Industrial Machinery and Supplies and Components

Sanhua

Robot

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002050

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In the previous report, we reviewed Sanhua Intelligent Controls’ growth trajectory and core product lines.In this piece, we look ahead to assess Sanhua’s runway in data-center thermal management and humanoid robotics.

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Sanhua: In the AI robotics era, do cross-industry incumbents laugh last?

Deep Research

Any deep dive into the humanoid robot supply chain has to cover Sanhua Intelligent Controls. To unpack its core capabilities, we mapped the company in detail; as the first note in the series, we focus on its growth trajectory and exactly what it makes. Think of this as a concise 'running log' to set the groundwork for studying this manufacturing leader.

Sanhua Intelligent Controls: Unflashy biz — how does it keep riding every boom?

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Entering 2025, three years into the OpenAI-led AI cycle, the industry remains in a full-on AI investment phase. Based on our recent work, Dolphin Research sees 2026 hinging on compute cost-down and on AI capex translating into deployments across software and hardware.The rollout of new hardware is the true incremental driver. Meanwhile, mass production of Tesla's Optimus is drawing closer, and humanoid robots could become the primary AI form factor, reshaping human interaction and productivity.On this premise, Dolphin Research is launching coverage on the robotics supply chain. This is Part 1.

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Humanoid Robots: AI's Best Hope?

Sanhua Smart Control Completes Share Repurchase

Zhisheng Intelligent Control Spent 48,471,500 Yuan to Repurchase 909,700 A-shares

Sanhua Intelligent's revenue growth during the 14th Five-Year Plan period

GIC Private Limited reduces holdings in Sanhua Smart Control by 2,017,300 shares

Sanhua Smart Control Repurchased 1,027,100 A-shares for 49.936 Million Yuan

Kunyi Securities Predicts Zhejiang Shunfeng's Future Performance and Gives a 'Buy' Rating

Sanhua Smart Control repurchased 664,200 A-shares for RMB 29.8768 million

Sanhua Smart Control Predicts 2025 Net Profit Growth of 25% to 3.874 Billion Yuan

Baillie Gifford sold 4.1415 million shares of Sanhua Smart Control

GIC Private Limited Increases Holdings in Sanhua Smart Control

Schroders PLC Increases Stake in Sanhua Smart Control to 15.07%

Sanhua Intelligent Control Repurchased 3,064,700 Shares

Investor Asks Sanhua Intelligent Control About Energy Storage Business and Stock Repurchase

GIC Private Limited reduced holdings in Sanhua Intelligent Control by 449,600 shares

CITICS Securities Report: Zhonghuan Smart Control Sees Q1-Q3 2025 Profits Up, Maintains 'Buy' Rating

Zhishua Smart Control Spends RMB 30.0075 Million to Repurchase 699,300 A-shares

Sanhua Intelligent Control's Registered Capital Increased to About 4.21 Billion RMB

Sanhua Smart Control Spent 19.9976 Million Yuan to Repurchase 429,300 A-shares

Zhisheng Smart Controls Partially Repurchased Shares

Goldman Sachs Downgrades Sanhua Intelligent Controls to Neutral

Ordinary dividend (cash)

Ex Date: 2026.01.15, Cash dividend 0.12 CNY

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Sanhua(002050.SZ)

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