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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.
Xianglou New Material (301160.SZ): A portion of the production at the Anhui factory in the second half of the year will be used for Bearing materials.
On April 16, Gelonghui reported that Xianglou New Materials (301160.SZ) mentioned in a recent investor relations activity that the Anhui factory will allocate a portion of its production to Bearing materials in the second half of the year. The equipment for Bearing materials includes cold rolling equipment and heat treatment lines, and there is no difference in the process route; only some upgrades have been made to the machinery.
Suzhou Xianglou New Material Co., Ltd.'s (SZSE:301160) Stock Is Going Strong: Is the Market Following Fundamentals?
Xianglou New Materials (301160.SZ): The company's export Business accounts for less than 1%.
On April 15, Gelonghui reported that Xianglou New Materials (301160.SZ) stated on the investor interaction platform that the company's export Business accounts for less than 1%, and the recent tariff increase in the USA has no impact on the company.
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.
