JOHNSON ELEC H (00179) surged over 10%, rising 10.73% to HK$28.48 at the time of writing, with trading volume reaching HK$483 million.

On the news front, JOHNSON ELEC H announced in July this year the establishment of two joint ventures with Shanghai Electric. The design and manufacturing company will be 51% owned by JOHNSON ELEC H, while the sales company will be controlled by Shanghai Electric with JOHNSON ELEC H holding a 49% stake. The primary purpose of establishing these two joint ventures is to serve the domestic humanoid robot market. The products under development include waist and hip joints, knee joints, ankle joints, as well as dexterous hand actuators and sensors.

Cathay Securities believes that JOHNSON ELEC H has deep expertise in motor design and manufacturing. Through its collaboration with Shanghai Electric, the company's financial strength and capabilities in non-motor components are expected to be enhanced, further strengthening its ability to develop core component systems for humanoid robots. The firm is optimistic about JOHNSON ELEC H's long-term development prospects following its further expansion into humanoid robot component manufacturing.

Previously in May, JOHNSON ELEC H hosted a forum discussing liquid cooling solutions for data centers in the AI era, focusing on how liquid cooling can overcome traditional air cooling limitations to meet the increasing thermal demands of AI servers. A major highlight of the event was the launch of the new DCP series liquid cooling pump, which features high efficiency, low noise, and modular design, specifically tailored for modern data centers and AI server architectures, providing innovative solutions that balance energy efficiency, quiet operation, and system integration.

According to the company's previous annual report, in 2024, the company launched an advanced DC pump for cold plate liquid cooling, which has been widely adopted by data centers and ultra-fast electric vehicle charging stations.