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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.
Hechuan Technology (688320.SH): Plans to launch a restricted stock incentive plan for 2025.
Gelonghui, April 21丨Hechuan Technology (688320.SH) announced the 2025 restricted stock incentive plan, which intends to grant 2.6023 million shares of the company's restricted stocks to the incentivized individuals, accounting for approximately 1.72% of the company's total share capital of 151.0137 million shares as of the announcement date of this incentive plan.
Hechuan Technology (688320.SH): 5.2957 million restricted shares will be unlocked on April 28.
Gelonghui, April 17 - Hechuan Technology (688320.SH) announced that the total number of stocks listed for circulation this time is 5.2957 million shares. The stock listing date for circulation is April 28, 2025.
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.
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