Haozhi Electromechanical (300503.SZ) Reasons for Making the Hot List and Market Analysis

1. Sector Catalyst
   : Leading humanoid robot company UBTech plans to acquire 43% equity of Fenglong Co., Ltd. (002931.SZ) via agreement transfer and tender offer. This event directly drove a general rise in the robot and core components sector. Haozhi Electromechanical, as a supplier of core components such as robot actuators and servo systems, directly benefited [0].
2. Price Performance
   : Today, the stock hit the 20% limit-up, reaching a 52-week high of 43.42 yuan; it has risen 57.89% in the past month and 130.59% since the start of 2025; trading volume was 524,500 shares, three times the average daily volume of the past 60 days (176,500 shares), indicating high attention from market funds [0].
3. Fundamental Situation
   : As of today, the company’s market capitalization is approximately 13.38 billion yuan; in Q3 2025, operating revenue increased by 24.89% YoY, net profit increased by 124.55% YoY, and non-net profit increased by 202.81% YoY, showing significant performance release [0].

1. Sector Linkage Effect
   : Mergers and acquisitions by leading companies in the robot industry have strong transmissibility to the entire industrial chain. Haozhi Electromechanical, as a core component supplier, its stock price performance resonates highly with sector heat [0].
2. Signal of Rising Volume and Price
   : Trading volume increased to three times the average daily level, accompanied by a limit-up to a new high, reflecting market recognition of the company’s position in the robot industrial chain, but short-term speculative sentiment needs to be vigilant against [0].

1. Risk Points
   : Currently, the company’s P/E ratio is 108.23x, at a historically high level; attention needs to be paid to valuation bubble risks; robot sector heat is easily affected by event factors, with possible corrections; intensified industry competition may squeeze profit margins [0].
2. Opportunities
   : The humanoid robot industry is in a stage of rapid development, with sustained growth in demand for core components. Haozhi Electromechanical’s business layout may benefit in the long term; if the high growth trend of performance continues, it can support the company’s value increase [0].

The core reasons for Haozhi Electromechanical (300503.SZ) making the hot list are the resonance between event-driven catalysts in the robot sector and its own high performance growth. The increase in trading volume indicates a significant rise in market attention. However, note that the company’s valuation is high; subsequent comprehensive observation needs to be combined with the long-term development trend of the robot industry, changes in the company’s fundamentals, and the sustainability of sector heat [0].