On September 24, SANHUA rose 3.03% in regular trading, reaching HKD 25.2, with turnover of approximately HKD 92.46 million. The rally was driven by news that Tesla's Optimus robot team has commenced mass production supplier audits at SANHUA and other Yangtze River Delta supply chain companies.

According to market reports, Tesla's robot division visited key Chinese manufacturers including SANHUA to evaluate readiness for Optimus humanoid robot volume production, covering core electromechanical components such as joint modules, actuators, and precision structural parts. Industry sources indicate these companies had previously secured Tesla humanoid robot orders and are expected to begin production promptly upon passing the audit. The inspection reportedly carries an initial batch order of approximately 5,000 units, upgrading the reviewed suppliers from provisional to certified mass production partners.

A Citi research note estimated SANHUA's net profit exposure to Optimus at roughly 3% under a 100,000-unit production assumption. Separately, SANHUA reported H1 revenue of RMB 16.9 billion, up 3.9% year-over-year, while attributable net profit declined 3.1% to RMB 2.044 billion, with its core automotive thermal management segment delivering 10% revenue growth.

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