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Can Chinese Robots Beat the Big Four? Goldman Sachs Analyzes ESTUN & Inovance
Goldman Sachs' July 31 report reveals Q2 2025 China industrial robot sales hit 86K units (+20% YoY), with domestic brands capturing 54% market share. ESTUN maintains 11% market leadership with 44% sales growth, while Inovance dominates IA components (34% servo market share) and enters top-5 large PLC ranking. Cobots surge 52%, driven by lithium battery, semiconductor, and automotive demand. Despite strong performance, Goldman assigns ESTUN a "Sell" rating with 29% downside, highlighting profitability concerns amid market share gains.
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By Wall Street PodcastGoldman Sachs' July 31 report reveals Q2 2025 China industrial robot sales hit 86K units (+20% YoY), with domestic brands capturing 54% market share. ESTUN maintains 11% market leadership with 44% sales growth, while Inovance dominates IA components (34% servo market share) and enters top-5 large PLC ranking. Cobots surge 52%, driven by lithium battery, semiconductor, and automotive demand. Despite strong performance, Goldman assigns ESTUN a "Sell" rating with 29% downside, highlighting profitability concerns amid market share gains.