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Guangdong promotes legislation in the AI and Siasun Robot&Automation sectors, with ongoing policy support for the Industry.
① The General Office of the People's Government of Guangdong Province issued several policy measures to promote the innovative development of the AI and Siasun Robot&Automation industries. It mentions that legislation in the fields of AI and Siasun Robot&Automation should be accelerated to provide institutional safeguards for the development of the AI and Siasun Robot&Automation industries. ② Deutsche Bank believes that humanoid robots will experience large-scale production and widespread application in the next decade. By 2035, the market size for humanoid robots is expected to reach 75 billion dollars.
BOCOM INTL: Data related to Industrial Mother Machine continues to improve, and the Industry's prosperity is expected to further increase in 2025.
The market demand for mid-to-high-end CNC machine tools will continue to grow, which is expected to drive significant improvement in the operational performance of machine tool companies.
Wuhan Huazhong Numerical Control (300161.SZ): plans to sell 32% of the equity of Changzhou Huashu Jinming through a public solicitation of transferees.
On January 10, Gelonghui reported that Wuhan Huazhong Numerical Control (300161.SZ) announced that on January 10, 2025, it held the thirty-first meeting of the twelfth Board of Directors, where it reviewed and approved the proposal regarding the sale of equity in its affiliated company and the public solicitation of buyers. To further focus on Business development, optimize resource allocation, and strengthen the company's core competitiveness, the company plans to dispose of its 32% equity in the indirectly held affiliated company, Changzhou Huashu Jinming Intelligent Equipment Technology Research Institute Co., Ltd. (referred to as "Changzhou Huashu Jinming"), by publicly soliciting transferees. The minimum price for this round of public solicitation to society is set at an official price.
Wuhan Huazhong Numerical Control (300161.SZ): Currently not involved in the reducer field.
On December 19, Gelonghui reported that Wuhan Huazhong Numerical Control (300161.SZ) stated on the investor interaction platform that the company has not yet been involved in the field of reducers.
Wuhan Huazhong Numerical Control (300161.SZ): The self-innovation proportion of core components of industrial Siasun Robot&Automation exceeds 80%.
On December 17, Glonghui reported that Wuhan Huazhong Numerical Control (300161.SZ) stated on the investor interaction platform that the five core components of industrial robots include the controller, driver, Servo Motor, reducer, and Ontology. The company has achieved independent research and development for all components except the reducer, with the proportion of independent innovation in core components exceeding 80%.
Wuhan Huazhong Numerical Control (300161.SZ): Has not directly laid out the low-altitude economy and flying Autos industry.
Gelonghui reported on December 13 that Wuhan Huazhong Numerical Control (300161.SZ) stated on the investor interaction platform that the company adheres to the "One Core and Three Armies" development strategy, focusing on the development of sectors such as CNC systems, machine tools, industrial robots, intelligent production lines, and supporting New energy Fund for Autos. Currently, while not directly involved in the low-altitude economy and flying car industry, we will continuously optimize and consolidate our strategic layout in the future development process, keep a close eye on the development of related Industries, optimize the company's Business content, and continue to expand market development and product application scenarios to enhance the company's profitability.