Understanding the Market | LK TECH surged over 13% in the late trading session as the trend towards lightweight robots becomes inevitable, and aluminum-magnesium alloy die casting has great potential

LK TECH's stock rose over 13% in the late trading session, and as of the time of writing, it is up 10.33%, priced at HKD 5.98, with a trading volume of HKD 646 million. On the news front, LK TECH recently signed a strategic cooperation agreement with four companies specializing in magnesium alloy and humanoid robot research and development, officially launching a joint research and development project for magnesium alloy humanoid robots. The project aims to break through the traditional weight and strength bottlenecks of robots, achieving a dual revolution in structural lightweighting and manufacturing efficiency. At the same time, the five parties will jointly establish a "Joint R&D Center for Humanoid Robot Body Components," focusing on overcoming core technical challenges such as magnesium alloy shell molding, process optimization, and lightweight structural design. Zhongtai Securities pointed out that lightweighting is crucial for the endurance and motion response speed of robots, and magnesium-aluminum alloys, due to their low density and good strength, have become ideal materials for robot lightweighting. Everbright Securities also noted in its research report on Yizhiming that lightweighting has become an irreversible development trend in the automotive industry, and magnesium alloys, as important materials for automotive lightweighting, have significant advantages in electric drive systems. Meanwhile, the demand for magnesium alloys in the humanoid robot field is also continuously expanding, and semi-solid magnesium alloy injection molding machines are expected to open new incremental space for the company