Hong Kong Concept Tracking | The world's first humanoid Siasun Robot & Automation half marathon starts, institutions: explore investment opportunities in commercialization landing faster links such as the dexterous hand (with concept stocks)

On April 19th, the world's first humanoid Siasun Robot&Automation half marathon was held in Beijing, attracting a lot of attention. At this event where technology and sports meet, "Tiangong Ultra" Siasun Robot&Automation took the lead with a time of 2 hours 40 minutes and 42 seconds, winning the championship. "N2" Siasun Robot&Automation and "Walker No. 2" Siasun Robot&Automation also performed well, finishing second and third respectively. Public information shows that the champion Tiangong Ultra was developed by the Beijing Siasun Robot&Automation Innovation Center. The Innovation Center was formed by leading companies in the Siasun Robot&Automation industry such as UBTECH ROBOTICS, Jingcheng Mechanical and Electrical, Xiaomi Siasun Robot&Automation, and Yizhuang Siasun Robot&Automation. According to the data from Tianyancha, among the four major shareholders of the company, UBTECH ROBOTICS, Xiaomi Siasun Robot&Automation, and Jingcheng Mechanical and Electrical each hold a 28.57% stake. China Securities Co., Ltd. stated that the recent humanoid Siasun Robot&Automation half marathon has sparked discussions on whether it is a setback or progress for the industry. The institution believes that the humanoid Siasun Robot&Automation industry is still in the early stages of development, and the issues exposed by the half marathon can drive the industry to progress. The long-term prospects of the industry remain unchanged, and at this stage, it is recommended to not focus solely on "humanoids" but to explore investment opportunities in "AI+Siasun Robot&Automation", such as exoskeleton Siasun Robot&Automation, dexterous hands, and sensors which have faster commercialization. Humanoid Siasun Robot&Automation is considered one of the most promising industries in the future. With the dual effects of policy support and market promotion, the development of the Chinese humanoid Siasun Robot&Automation industry has hit the "fast forward" button. The "Guiding Opinions on Innovative Development of Humanoid Siasun Robot&Automation" issued by the Ministry of Industry and Information Technology proposes that by 2025, China's innovative system for humanoid Siasun Robot&Automation will be preliminarily established, with key technologies such as "brain, cerebellum, limbs" making breakthroughs to ensure safe and effective supply of core components. Additionally, in the 2025 Government Work Report, it mentions establishing a mechanism for future industrial investment growth, cultivating future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G. "Embodied intelligence" appeared for the first time in the Government Work Report. How big is the market development space for humanoid Siasun Robot&Automation? Citibank predicts that by 2050, the global humanoid Siasun Robot&Automation market size will reach $7 trillion, with a quantity of 648 million units. The "Humanoid Siasun Robot&Automation Industry Research Report" has also predicted that the Chinese humanoid Siasun Robot&Automation market size will reach 75 billion yuan by 2029, accounting for 32.7% of the global total. It is worth noting that car companies are actively laying out in the humanoid Siasun Robot&Automation track. Tesla China's person in charge of humanoid Siasun Robot&Automation development told reporters that Tesla's humanoid Siasun Robot&Automation is currently in the trial production stage, with a target of 5,000 units by 2025. On the domestic front, Guangzhou Automobile Group has released its third generation humanoid Siasun Robot&Automation GoMate; under Xiaopeng, the Iron humanoid Siasun Robot&Automation has been deployed in its factory, with plans for mass production of industrial L3 humanoid Siasun Robot&Automation next year; a team under Xiaomi has released the humanoid Siasun Robot&Automation CyberOne, with the first batch of mass-produced Siasun Robot&Automation to be "deployed" in its factory first, in addition, Xiaomi Group has also invested in the Siasun Robot&Automation enterprise Yushu Technology. Chongqing Changan Automobile recently launched an open search for suppliers for its humanoid Siasun Robot&Automation research and development project, planning to invest over 50 billion yuan in the next five years, and release its first humanoid Siasun Robot&Automation product before 2027; Li Xiang, the founder of Ideal Cars, stated that the company will be 100% involved in the field of humanoid Siasun Robot&Automation; Chongqing Sokon Industry Group Stock set up a subsidiary, Chongqing Fenghuang Technology Co., Ltd., with operations including research and development of intelligent Siasun Robot&Automation. Automotive analyst Ren Wanfu stated that the car companies' layout in the humanoid Siasun Robot&Automation track is the result of the integration of industrial technology brought about by technological development, with rapid advancements in technologies such as LIDAR, computing power, and AI intelligence. The production process involves many links, leading to the development of humanoid Siasun Robot&AThe development of automation provides an excellent training environment. The core of humanoid Siasun Robot & Automation is highly similar to intelligent driving, which is the key factor driving cross-domain layout for automotive enterprises.Industry insiders pointed out that the holding of the human-shaped Siasun Robot&Automation marathon not only promotes the integration and verification of cutting-edge technologies, but also provides a demonstration for building standardized testing scenarios. In the future, embodied intelligence will accelerate its penetration into multiple scenarios such as inspection and security, home services, and industrial collaboration, becoming an important component of new quality productivity. This event in Beijing Economic-Technological Development Area has created a fusion platform of "technology + city + industry" in the form of a competition, providing a new sample for the innovation ecosystem construction of human-shaped Siasun Robot&Automation. Related concept stocks: UBTECH ROBOTICS (09880): On March 19th, the company announced a strong partnership with BAIC New Energy, planning to set industry standards through the creation of a leading global human-shaped Siasun Robot&Automation new energy vehicle demonstration production line for the intelligent upgrade of high-end manufacturing. HORIZONROBOT-W (09660): At the end of March, Deutsche Bank released a report stating that HORIZONROBOT-W (09660) exceeded performance expectations last year, with revenue increasing by 54% year-on-year to 2.38 billion RMB. Due to the better-than-expected revenue growth last year, the bank raised its revenue forecast for this year by 19.4% and lowered its full-year loss forecast by 13%. Therefore, the target price of the company was raised from 5 Hong Kong dollars to 9 Hong Kong dollars, with a "buy" rating. TSUGAMI CHINA (01651): The ball screw is the core component of the linear actuator for the human-shaped Siasun Robot&Automation. Tsugami Machine Tools' CNC high-precision machine tools can be roughly divided into five product categories: precision automatic lathes, precision turret lathes, precision machining centers, precision grinding machines, and precision thread rolling machines. Guangzhou Automobile Group (02238): Zhang Aimin, head of the Guangzhou Automobile Group's human-shaped Siasun Robot&Automation team, stated that the company has developed a clear mass production plan, aiming to achieve bulk global sales of self-developed components by 2025, demonstrate the application of GoMate machines in different industries, complete small-scale production of the machines by 2026 with an expected production value exceeding 30 million RMB, and gradually expand to large-scale production by 2027.