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Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Open Source Securities: The humanoid robot half marathon showcases the advantages of China's Industry Chain, and the technological shortcomings are also clearer and more defined.
As a concrete demonstration of the national strategy for humanoid robots, the "One Competition, One Conference" industrial ecosystem strategy is also a warm-up for the upcoming World Humanoid Robot Games to be held in August.
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
Shenzhen Inovance Technology (300124.SZ): The company has currently laid out the electrification of the Agricultural Machinery industry.
According to Gelonghui on April 14, Shenzhen Inovance Technology (300124.SZ) stated on the investor interaction platform that the company has already established a footprint in the electrification of Agricultural Machinery and has partnered with domestic Agricultural Machinery manufacturers.
Shenzhen Inovance TechnologyLtd's (SZSE:300124) Earnings Growth Rate Lags the 28% CAGR Delivered to Shareholders
102884128 : getting disappointed with this counter. every day drop.