Express News | Institutions: The international market for humanoid robots is increasingly gaining attention, with price differences and application stratification becoming trends.

BreakingsFeb 24 12:43

Research Reports Mining丨Open Source Securities: Maintain Jiangsu Hengli Hydraulic "Buy" rating, the linear drive project is successfully put into production.

Gelonghui, February 19 | A research report from KuanYuan Securities pointed out that Jiangsu Hengli Hydraulic (601100.SH) has successfully launched its linear drive project, completing the construction of the factory and production line, and achieving small-batch sales. In the future, breakthroughs are expected in the fields of Industrial Mother Machine and humanoid robots. The "Buy" rating is maintained. Currently, among nearly one hundred humanoid robot companies in China, the number using screw rod solutions is in the single digits, with the penetration rate expected to significantly increase. Previously, planetary roller screws had limited application globally, with very few companies having the ability for large-scale production. The domestic supply chain is actively laying out, increasing research and development investments and preparation for mass production, which is expected to be achieved faster compared to foreign manufacturers.

Gelonghui FinanceFeb 19 14:54 · Ratings

Jiangsu Hengli Hydraulic (601100): The linear drive project has been successfully put into production, and the second curve of the screw rod boosts its takeoff.

The linear drive project has been successfully put into production, maintaining a "Buy" rating. The company has smoothly launched the linear drive project, completed the construction of the factory and production line, and achieved small-scale sales. There is hope for breakthroughs in the fields of Industrial Mother Machine and humanoid Siasun Robot&Automation in the future. We maintain the company's profitability.

Open Source Securities.Feb 19 13:36

GTJA: The industrialization of humanoid robots is accelerating, and the screw rod market is expected to welcome a growth opportunity in the hundred-billion level.

The application of lead screws in the field of humanoid robots has made significant progress and is expected to bring a wide market growth potential.

Zhitong FinanceFeb 18 06:51

China Securities Co.,Ltd.: Under the disturbance of the Spring Festival, January's sales of Construction Machinery exceeded expectations, and both domestic and international markets may experience a synchronous upward trend.

It is expected that the domestic and overseas markets for Construction Machinery will see an upward resonance in 2025, with leading companies' profit margins continuing to improve and the fundamentals remaining positive.

Zhitong FinanceFeb 14 15:22

Morgan Stanley provides a detailed analysis of the top 100 humanoid robot companies! China leads in physical aspects, NVIDIA aims to be the brain, and Tesla intends to "integrate everything".

Morgan Stanley systematically outlined the 100 core listed companies in the Global humanoid robot Industry Chain for the first time, focusing on the three core aspects of "brain," "body," and "integrator," and pointed out that China occupies a 63% share of the humanoid robot supply chain, taking a dominant position.

Hard AI.Feb 7 14:25