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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
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.
Peking promotes the large-scale deployment of 10,000 embodied Siasun Robot&Automation, with policy support accelerating industry development.
The "Peking Embodied Asia Vets Technology Innovation and Industry Cultivation Action Plan (2025-2027)" was officially released in Peking. The "Action Plan" states that by 2027, efforts will aim to implement the large-scale deployment of ten thousand embodied Siasun Robot&Automation units and cultivate a trillion-level industrial cluster.
Xiamen Guang Pu Electronics (300632.SZ): BYD is an important customer of the company.
On February 27th, Gelonghui stated that Xiamen Guang Pu Electronics (300632.SZ) indicated on the investor interaction platform that BYD is an important customer of the company.
Xiamen Guang Pu Electronics (300632.SZ): Currently, the company's Lidar detection Sensor and ToF Sensor have been applied in practical client applications.
On February 27, Gelonghui reported that Xiamen Guang Pu Electronics (300632.SZ) stated on the investor interaction platform that the company's optoelectronic Sensor packaging and testing business mainly focuses on the packaging and testing of biometric optical sensors, Lidar detection sensors, ToF distance sensors, and integrated proximity and ambient light sensors. Among them, Lidar detection sensors and ToF sensors can be widely used in fields such as autonomous driving, Siasun Robot&Automation technology, Drones, environmental monitoring, and Security surveillance. Currently, the company's Lidar detection sensors and ToF sensors have been practically applied by clients, achieving mass production and bulk sales.
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