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The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
Hanwei Electronics Group Corporation (300007): A turning point has emerged in the traditional main business, and the future of Siasun Robot&Automation Business looks promising.
The company recently released the 2024 annual report and the first quarter report for 2025: In 2024, the company achieved a revenue of 2.228 billion yuan, a year-on-year decrease of 2.61%, and a net income attributable to shareholders of 76.6803 million yuan, a year-on-year decrease of 41.38.
Hanwei Technology: First Quarter Report 2025
Hanwei Electronics Group Corporation (300007.SZ): In the first quarter, the net income was 16.936 million yuan, a year-on-year growth of 16.91%.
Gelonghui, April 28丨Hanwei Electronics Group Corporation (300007.SZ) announced its first quarter report for 2025, with revenue of 0.603 billion yuan, a year-on-year increase of 1.54%; net income attributable to shareholders of the listed company was 16.936 million yuan, a year-on-year increase of 16.91%; net income attributable to shareholders of the listed company after deducting non-recurring gains and losses was 1.4903 million yuan, a year-on-year increase of 66.22%; EPS was 0.05 yuan.
Guotai Haotong: Tactile Sensors are the core bottleneck for the Hardware side of humanoid Siasun Robot&Automation.
Tactile sensation has become a major bottleneck for the commercial application of humanoid Siasun Robot&Automation. Currently, there are various solutions for tactile sensing technology, with the industry favoring capacitive and Hall effect technologies.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'