Fengli Asia Vets (301368): Leading small modulus gear, Siasun Robot&Automation reducer + joint module opens up space.

Investment highlights of Fengli Smart: precision reducers + joint modules, expected to enter the humanoid robot reducer market to open up space. The company is a leader in Smart Home + pneumatic tool gears, with a CAGR of 8.5% in company revenue from 2018 to 2023.

ZheshangMar 28 00:00

Express News | Fengli Asia Vets: Star Motion Era has supplied the Five-Finger Dexterous Hand to leading companies both domestically and internationally, and the company has deep cooperation with them.

BreakingsMar 18 16:43

The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 13:49

Open Source Securities: Humanoid robots are accelerating their evolution, focusing on common key technologies and core components.

Open Source Securities believes that humanoid robots are expected to exceed expectations in mass production in 2025-2026 both domestically and internationally.

Zhitong FinanceMar 12 10:09

It is indeed a "policy year" for Siasun Robot&Automation! Guangdong plans to promote industrial innovation and development in 12 areas.

① Recently, policies on embodied intelligent robots have significantly gained momentum: the government work report mentioned embodied intelligence for the first time, and relevant policies have been introduced in Shenzhen, Peking, and other places. ② Brokerages point out that 2025 will be the policy year for humanoid robots in China, and local governments are expected to become the main purchasers and driving forces in the humanoid robot industry. ③ In A-shares, related companies in the Industry Chain of robots from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, and Peking include these >>

cls.cnMar 10 21:24

Siasun Robot&Automation, Deepseek and other main themes are repeatedly active, pay attention to the possibility of further differentiation after the emotional climax.

Track the entire lifecycle of the main Sector.

cls.cnFeb 20 10:09