CIDI (03881) "Siasun Robot & Automation Labor" is taking shape, will heavy-duty with intelligent open up a trillion-dollar imagination space?

By the time it reaches the middle of 2026, driven by the emotion of "FOMO" (fear of missing out), the global manufacturing industry is urgently seeking AI solutions. However, computing power can be bought, algorithms can be learned, but the scenarios that can directly implement and continuously monetize AI cannot be generated out of thin air. Where exactly will the "gold mine" in the physical AI world be, this is the urgent question that needs to be answered. From the current pace of development, it is evident that autonomous driving is the direction with the fastest commercialization progress in embodied intelligent business. In this regard, autonomous mining trucks have taken the lead in closing the commercial loop. The characteristics of low speed and closed working conditions naturally favor the deployment and use of autonomous mining trucks, not to mention that machines can also free people from extreme danger and heavy work environments, meeting the need for inherent safety. On this long slope with thick snow, some companies have already taken the lead in pioneering and, based on their profound understanding and full-stack capabilities in mining scenes, have actively attempted to extend their business radius from transportation to drilling, blasting, digging, and loading, and more extensive production operations. At the 2026 Asian Logistics Biennial Exhibition, CIDI (03881), a platform-type company specializing in autonomous mining trucks, announced its latest positioning as "heavy-duty embodied intelligence". According to CIDICEO Dr. Hu Subo's introduction at the event, CIDI will use intelligent technology to give heavy equipment the ability to work autonomously, and the company's capabilities will also expand from transportation to the entire mining operation scenario. At the event, CIDI also released the industry's first V2P (Vehicle-to-Pedestrian) portable smart terminal, TAG. In the eyes of GMTEight, CIDI's move towards heavy-duty embodied intelligence is not just about creating a second growth curve but rather a strategic deepening around physical AI. From transportation to drilling, blasting, digging, and loading, this is CIDI's ability to sink and extend its value on the mining production chain. Along with this process, the market scale that the company anchors on is also undergoing a qualitative change: transitioning from the billion-dollar unmanned mining truck track to the trillion-dollar heavy-duty embodied intelligence track. Currently, various intelligent products from CIDI have been used on a large scale in resource extraction and transportation, logistics, large-scale infrastructure, and transportation engineering fields, with a total shipment volume exceeding 20,000 units. At the same time, the product matrix is continuously expanding. At the June 24 event, CIDI introduced the industry's first V2P portable smart terminal, TAG. This product extends the safety barrier from vehicles to personnel, marking the company's smart terminal products and services covering all elements of "people, vehicles, roads, and clouds". The rapid expansion of the ecological "circle of friends" also reveals CIDI's long-term imagination in advance. At the event, CIDI reached a comprehensive solution cooperation for unmanned heavy trucks with Zotye Auto, a subsidiary of Shaanxi Automobile; and cooperated with Yunshechu Technology to jointly develop mining-specific Siasun Robot&Automation. Previously, the company had signed contracts with China National Materials Group, Chinese Materials Mining Institute, and Guangna Group, and later reached cooperation with UK MMD Group, Schaeffler, Explosives Co., Ltd., ZOOMLION, and others, with partners covering original equipment manufacturers, mining operators, multinational equipment giants, etc. The global layout has also been launched simultaneously, with CIDI advancing commercial deployment around resource-rich countries such as Australia, Brazil, and Indonesia, and planning to gradually expand to markets in Africa, Central Asia, the Middle East, establishing a leading position in overseas heavy-duty scenes. In conclusion, CIDI's strategic upgrade from "transportation" to "operations," from the billion-dollar unmanned mining truck market to the trillion-dollar heavy-duty embodied intelligence track, is a necessary leap based on nine years of deep cultivation in the scenario. While the capital market is still pricing it within the framework of "autonomous driving mining truck companies," this technology company has already set its sights on something deeper: leveraging hardcore technology to unlock more extensive production scenarios in the physical AI world. With its boundaries expanding and imagination opening up, CIDI is undoubtedly the "potential stock" in the capital market filled with FOMO sentiment that investors should pay long-term attention to.