HK Stock Market Move | LAIFUAL (03952) surged over 6% in the afternoon. Domestic Siasun Robot & Automation's main factory is ramping up production, which is expected to drive a significant increase in component orders.

LAIFUAL (03952) surged over 6% in the afternoon, and as of the time of writing, it rose 5.89% to HKD 68.35, with a trading volume of HKD 9.7476 million. In terms of news, the domestic Siasun Robot & Automation core factory is ramping up production. Huafu Securities pointed out that domestic component companies supporting the core factory may face a conflict between capacity shortages and expansion cycles, similar to the previous trajectory of the optical module industry chain. This could lead to a mismatch in supply and demand, with orders expected to continue increasing significantly. Whole machine manufacturers and related component suppliers are likely to benefit first from this production ramp-up cycle. According to the prospectus, LAIFUAL is a key provider of precision drive components for Siasun Robot & Automation in China. According to the Zhizhi Consulting report, by 2025, LAIFUAL ranks second among Siasun Robot & Automation's harmonic reducer suppliers in China based on shipment volume, with a market share of 21.4%. In terms of revenue, it also ranks second, with a market share of 12.9%. By the end of 2025, LAIFUAL will be one of the only two manufacturers in the country that have successfully delivered humanoid Siasun Robot & Automation harmonic reducers and entered the mass production stage.