ShareValue scores for 6731.HK: Valuation 50, Quality 49, Growth 50, Health 46.
6731.HKHKEX
Direct Drive Tech Limited
HK$42.74
(-4.64%)
Updated
6731.HKHKEX
Direct Drive Tech Limited
Updated
Pulse
Pulse
Fundamental Rating
Value Trap Risk
If P/E met sector median
Rating
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P/E to median
Company Details
Direct Drive Tech Limited designs, develops, manufactures, and commercializes robotic actuator modules and robots. The company manufactures direct drive actuator modules that provide high-precision torque output and real-time motion control for robotic systems through optimized direct drive motors and integrated control systems for consumer, industrial, and commercial applications. It also manufactures embodied joint modules for robot joints, including fingers, wrists, elbows, and knees. Its products include the P1010 Series, P0610 Series, and HMC Series for commercial and research use. In addition, the company manufactures wheel-legged robots, including the Diablo direct drive dual-wheel-legged robot, the TITTA eight-degree-of-freedom dual-wheel-legged robot with dual hot-swappable batteries, the TITATIT reconfigurable wheel-legged robot formed by assembling two TITTA units, and the D1 fully modular dual-wheel-legged robot. It deploys its robots for campus and office building inspections, tunnel safety inspections, and delivery services in residential and commercial communities. Further, it develops drive-control software systems for motor control of direct drive actuator modules and embodied joint modules, motion-control systems for movement coordination of robots, and the direct drive delivery platform, a delivery and logistics software system. The company serves consumer, commercial, industrial, and research customers. Direct Drive Tech Limited was formerly known as Dongguan Direct Drive Technology Co., Ltd. and changed its name to Direct Drive Tech Limited in December 2025. Direct Drive Tech Limited was founded in 2020 and is headquartered in Beijing, China.
Score Analysis
AI Investment Thesis
Valuation is rated fairly valued: P/S of 42.89 sits roughly 8.4x above the 5.1 sector average, though that premium reflects a loss-making Chapter 18C robotics listing rather than a cheap multiple.
Profitability is the decisive weakness: FY25 revenue rose 253% to RMB281.7m but net loss widened to RMB881.0m, and first-half 2026 EPS was negative RMB1.23.
The most important recent event was the 24 October 2026 lapse of the IPO over-allotment option with no stabilization trades, leaving float and share count unchanged.