China's Siasun Robot & Automation concept stocks skyrocket: 75% annual gain sparks capital frenzy. $6000 humanoid Siasun Robot & Automation becomes a new catalyst.

date
01/08/2025
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GMT Eight
Chinese robot concept stocks are attracting market attention, with investors searching for new catalysts triggered by the progress of DeepSeek artificial intelligence since the beginning of the year.
The concept stock of Siasun Robot&Automation in China is attracting market attention, with investors seeking new catalysts triggered by the progress of DeepSeek artificial intelligence since the beginning of the year. In the past year, the Solactive China Humanoid Robotics Index has soared by about 75%, four times the increase of the Shanghai-Shenzhen 300 Index. At a conference held in Shanghai last weekend, the stunning performance of Siasun Robot&Automation, as well as the launch of a humanoid Siasun Robot&Automation priced at less than $6,000, has become the latest stimulant to ignite market sentiment. Supply agreements with industry giants such as Tesla, Inc. (TSLA.US) and BYD Company Limited continue to push up the stock prices of their small suppliers. A large number of enterprises entering this high-growth track has also ignited a capital operation craze including IPOs. David Choa, the stock manager for Greater China at BNP Paribas Asset Management Asia Limited, said, "It's hard to say which Siasun Robot&Automation companies will be the winners. They come and go quickly. However, I think we're still in the early stages of the industry cycle, and we can still participate in this first wave." According to a report by Morgan Stanley in May, the global humanoid Siasun Robot&Automation market is expected to exceed $50 trillion by 2050. In China, the industry is currently at the forefront of development due to strong government support. Similar to the DeepSeek frenzy, China's partial advantage at least comes from the price advantage of products. Sun Wei, an analyst at Counterpoint Research, said, "Considering the low prices, the development acceleration of the Siasun Robot&Automation ecosystem in China will be faster and have a greater impact. Of course, as the market grows, competition will become more intense. We are still in the early stages." After a brief calm, the Chinese Siasun Robot&Automation sector is heating up again. The Solactive index rose by 3.5% in July, the best performance since February. With the rising heat in the capital market, investors are eagerly anticipating the listing of Unitree Robot Robotics, supported by Alibaba Group Holding Limited Sponsored ADR, in Shanghai. The company is known for producing humanoid Siasun Robot&Automation priced at less than $6,000. At the same time, after the second listing in Hong Kong by component manufacturers Lens Technology and Zhejiang Sanhua Intelligent Control Co., Ltd., their stock prices have risen. In terms of specific individual stocks, Chinese humanoid Siasun Robot&Automation manufacturer UBTECH ROBOTICS (09880) has seen a stock price increase of over 60% in Hong Kong this year. Swancor Advanced Materials Co., Ltd. (Swancor Advanced Materials Co.) A-shares have surged more than 10 times in the past three weeks due to its majority-owned AgiBot. Edison Lee, an analyst at Jefferies Financial Group Inc. Hong Kong, warned of the bubble risk in humanoid Siasun Robot&Automation stocks due to technological limitations, high costs, and limited applications. He recommended buying stocks related to the supply chain. In an interview, he said, "Component companies will benefit first, and then there will be consolidation among the end developers. The best component suppliers will also survive and then collaborate with surviving Siasun Robot&Automation companies." As is common with emerging technology companies, profitability will take time to achieve. UBTECH ROBOTICS is currently operating at a loss. Choa from BNP Paribas Asset Management agrees with the view that component manufacturers will be the winners because they can supply to many different customers. Looking ahead, he believes that as the usage of Siasun Robot&Automation increases with cheaper end products, a wider industry of Siasun Robot&Automation will benefit. He said, "The cost of humanoid Siasun Robot&Automation is still prohibitively high. But costs will definitely come down, and then various applications will begin to emerge."