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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.
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.
Some Wolong Electric Group Co.,Ltd. (SHSE:600580) Shareholders Look For Exit As Shares Take 27% Pounding
Wolong Electric Group (600580.SH): About 80% of the supply to the Americas is produced by the Monterrey plant in Mexico, and its tariffs are stipulated by the US-Mexico-Canada Agreement, not affected by the current USA tariff policy.
On April 8, Glonghui reported that Wolong Electric Group (600580.SH) stated on the investor interaction platform that according to the company's 2023 annual report, the revenue from customers in the Americas, Europe, and Asia-Pacific (excluding China) was 1.988 billion, 2.793 billion, and 0.817 billion yuan respectively, accounting for 12.8%, 17.9%, and 5.2% of the company's total revenue. Currently, about 80% of the supply to the Americas is produced at the Monterrey plant in Mexico, with tariffs set by the USMCA trade agreement, unaffected by the current US tariff policy; the remaining 12% is produced in a factory in Vietnam.
A shares midday review: Chinext Price Index fell by 1.82%, over 4,700 stocks declined, while Gold and Banks stocks rose against the trend.
As of the midday break, the Shanghai Composite Index fell by 0.97% to 3318.77 points, the Shenzhen Component Index fell by 1.66%, and the Chinext Price Index fell by 1.82%.
Take Care Before Diving Into The Deep End On Wolong Electric Group Co.,Ltd. (SHSE:600580)
