JPMorgan: Robotics and Factory Automation Industry Report—Raising Humanoid Robot Shipment Forecasts; Initiating Coverage on Unitree Robotics; Downgrading Huichuan Technology and Estun

Main pointsJPMorgan has significantly raised its forecasts for global humanoid robot and Chinese industrial robot shipments. The bank expects global humanoid robot shipments to surge from 18,000

CSOPOct 6 18:25

Asia Infrastructure, Industrials, and Transportation: Top Stock Picks and Strategy Outlook for 2026

Main pointsTransportation Sector: Retain the winners, with selective exposure to catch‑up opportunities in ports. Geopolitical tensions and supply-chain restructuring have enhanced the value of

CSOPOct 5 20:36

In-depth Research Report on Sanhua (002050): Ranked First Globally in Integrated Thermal Management Components for New Energy Vehicles, with Operating Performance Repeatedly Hitting Record Highs

1. Sanhua is a dual-listed company on both the A-share and H-share markets.

Zhiyan ConsultingOct 5 00:00

Sanhua (02050.HK) saw its H-share holdings increased by Schroders by 1.3014 million shares, valued at approximately HK$31.4636 million.

On October 2, according to documents disclosed by the Hong Kong Stock Exchange on that day, Schroders PLC increased its holdings on September 29 at an average price of HK$24.1767 per share.$Sanhua (02

Futu NewsOct 2 17:12

Schroders PLC reduced its stake in Sanhua (02050) by 64,900 shares at approximately HK$24.03 per share.

On September 28, Schroders PLC reduced its holding in Sanhua (02050) by 64,900 shares, at a price of HK$24.0309 per share, for a total amount of approximately HK$1.5596 million.Zhitong Finance APP

Zhitong FinanceSep 30 19:37

[Major Broker] China Merchants Securities International: Humanoid Robots Enter Volume Delivery Phase; Supply Chain Moves Toward Platformization and Modularity; Watch Ubtech Robotics, XPeng, etc.

China Merchants Securities International released a research report stating that leading humanoid robot manufacturers in the embodied intelligence sector have begun large-scale deliveries, driving

AASTOCKSSep 30 12:04