We've shortlisted China's semiconductors industry as one of the 5 promising sectors and we've been proven right. The profitability of China's semicondutors industry will continue further because China's semiconductors market size will double in 6 years due to the US technology sanctions.
Xpeng's robot division is valued at US$6.3B based on the recent funding of US$900m and the EV division is valued at US$6.4B. The total value of these 2 divisions is US$12.7B (HKD$99.5B) which is way higher than the current market capitalization of HKD$86B. Furthermore, the valuation of the robot division will increase further based on future funding potential because the current valuation is significantly lower than the existing Unitree's valuation of US$37B. Based on the current market capitalization of HKD$86B, investors are also getting the robotaxi and flying car divisions for FREE.
The other China EV manufacturers that have a robot division are BYD and Xiaomi but their robot divisions are not ready for mass production yet.
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