Analysts bullish on Shuanghuan despite humanoid robots still in concept stage

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Analysts are bullish on Shenzhen-listed Shuanghuan, a gear box supplier, despite humanoid robots remaining largely conceptual. Deutsche Bank analysts noted that Tesla has been co-developing a new type of gear box, called a reducer, with Shuanghuan for three years, potentially for use in humanoid robot waist joints. Shuanghuan will retain a controlling stake in the planned IPO of its robotics gearbox subsidiary, Fine Motion, which contributed about 5% of the parent's consolidated revenue and net profit in 2025. Deutsche Bank rates Shuanghuan a buy with a price target of 45 yuan ($6.70), while Bernstein analysts, who rate the stock outperform with a 60-yuan target, believe the market underestimates its robotics opportunity, especially as Chinese automakers expand into humanoids. UBS also rates Shuanghuan a buy with a 50-yuan target, trimming it by 3 yuan after second-quarter earnings pressure from key client BYD, but sees AI and robotics unlocking medium- to long-term growth. Morgan Stanley's wrapup of the World Robot Conference highlighted a preference for leading parts makers like Shuanghuan, citing rising standards for component suppliers as deployment begins.

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