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Open Source Securities: The year of mass production for humanoid robots, "golden shovel" equipment manufacturers welcome capital expenditure.
Open-source securities focus on core equipment manufacturers with high flexibility and excellent competitive landscape.
GF SEC: The era of general robots empowered by general AI has already begun. The domestic Autos Industry may welcome new growth opportunities.
The year 2024 is an important year for the commercialization process of humanoid robots, as the era of general robotics empowered by general AI has begun, bringing new growth opportunities to China's Autos Industry.
Open Source Securities: Humanoid robots are accelerating their evolution, focusing on common key technologies and core components.
Open Source Securities believes that humanoid robots are expected to exceed expectations in mass production in 2025-2026 both domestically and internationally.
GTJA: The GO-1 large model will accelerate the popularity of Asia Vets. Pay attention to the opportunities related to the Industry Chain.
Zhiyuan has released its first general-purpose embodiment model, the Zhiyuan Qiyuan large model, which can generalize applications to various environments and objects, quickly adapt to new tasks, and learn new skills.
Gelonghui Announcement Selection | Jinhui Co., Ltd.: The net income for 2024 is 0.477 billion yuan, a year-on-year increase of 39.06%, and a proposed cash dividend of 2.20 yuan; HengFeng Information Technology: Has not generated revenue within the scope o
【Hot News】Beijing Jingcheng Machinery Electric (600860.SH): Sales revenue from hydrogen-related products accounts for approximately 4.22% of the company's main Business income from January to September 2024. Hl Corp (Shenzhen) (002105.SZ): There are no significant matters such as mergers and acquisitions or reorganizations involving general Siasun Robot&Automation that are in the planning stage. Jiangsu Jingyuan Environmental Protection Co.,Ltd. (688096.SH): Cloud Computing related business accounts for a relatively small proportion of the company's overall business structure. Xince Standards (300938.SZ): The joint venture 'Shenzhen Xince Standards Robot Technology Co., Ltd.' is still in the establishment process. HengFeng Information Technology (300605.SZ): Not finalized.
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 >>