Core Viewpoint - Sanhua Intelligent Control clarified that it has not received any large orders for robots, countering rumors circulating in the media [2][4]. Group 1: Company Clarification - On October 15, Sanhua Intelligent Control issued a clarification announcement regarding rumors of receiving a large robot order, stating that these claims are untrue and that there are no undisclosed significant matters [2]. - The company did not conduct any media interviews on the same day [3]. Group 2: Market Reaction - Following the rumors, Sanhua Intelligent Control's A and H shares experienced a rapid increase, with A shares closing at 44.18 CNY per share, resulting in a total market capitalization of 182.1 billion CNY [5]. - The Hong Kong shares closed at 39.5 HKD per share, up 12.92%, with a total market capitalization of 199.4 billion HKD [7]. Group 3: Trading Activity - According to today's trading data, speculative investors net bought 682 million CNY worth of shares, while some institutional investors sold more than they bought [9]. - The top five buying institutions included a significant net purchase of 682 million CNY from Guotai Junan Shanghai Pudong [10]. Group 4: Company Background - Sanhua Intelligent Control is the exclusive supplier of joint actuators for Tesla's robots. Elon Musk previously stated that Tesla's Optimus humanoid robots aim to produce 5,000 units in 2025 and 100,000 units in 2026, which had previously driven up related stock prices [11]. - However, recent news about delays in the mass production of Tesla's Optimus robots led to a significant drop in Sanhua Intelligent Control's stock price, nearly hitting the limit down on October 10 and experiencing further declines on October 14 [11].
1800亿巨头,深夜公告!
中国基金报·2025-10-15 15:34