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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.
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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.
Zhejiang Supcon Technology Co., Ltd. (688777.SH): The third-generation humanoid robot will further integrate DeepSeek's multimodal model, Janus Pro.
On April 15, Gelonghui reported that Zhejiang Supcon Technology Co., Ltd. (688777.SH) stated on the investor interaction platform that in 2024 the company, as the single largest Shareholder, will invest in Zhejiang Humanoid Robot Innovation Center Co., Ltd. This company successfully launched two generations of humanoid robot products, "Navigator No. 1" and "Navigator No. 2," within 2024 and will actively rely on the Ningbo Industry Chain to promote mass production as soon as possible. In the future, the third generation of humanoid robots will further integrate DeepSeek's multimodal model, Janus Pro, to help the robots achieve natural environmental perception and human-machine interaction. Besides humanoid robots.
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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