institutions, and foreign capital, with the top five trading seats accounting for nearly 3.5 billion CNY in transactions [3][22]. - Notably, a well-known trading seat associated with retail investor "Zhang Mengzhu" recorded a net purchase of over 680 million CNY on that day [3][20]. - Despite the buying frenzy, there were signs of profit-taking by institutional investors and foreign capital, with substantial sell-offs recorded [24][21]. Group 4: Clarification and Aftermath - On the evening of October 15, Sanhua Intelligent Control issued a clarification stating that the rumors regarding the Tesla order were untrue, leading to a significant drop in its stock price the following day [16][18]. - The stock fell over 6% in Hong Kong and nearly 3% in A-shares after the clarification [16].