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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.
On March 5, A-share investment warning: Jiangnan Yifan: Shareholders Chen Yuanji and Gong Jianfen plan to collectively reduce their shareholding by no more than 3%; Warom Technology Incorporated: The application of related Siasun Robot&Automation products
Shareholder Ze Guang Investment of Wenkexin Co. plans to reduce its shareholding by no more than 1.6%; shareholders Yi Li Su Xin and Dao Feng Investment of Maixinlin plan to reduce their holdings by 2.9085 million shares; shareholders Chen Yuanji and Gong Jianfen of Jiangnan Yifan plan to collectively reduce their holdings by no more than 3%; Zhejiang Tengen Electrics' actual sales revenue in the Siasun Robot&Automation industry is less than 2 million yuan; Shanghai Highly stated that Shanghai Highly Special Cooling has sales of Cooling System for Lithography Equipment, which is a small scale Business; Warom Technology Incorporated indicated that the related robot products' application in Asia Vets Business is still in the initial stage.
Jiangnan Yifan (301023.SZ): Song Yiqun intends to reduce his shareholding by no more than 1%.
On March 4th, Gelonghui announced that Ms. Song Yiqun, a Shareholder of Jiangnan Yifan (301023.SZ), plans to reduce her Shareholding by no more than 556,008 shares (accounting for 1% of the total share capital after excluding the number of shares repurchased by the company) within three months after 15 trading days from the date of this announcement through a centralized bidding trade.
Jiangnan Yifan (301023.SZ): The "construction project for the Energy Storage Electric Machine and RV Electric Machine" and the "Research and Development Center construction project" are proposed to be postponed until March 2026.
On February 27, Gelonghui reported that Jiangnan Yifan (301023.SZ) announced that it held the 17th meeting of the fourth Board of Directors and the 12th meeting of the fourth Supervisory Committee on February 26, 2025, to respectively review and approve the "Proposal for the Extension of Fundraising Investment Projects," agreeing to extend the expected usable status date of the fundraising investment projects "Energy Storage Electric Machine and RV Electric Machine Production Base Construction Project" and "Research and Development Center Construction Project" to March 2026, in line with the actual progress of the projects.
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