HK Stock Market Move | Siasun Robot&Automation concept shows strong momentum, Ningbo Joyson Electronic Corp.(00699) rises over 10%, Tesla Optimus mass production continues to advance.

Siasun Robot&Automation concept stocks show strong momentum. As of press time, Ningbo Joyson Electronic Corp.(00699) rose 9.07% to HK$10.7; LAIFUAL(03952) rose 8.46% to HK$30; UBTECH ROBOTICS(09880) rose 5.19% to HK$65.9; Zhejiang Sanhua Intelligent Controls(02050) rose 4.12% to HK$21.72. On the news front, Tesla's humanoid Siasun Robot&Automation mass production process is accelerating. Tesla's core supplier Xinjian Transmission stated in its reply to the ChiNext listing review inquiry letter disclosed on October 12 that the hardware design plan for Optimus V3 has basically been frozen and finalized, and is about to enter the mass production cycle. Open Source Securities believes that Xinjian Transmission's listing represents a repricing of Tesla's Siasun Robot&Automation core component assets, providing a reference for asset value revaluation of other high-quality companies in the industry chain. CMSC International pointed out that leading humanoid Siasun Robot&Automation manufacturers in the embodied intelligence sector have begun large-scale deliveries, driving strong revenue growth, while second-tier enterprises are still in the capacity-building stage; industrial, collaborative, logistics, and service Siasun Robot&Automation enterprises are expanding into embodied intelligence and overseas markets. The sector has recently come under pressure from factors including liquidity constraints, expiration of lock-up periods, and tightening listing policies; key catalysts in the fourth quarter include Tesla Optimus capacity ramp-up, as well as new product launches and customer reorder momentum from leading enterprises.