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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.
Softstone Power (301236.SZ): The transition factory of Softstone Intelligent Manufacturing Base located in the JING-JIN-JI Xinchuang Town has been activated.
On April 8, Glonghui reported that Rongtong Power (301236.SZ) announced the activation of its transition factory at the Rongtong Intelligent Manufacturing Base located in the JING-JIN-JI New Innovation Town, based on the good expansion of previous Business and progress in project bidding. Additionally, the company recently received information regarding the progress of related project bids. The relevant content is as follows: 1. Activation of the transition factory at the Rongtong Intelligent Manufacturing Base located in the JING-JIN-JI New Innovation Town. The JING-JIN-JI New Innovation Town is a key project for Peking to promote the orderly expansion of the urban framework of the urban sub-center into enhancing urban functions and economic endogenous power. As an early enterprise landing in the JING-JIN-JI New Innovation Town, Rongtong Power will be based on high-level Technology.
Investors Give ISoftStone Information Technology (Group) Co., Ltd. (SZSE:301236) Shares A 29% Hiding
ISoftStone Information Technology (Group) (SZSE:301236) Has A Somewhat Strained Balance Sheet
