---
title: "Understanding the Market | SANHUA rose over 5% as Tesla's new robot approaches mass production, Morgan Stanley gives the company a target price of HKD 41"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/257281722.md"
description: "SANHUA's stock price rose by more than 5%, currently reported at HKD 33.86, with a trading volume of HKD 249 million. Tesla founder Musk mentioned at the All-In Summit that the new Optimus robot is about to enter mass production, and SANHUA's long-term cooperation with Tesla is expected to drive growth in its humanoid robot business. JP Morgan has given SANHUA an \"Overweight\" rating, with a target price of HKD 41, implying an upside potential of about 30%"
datetime: "2025-09-15T02:44:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/257281722.md)
  - [en](https://longbridge.com/en/news/257281722.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/257281722.md)
---

# Understanding the Market | SANHUA rose over 5% as Tesla's new robot approaches mass production, Morgan Stanley gives the company a target price of HKD 41

According to Zhitong Finance APP, SANHUA (02050) rose over 5%, with a current increase of 5.42%, priced at HKD 33.86, and a trading volume of HKD 249 million.

In terms of news, Tesla founder Elon Musk discussed the latest developments of the Optimus robot at the All-In Summit. He stated that the third version of Optimus currently being designed will address hand flexibility, possess an AI brain, and is expected to achieve mass production, advantages that no other competitors can match. Dongxing Securities previously pointed out that SANHUA has been a leader in cooling and thermal management for over 40 years, with its core technology extending into three major fields: refrigeration, automotive parts, and robotics. The humanoid robot market, valued in the hundreds of billions, is about to expand, and the company has a long-term partnership with industry leader Tesla, which is expected to drive growth and rapid expansion.

JP Morgan recently issued a research report, giving SANHUA an "Overweight" rating with a 12-month target price of HKD 41, implying about a 30% potential upside from the current level. The bank stated that its core assumption is that SANHUA will expand its humanoid robot business while maintaining its leadership position in refrigeration and electric vehicle thermal management, which will drive a compound annual growth rate of 15% in earnings per share from fiscal year 2026 to 2027 and support further valuation reassessment of the stock

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