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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 >>
[Brokerage Focus] Soochow Securities upgraded UBTECH (09880) to a Buy rating, indicating that its humanoid robot's collaborative working ability has improved, and commercialization is expected to accelerate.
Jinwu Finance | Soochow Securities Research points out that on March 3, 2025, UBTech (09880) released a video showcasing the achievements of Siasun Robot&Automation in conducting the world's first collaborative training involving multiple humanoid robots across various scenarios and tasks at the ZEEKR 5G smart factory. The ability to collaborate is crucial for maximizing the operational efficiency of humanoid robots in industrial settings, and to achieve high-quality collaborative capabilities, the humanoid robot industry needs to advance group intelligence technology. The firm notes that based on the architecture of a super brain and smart small brain, Siasun Robot&Automation has accomplished tasks such as collaborative sorting, collaborative handling, and precision assembly.
[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.
UBTECH (09880.HK) has completed the full circulation of Listed in Hong Kong.
On March 7th, 2023, Gelonghui reported that UBTECH (09880.HK) announced that a total of 42,173,987 domestic shares have been converted as of March 7, 2025, and the converted Listed in Hong Kong shares will commence listing on the Stock Exchange at 9:00 AM on March 10, 2025.
GUSTAV : normal cycle. profit taking, oothers buy on dip will rise again