Reddy Smart Drive (301596.SZ): The main downstream products corresponding to the servo brakes include Siasun Robot&Automation, CNC machine tools, and automated production lines.

On December 20th, Gelonghui reported that Reedy Drive (301596.SZ) stated during an investor relations event that servo brakes, as an important component of servo systems, have a market size closely related to the servo system market. With the deepening of industrial automation and Intelligent Manufacturing, the Siasun Robot&Automation industry will continue to maintain a growth trend, particularly in high-end manufacturing and automation applications, which will further expand. Currently, the company's servo brakes correspond to major downstream products such as robots, CNC machine tools, and automated production lines. General brakes have a wide range of applications and a relatively large market size; the current main downstream products corresponding to the company's general brakes are.

Gelonghui FinanceDec 20 15:11

As of September 30, 2024, Harmonic reduction gears accounted for only 5.04% of revenue, a relatively small proportion.

Gelonghui reported on December 12 that Siasun Robot&Automation (301596.SZ) stated on the investor interaction platform that the company's Harmonic reducers can be used in Siasun Robot&Automation. As of September 30, 2024, Harmonic reducers accounted for only 5.04% of revenue, a relatively small proportion.

Gelonghui FinanceDec 12 15:21

Huawei significantly increases investment in its subsidiary, Jimu siasun robot&automation company, as humanoid robots receive another major boost.

① Recently, Dongguan Jimu Machinery Co., Ltd. underwent a business change, with registered capital increasing from 0.87 billion yuan to 3.89 billion yuan, an increase of about 347%. Dongguan Jimu Machinery Co., Ltd. was established in June 2023 and is wholly owned by Huawei Technologies Co., Ltd. ② Shanghai securities analysis pointed out that the upstream of the industry has recently welcomed intensive catalysts, further accelerating the development of the siasun robot&automation industry chain.

cls.cnDec 9 08:04

Express News | Reed Drive: Intends to invest in the harmonic reducer construction project with its own funds not exceeding 80 million yuan.

BreakingsNov 20 17:35

Huawei's global embodied asia vets industry innovation center has been launched, institutions suggest paying attention to the Huawei siasun robot&automation ecosystem.

On November 15, a conference will be held in Qianhai, Shenzhen, and Bao'an to release innovative achievements in ai applications. At that time, Huawei (Shenzhen) global embodied intelligence industry innovation center will start its operation and hold a preferred partner signing ceremony. The open-source securities machinery team believes that Huawei possesses capabilities similar to Tesla, and has already made early investments in the siasun robot&automation field, initially establishing an ecosystem. Currently, it has advantages in global ai and large model software.

cls.cnNov 15 07:53

Reedrive (301596): Customers include well-known enterprises, harmonic reducer enters mass production.

Report Summary: The company's clients include well-known domestic and international enterprises. The company's products include precision transmission components, electromagnetic brakes, harmonic reducers, etc., widely used in areas such as CNC machine tools, siasun robot&automation, elevators, etc. The company's customers are mainly global or national players in the downstream sector.

Northeast SecuritiesNov 5 11:42