Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.

① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.

cls.cnApr 22 09:29

[Data View] Institutions significantly increased their holdings in Golden Industrial Concept, while four speculative funds joined forces to buy shares of Qingdao Kingking Applied Chemistry.

① The Golden Industrial Concept stocks surged, with several stocks receiving Buy from Institutions, among which Beijing Xiaocheng Technology Stock was bought by a total of four Institutions for 0.142 billion. ② The cross-border payment Concept stock Qingdao Kingking Applied Chemistry received more than 100 million in purchases from a total of four leading speculative funds.

cls.cnApr 21 17:49

Enhancing high-end production capacity Qinchuan Machine Tool & Tool Group Share: The high-end Industrial Mother Machine innovation base project will be completed by the end of this year | Direct coverage of the Earnings Conference.

1. The Qinchuan Machine Tool & Tool Group Share high-end Industrial Mother Machine innovation base project is expected to be completed by the end of 2025, and part of it has already been put into use, with production capacity gradually being released. In 2024, the number of five-axis machine tools produced at this base is expected to increase by over 100% year-on-year; 2. The company's industrial robot joint reducers have five major series, over 40 specifications, and more than 140 gear ratios, with an annual production capacity of 60,000 to 90,000 sets.

cls.cnApr 16 20:12

Hangzhou Advance Gearbox Group: Sales growth of wind power products drove the company's double-digit growth in performance last year. There are currently no sales for the humanoid robot joint project.｜Interpretations

① Hangzhou Advance Gearbox Group's revenue last year increased by 22.22% year-on-year, mainly due to the rise in revenue from wind power products; ② During the reporting period, the revenue of wind power and industrial transmission products rose by 91.18% year-on-year, while the cost of goods sold also increased by 96.01% year-on-year, and the gross margin decreased by 2.42 percentage points; ③ The project related to the humanoid robot's 'high integration high power density joint component technology' will not generate sales revenue this year.

cls.cnApr 16 19:45

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 15 07:48

Brokerage morning meeting highlights: The USA has increased tariffs on China, but the impact on these industries in the A-shares may be limited.

In today's brokerage morning meeting, GF SEC believes that the USA's tariffs on China have a limited impact on the A-share Computer Industry; China Securities Co.,Ltd. suggested being Bullish on the Innovative Drugs industry that is currently not affected by tariffs; Galaxy Securities stated that Deep Sea Technology has entered a new stage in Global Strategy, focusing on opportunities in core equipment.

cls.cnApr 7 08:17