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Investing.com -- Asia’s robotics sector is gaining momentum as automation trends and artificial intelligence development accelerate across the region. Bernstein identified three emerging performers in this growing market that offer significant potential for investors looking to capitalize on robotics innovation.
Bernstein noted that the best bets in robotics were companies with broad exposure to to robotics, not just humanoids, as well as firms with broad customer bases and the ability to adapt to a wide range of different technologies.
The brokerage initiated coverage of five Chinese emerging robotics stocks, although it only rated three at Outperform.
Bernstein said Shunghuan established itself as a global leader in gears and reducers, showcasing comprehensive expertise in gear technology. The company has demonstrated its capabilities by consistently winning in head-to-head competition with rivals. While traditionally focused on industrial components, Shuanghuan’s growth is increasingly driven by non-humanoid robots, including robotic vacuums and industrial robots. According to Bernstein, the company is well-positioned for the emerging humanoid robot era, having made strategic preparations to capitalize on this future market.
Hesai has emerged as a global frontrunner in "laser eyes" technology, a critical component for advanced robotics systems. Bernstein expects the company to benefit substantially from two major growth drivers: the booming intelligent vehicles market and emerging robotics applications. The analysis suggests Hesai’s profitability has significant room for improvement through economies of scale as production volumes increase to meet growing demand across these sectors.
In a recent update, Hesai Group reported a significant revenue increase for the third quarter of 2025, rising 47% year-over-year to RMB 795 million. The company also announced a record quarterly GAAP net income of RMB 256 million.
Tuopu has built its reputation as a leading platform-oriented automotive parts company. The firm has gained recognition as an actuator supplier for Tesla’s humanoid robot project, establishing its credentials in advanced robotics. Bernstein notes that Tuopu’s growth trajectory has been driven by its demonstrated ability to broaden its expertise across multiple domains. This capability is expected to support the company’s future expansion into a more diverse robotics product portfolio, ultimately enabling Tuopu to reach a wider customer base beyond its current market segments.
Tuopu recently received rating downgrades from both Goldman Sachs and JPMorgan. Goldman Sachs lowered its rating to Neutral, citing second-quarter 2025 results where revenue and net profit fell below the firm’s expectations.
These three companies represent different aspects of the robotics value chain, from core components to specialized technologies, positioning them to benefit from the continued expansion of automation across Asian markets.
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