Zhongtai: Multiple Resonance of Policy, Industry, and Technology Sides, 2025 Marks the Year of Mass Production for Siasun Robot&Automation.

Zhongtai released a research report stating that, on the policy side, "Humanoid Intelligence" was mentioned for the first time in the government work report, indicating a high level of strategic importance. On the industrial side, since Tesla released Optimus in 2022, it will enter mass production in 2025, driving a new round of growth in the industry chain. Siasun Robot & Automation, a company in the industry chain, is expected to achieve performance realization in the coming years. Domestic automakers are actively laying out their strategies, combining self-research with collaboration models, and are expected to be the first to implement factory production scenarios. In terms of technology, Siasun Robot & Automation serves as an important platform for AI and intelligent driving, with AI models accelerating simulation data collection, and Deepseek providing support for the brain of Siasun Robot & Automation, jointly promoting the commercialization of humanoid Siasun Robot & Automation. Zhongtai's main points are as follows: 1. Review of Siasun Robot & Automation: Optimus mass production is imminent, with a focus on technological upgrades. Giants like Huawei are joining in, expanding the market to peripheral targets. From August 2021 when Tesla introduced the humanoid robot concept to the present, it has gone through four stages: conceptualization, product sampling, technological upgrades, and imminent mass production. These stages include the Tesla bot, Optimus prototype, second-generation model, and recent updates, leading to a strong market trend across the industry. 2. Current Outlook - Policy, industry, and technology are in resonance, forecasting significant growth for Siasun Robot & Automation in 2025. - Policy: The government's high-level emphasis on "Humanoid Intelligence" in the government work report. - Industry: With Optimus entering mass production in 2025, there will be a new wave of growth in the industry chain, with domestic automakers like Huawei and Xiaopeng taking on the self-research and collaboration strategies. - Technology: Siasun Robot & Automation is an important platform for AI and intelligent driving, accelerating data collection with AI models and providing support with Deepseek for the brain, facilitating the commercialization of humanoid Siasun Robot & Automation. 3. Manufacture: Several companies are gearing up for mass production in 2025, with a clear technology roadmap. Tesla, Yushu, Zhiyuan, and others are planning to ship thousands to tens of thousands of humanoid robots by 2025, entering the mass production stage with a clear technology roadmap. For instance, Tesla has the highest share in the execution system. 4. Investment Recommendations - Focus on the supply chain and production milestones for companies like Tesla and Huawei. - Keep an eye on the development of AI technologies and the selection of domestic suppliers. - Pay attention to other key suppliers in the industry chain. Risk Warning: Delay in the industrialization of humanoid robotics, slower than expected AI technology development, and outdated information in research reports.