Thousand AISiasun Robot & Automation orders landed in Guangdong Jinma Entertainment Corporation (300756.SZ), performance expectations are high, institutions are optimistic.

On December 6, 2025, Guosheng released a research report on Guangdong Jinma Entertainment Corporation (300756.SZ), focusing on the core achievements of the company's cultural and entertainment Siasun Robot&Automation application scene release event on November 28. The report talked about how the company is opening a new chapter in the cultural and entertainment Siasun Robot&Automation business based on its good performance in the amusement industry, maintaining a "buy" rating, and releasing financial forecasts for the next three years, optimistic about its long-term growth potential. Securing over a thousand orders, intelligent new products land in diverse scenes On November 28, Guangdong Jinma Entertainment Corporation held a theme release event "Riding the tide of the times, expanding strategic blue oceans" during the Greater Bay Area Cultural Industry Investment Conference. At the event, they signed cooperation agreements with several top cultural and entertainment enterprises, including YH ENT, and secured over a thousand orders for intelligent Siasun Robot&Automation. Among them, YH ENT will purchase 1000 units of intelligent Siasun Robot&Automation for cultural and entertainment, with the first batch to be delivered starting in December 2025 and completing full delivery in 2026. The event also featured the launch of two core innovative products: the first being the "cultural and entertainment intelligent service humanoid Siasun Robot&Automation 'Little Horse 1'" introduced by the joint venture "Jinma Matrix" established by Guangdong Jinma Entertainment Corporation and Shanghai Juhe Matrix. It is equipped with multi-modal interaction technology, can accurately recognize visitors voice, expressions, and movements, and offers functions like tour guidance, ticket inquiries, and interactive entertainment. The second product is the "Siasun Robot&Automation MART retail service store" created in collaboration with Stardust Intelligence, which can operate autonomously in a 7-square-meter space and provide end-to-end services from voice reception, ordering, payment to product delivery. These products will be gradually put into operation in various scenes starting from December 2025, such as commercial complexes, theaters, theme parks, and tourist spots. Dual technical capacity support, Guosheng predicts three consecutive growth in performance Guangdong Jinma Entertainment Corporation's strategic transformation is based on decades of industry accumulation and precise layout. As a domestic leader in the amusement facilities industry, the company's products are present in nearly 50 countries and regions worldwide. The technical experience accumulated in areas such as mechanical engineering, electrical control, and scene creation have laid a solid hardware foundation for the stable operation of AI intelligent Siasun Robot&Automation in complex cultural and entertainment environments. Additionally, the company has improved its technology ecosystem through various measures: strategic investment in Shanghai Juhe Matrix to focus on AI and Siasun Robot&Automation scenario applications; strategic cooperation with Stardust Intelligence to introduce globally leading rope-driven transmission technology, with an operating accuracy of 0.1 millimeters and maintenance costs only one-third of traditional mechanical arms; and inviting senior cultural and entertainment managers from the Wanda Group as strategic development consultants to guide intelligent research and development and resource integration. In terms of production capacity, the company's two under-construction research and production bases will be put into use by the end of 2025 and the first half of 2026, achieving a full chain loop of Siasun Robot&Automation from research and development to manufacturing, testing, and display, significantly enhancing delivery capabilities. Performance-wise, there has been a clear recovery. In the first three quarters of 2025, Guangdong Jinma Entertainment Corporation achieved revenue of 569 million yuan, a year-on-year increase of 23.76%; net profit attributable to the parent company was 90 million yuan, a whopping increase of 456.47%, while non-recurring net profit attributable to the parent company was 88 million yuan, representing a staggering growth rate of 1749.60%. Guosheng predicts in the research report that with the continued improvement in the amusement business, the release of new production capacity, and the scale-up of the Siasun Robot&Automation business, the company's revenue will reach 780 million yuan, 1.21 billion yuan, and 1.9 billion yuan from 2025 to 2027, respectively. Net profit attributable to the parent company is expected to be 110 million yuan, 160 million yuan, and 280 million yuan, corresponding to P/E ratios of 75x, 52x, and 30x respectively, indicating a strong certainty of long-term profit growth. On the industry level, there are dual benefits from policies and market trends. The "14th Five-Year Plan" for cultural and tourism development clearly promotes smart tourism and digital transformation, and local governments have introduced equipment renewal subsidies. According to data from China Industry Information Network, the digital cultural and tourism market in China is expected to exceed 1.2 trillion yuan in 2025, with a compound growth rate of 24.7% from 2023 to 2030. New formats such as AI tour guides and intelligent retail will become the main drivers of growth. With the company's global layout progressing, Guangdong Jinma Entertainment Corporation is expected to continue leading in the cultural and entertainment intelligence race, reshaping its valuation logic towards a "technology growth company".