VEICHI Electric receives net institutional purchases of 95.26 million yuan as its positioning in robot components draws attention
On 28 October, the humanoid robot theme strengthened, with VEICHI Electric rising 18.84% and receiving net institutional purchases of 95.26 million yuan; several other robot-themed stocks saw net institutional selling on the same day.
VEICHI Electric’s positioning in robot motion actuators has attracted institutional attention, but its current earnings come mainly from industrial automation, while institutional fund flows among robot-themed stocks have diverged.
What did institutional investors buy during the market rebound?
On 28 October, the ChiNext Index rose more than 3%, and turnover on the Shanghai and Shenzhen markets reached 1.63 trillion yuan, up 167.5 billion yuan from the previous trading day; the humanoid robot theme was active.
Institutional participation declined from the previous day: of the 29 stocks with net institutional purchases or sales exceeding 10 million yuan, 11 saw net buying and 18 saw net selling. VEICHI Electric received net purchases of 95.26 million yuan, ranking first on the day’s list, and its share price rose 18.84%.
Which parts of the robotics value chain does VEICHI Electric’s business cover?
The company provides motion actuator solutions for humanoid robots and independently develops rotary and linear joint modules, coreless motor modules, frameless torque motors and power solutions for dexterous hands, covering joint motion and hand actuation.
Its products also include integrated servo wheels, low-voltage servo systems and coreless motor drivers, which can be used in mobile, collaborative and service robots. The company’s AI agent platform is already capable of guiding dynamic robotic-arm operations, detecting defects and automatically sorting items.
Industrial automation remains the main source of the company’s earnings; the company also says its frequency inverters designed for water pumps can be used with cooling circulation pumps in data centers.
Why did institutional fund flows diverge even as the robot theme strengthened?
On the same day, Wanxiang Qianchao hit its daily price limit, but institutions sold a net 20.47 million yuan; the company is working on robotics projects involving products such as roller screws, precision shafts and bearings.
Fuller New Material also hit its daily price limit, while institutions sold a net 108 million yuan. It is jointly developing its flexible sensors with some dexterous-hand companies and building a pilot production line.
The two companies differ from VEICHI Electric in the parts of the product chain they occupy and the stages of their businesses, and the day’s Dragon and Tiger List shows different institutional buying and selling directions. பய
