Greatoo Intelligent Equipment Inc.: A Quiet Pivot Amid a Booming Robot‑Concept Rally

Greatoo Intelligent Equipment Inc., a Shenzhen‑listed manufacturer headquartered in Jieyang, has long focused on precision tooling for the automotive sector. Its product line—radial tire molds, segment molds, hydraulic tire vulcanizers, precision machine tools, and industrial robots—serves the supply chains of tire and vehicle producers across China and abroad. Despite its steady operations, the company’s recent market activity has drawn attention because it coincides with a larger surge in robot‑concept stocks.

Market Context: A Day of Institutional Buying

On September 18, 2025, the Chinese stock market witnessed a pronounced shift toward machine‑automation and robotics. Across the Shenzhen and Shanghai exchanges, the “龙虎榜” (bully‑list) revealed that 24 stocks attracted institutional net purchases, while 10 experienced net selling. In the same session, 50 stocks appeared on the list of anomalous trades; 26 of these received net buying pressure.

Within this environment, Greatoo’s shares did not headline the list, but the company’s sector—automobile components and industrial machinery—benefited from the broader enthusiasm for robotics. The momentum created a favorable backdrop for firms that supply tooling for automated production lines, including Greatoo.

The institutional flow on that day was dominated by a handful of names, notably 和而泰 (002402.SZ), 巨轮智能 (002031.SZ), and 永泰能源 (600157.SZ). These stocks collectively attracted over 6 billion yuan in net buying, with 和而泰 alone drawing 630 million yuan. While Greatoo was not among the top recipients of institutional capital, its proximity to these high‑profile robot‑concept stocks suggests that investors view its tooling business as complementary to the rising demand for automated vehicle production.

Greatoo’s Position in the Value Chain

Greatoo’s core products—tire molds and hydraulic vulcanizers—are essential components for tire manufacturers, many of whom are upgrading their lines with automation. The company’s production of industrial robots further aligns it with the sector’s shift toward integrated manufacturing solutions. This dual capability places Greatoo in a strategic niche: it can supply both the foundational tooling and the robotic systems that modern tire plants require.

Given the current trend, companies that can provide end‑to‑end solutions for automated production are likely to see increased demand. Greatoo’s diversified product portfolio positions it to capitalize on this momentum, even if its share price does not yet mirror the dramatic gains seen by pure‑play robot stocks.

Financial Snapshot

As of September 16, 2025, Greatoo’s stock closed at 9.05 CNY, falling from a 52‑week high of 11.46 CNY reached on February 25, 2025, to a low of 2.55 CNY on September 19, 2024. The company’s market capitalization stands at approximately 18.08 billion CNY, but its price‑earnings ratio is negative, reflecting ongoing investment in growth rather than current profitability. The negative P/E is not uncommon for firms in the automotive components space, where margins can be thin and capital intensity high.

Outlook

The recent institutional buying spree in robot‑concept stocks highlights a broader industry shift toward automation in automotive manufacturing. Greatoo, with its established manufacturing base and complementary product mix, is well positioned to serve this evolving market. While its share price remains relatively subdued compared to the flashy gains of pure‑play robotics names, the company’s strategic alignment with automation trends suggests that it could benefit from the continuing transformation of the automotive supply chain.

Investors looking for exposure to the automotive automation wave might consider Greatoo as a potential long‑term play, given its role in supplying critical tooling and robotic solutions to tire manufacturers and other vehicle component producers. As the sector matures, companies that can seamlessly integrate tooling and automation technologies—exactly what Greatoo offers—are likely to see sustained demand and incremental valuation upside.