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The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?
Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.
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 >>
JPMorgan: Maintains the Shareholding rating for MICROPORT (00853) and raises the Target Price to 10 Hong Kong dollars.
The bank expects that due to the rapid expansion of Siasun Robot&Automation installations in China and overseas, the contribution of minimally invasive robots to the group's sales will rise from about 3% in 2024 to around 40% in 2033.
Huawei has entered the AI Medical field! Ark Health has surged 50% in a single day, leading the way. Institutions believe commercialization is expected to accelerate.
① Can companies like Fangzhou Jianke and Yidu Technology truly solve the problem of medical resource shortages through localized deployment of large models in Hospital scenarios? ② Tianfeng proposes that the core contradiction in AI Medical shifts to "data value reassessment"; how will the high-barrier data of the Medical Industry and multimodal fusion technology become the key to corporate competition?
[Brokerage Focus] CITIC SEC: 2025 is expected to be the first year for the mass production of humanoid robots.
Jinwu Financial News | CITIC SEC's research indicates that the driving Control System is one of the most crucial universal components in the power system of humanoid robots. Domestic and international manufacturers have successively launched and initially applied humanoid robot products, and 2025 is expected to be the inaugural year for mass production of humanoid robots. Against this backdrop, most domestic general control companies have begun to layout in the humanoid robot sector, and it is recommended to pay attention to the incremental opportunities that the humanoid robot field brings to general control companies.
Brokerage morning meeting highlights: It is expected that the future market size of humanoid robots will far exceed that of Autos and the 3C Industry.
In today's Brokerage morning meeting, China Securities Co.,Ltd. pointed out that the market size of humanoid robots is expected to far exceed that of Autos and the 3C Industry; HTSC believes that there is still room for improvement in the trading activity of the Star Sector; China International Capital Corporation stated that the landscape of edge AI is changing, and domestic SoCs are迎 high光 moments.
