HK Recently Listed Stocks Watch | HUAYAN ROBOTICS (01021.HK) up 12.00%, recent Stock Connect inclusion with cornerstone lock-up expiry approaching

NewTimeSpace (newtimespace.com) News, on 16 September 2026, robot-themed shares traded in a range, while HUAYAN ROBOTICS (01021.HK) strengthened. As of 15:15, the company quoted HKD 11.110, up 12.00%.

On the news front, HUAYAN ROBOTICS was recently included as a Stock Connect eligible stock, allowing mainland investors to trade the shares through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, and was simultaneously included as a constituent of the Hang Seng Composite Index, with both changes taking effect from 7 September. From 9 to 11 September, the 27th China International Optoelectronic Exposition was held in Shenzhen, where the company presented a number of high-precision motion platforms, highlighting XYZ three-axis optical coupling platforms, XY motion platforms and Z-axis voice coil motor products, and exchanged views with upstream and downstream customers on high-precision motion solutions and customised development.

HUAYAN ROBOTICS (01021.HK) listed on the Main Board of the Hong Kong Stock Exchange on 30 March 2026 at an offer price of HKD 17.00, with 92.9026 million shares issued, and its nearest lock-up expiry date is 30 September 2026. Regarding its shareholding structure, the 45.2656 million shares subscribed in aggregate by the company's nine cornerstone investors (approximately 8.1% of total share capital after listing) are subject to a six-month lock-up expiring at the end of September 2026; the approximately 390 million shares held by the controlling shareholders and pre-IPO shareholders (about 70% of total share capital) are subject to a 12-month lock-up and will become tradable from 30 March 2027.

HUAYAN ROBOTICS (01021.HK) focuses on the R&D, production and sale of collaborative robot complete machines and embodied-intelligence core motion components. Its products span the E-series and S-series collaborative robots as well as frameless torque motors, high-performance servo drives, humanoid joint modules, seven-axis humanoid arms and precision motion platforms, alongside its self-developed HRC embodied-intelligence control platform. The products are widely used in 3C electronics, automotive, warehousing and logistics, semiconductors and healthcare, covering more than 50 countries and regions.

In terms of financial performance, on 27 August the company disclosed its first interim results after listing. For the first half of 2026, revenue was RMB 174.05 million, up 0.6% year on year; gross margin was 32.3%, down 4.1 percentage points from 36.4% a year earlier; the net loss was RMB 56.904 million, compared with a net loss of RMB 19.174 million a year earlier; basic loss per share was RMB 0.11 and no interim dividend was declared. During the reporting period, selling expenses were RMB 33.984 million, up 48.2% year on year, and the company recorded an exchange loss of RMB 29.914 million. As of 30 June, the company's debt-to-asset ratio had fallen to 8.6% from 22% at the end of the previous year, with cash and cash equivalents of RMB 996.21 million.

BOCOM INTL believes that the market generally regards the company as a single collaborative robot body manufacturer, which represents a clear expectation gap; the company has gradually grown into a platform-type robotics company with collaborative robots as its scale base and core motion components and motion control capabilities as its growth core. The institution expects the company's revenue to grow at a compound annual rate of about 51% from 2026 to 2028, with the revenue share of core motion components rising from 25.6% in 2025 to about 40% in 2027 to 2028.

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