三花智控 涨停！“章盟主”席位 再出手

Core Viewpoint - Sanhua Intelligent Control's stock price surged, reaching a trading volume of 14.134 billion yuan and a turnover rate of 7.63% on December 30, with significant net purchases from a well-known investor's trading seat [2][5]. Company Performance - Sanhua Intelligent Control's stock hit a daily limit increase, closing at 52.50 yuan, a rise of 9.99% from the previous day [3][4]. - The company anticipates a net profit attributable to shareholders of 3.874 billion to 4.649 billion yuan for 2025, representing a year-on-year growth of 25% to 50% [4][7]. Investor Activity - The trading seat known as "Zhang Mengzhu" made a significant net purchase of 318 million yuan, marking the second major investment in Sanhua Intelligent Control this year [5][6]. - This investor previously purchased 682 million yuan worth of shares on October 15, coinciding with rumors of a large order from Tesla, which were later denied by the company [5][6]. Industry Context - The recent rise in Sanhua Intelligent Control's stock is linked to a rebound in the humanoid robot sector, which has seen increased trading activity and several stocks hitting their daily limits [7]. - Analysts suggest that the humanoid robot industry's value will be transmitted along the supply chain, with companies that have established technological barriers and mass production capabilities expected to see more pronounced performance [7][8]. Future Outlook - Analysts from CITIC Securities noted that the upcoming release of Tesla's V3 robot in Q1 2026 and the accelerated commercialization of domestic manufacturers could catalyze further market activity [8].