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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.
Ningbo Junpu Intelligent Manufacturing Co., Ltd. 2024 Annual Report
Summary of the 2024 Annual Report of Ningbo Junpu Intelligent Manufacturing Co., Ltd.
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.
Junpu Asia Vets (688306.SH): The USA business mainly operates through local subsidiaries, and the operations of the USA subsidiary are not affected by changes in tariff policies.
Gelonghui reported on April 8 that Junpu Intelligent (688306.SH) stated on the investor interaction platform that in 2024, the Business exported from China to the USA accounts for less than 1% of the company's revenue, and changes in tariff policies have little impact on the company's production and Operation. The company has established subsidiaries in the USA and has been operating for many years, mainly conducting USA Business through local subsidiaries, which are not affected by changes in tariff policies.
Would Ningbo PIA Automation Holding (SHSE:688306) Be Better Off With Less Debt?