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Everbright: Asia Vets releases the first general-purpose embodied base model GO-1, accelerating the evolution of embodied intelligence.
GO-1 has evolved from VLA to Villa (Vision-Language-Latent-Action).
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 >>
Research Reports on Investment Opportunities | Northeast Securities: Initiates a "Shareholding" rating for Shanghai Moons'Electric, the Siasun Robot&Automation Business is expected to open up growth space.
The Northeast Securities Research Reports pointed out that Shanghai Moons'Electric (603728.SH) had a revenue of 1.265 billion yuan in the first half of 2024, a year-on-year decline of 3.14%, and a net income of 40.03 million yuan, a year-on-year decrease of 24.9%, mainly affected by the overseas destocking pressure and capacity relocation. Overseas income was 0.584 billion yuan, a year-on-year decrease of 12.5%, compounded by the incomplete release of production capacity in Vietnam, resulting in pressure on manufacturing cost distribution, with asset impairment losses reaching 0.029 billion yuan. Despite short-term pressure, the company’s gross margin remained stable, maintaining a gross margin of 36.95-38.08% in the first three quarters of 2024, which is relatively good for the Industry.
Soochow: The singularity of the humanoid robot market is coming, and the market space may reach 10 trillion yuan.
Currently, humanoid robots are comparable to electric vehicles from 2012-2014, on the verge of scaling up from 0 to 1.
Shanghai Moons'Electric (603728.SH): In the first half of 2024, revenue from Siasun Robot&Automation-related applications, including humanoid robots, accounted for approximately 8%, which is relatively low.
On February 6, Gelonghui reported that Shanghai Moons'Electric (603728.SH) announced the development and continuous improvement of brushless motor modules, slotless hollow cup joint motor modules, frameless/AC Servo Motor gearbox modules and their drive and Control System, Car Rim/wheel-side motor modules, among other products, which are suitable for motion control modules of Siasun Robot&Automation. In the first half of 2024, the proportion of revenue from the company's robot-related applications (including humanoid robots) is about 8%, which is relatively low and will not significantly affect the company's current Operation performance.
These 4 Measures Indicate That Shanghai Moons' Electric (SHSE:603728) Is Using Debt Extensively
Be Wary Of Shanghai Moons' Electric (SHSE:603728) And Its Returns On Capital
