Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
Can Chinese Robots Beat the Big Four? Goldman Sachs Analyzes ESTUN & Inovance
the Wall Street Journal Podcast
7 minutes 8 seconds
3 months ago
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.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
