Google collaborates with leading companies to develop a new generation of humanoid robots, and the robot sector is expected to remain vibrant.

① According to media reports, Google DeepMind announced a collaboration with Siasun Robot&Automation and Apptronik to develop a new generation of humanoid robots to tackle complex operational challenges in dynamic real-world environments. ② Wang Haiyang from Minsheng Securities believes that 2025 will mark the first year of mass production for humanoid robots, serving as the starting point for the leap in their general capabilities, with thousands of humanoid robots entering factory scenarios for training globally.

cls.cnDec 22 18:48 ET

The quadrupedal siasun robot&automation has entered the mass production stage and is expected to be the first to achieve commercial deployment.

① Recently, a robotic dog learned the skills of chasing a ball and overcoming obstacles from ai-generated images and videos, which may be a shortcut to training robots more quickly and accurately. The related research results were recently published on arXiv. ② citic sec suggests paying attention to the overall robotics industry for opportunities to benefit from multiple catalysts and the bullish effect of humanoid robots promoting cost reductions in components.

cls.cnDec 4 18:57 ET

Brokerage morning meeting highlights: The construction of a national unified electrical utilities market is accelerating, bullish on three main lines.

In today's brokerage morning meeting, htsc stated that the construction of a national unified electrical utilities market is accelerating, with a bullish outlook on three main lines; Galaxy Securities indicated that 5G applications are expected to develop on a large scale, selecting high-quality symbols with improved marginal prosperity; haitong sec expressed a bullish view on the steady rise of rare earth prices.

cls.cnDec 3 19:29 ET

Once again, "A eats B"! Shenzhen Hirisun Technology Incorporated intends to absorb and merge Hangqi Turbine. The stock price surged almost doubled prior to the announcement. | Quick announcement reading

①Shenzhen Hirisun Technology Incorporated's controlling shareholder plans to merge listed company Hangqi Steam by way of share swap; ②This trade is expected to constitute a major asset restructuring, with both companies' stocks being suspended from trading since the opening on October 28; ③Both Shenzhen Hirisun Technology Incorporated and Hangqi Steam saw significant abnormal fluctuations in stock prices before the announcement, with the former's stock price almost doubling before the mid-September market rally.

cls.cnOct 27 08:00 ET

Sieyuan Electric's net profit in the first three quarters increased by about 30%, with overseas orders potentially becoming a major driver. | Interpretations

①Sieyuan Electric achieved a double-digit increase in revenue and net profit in Q3, with growth of 29.39% and 34.95% respectively; ②This year, the company's target order is 20.6 billion yuan. When the company accepted institutional research in September, it indicated that the contribution of overseas business to the company's total business volume is expected to continue to increase.

cls.cnOct 25 10:41 ET

The industry sees new advances in application, and the future market space for quadruped robots is vast.

①Recently, videos of siasun robot&automation carrying out heavy-duty garbage removal at Mount Tai have gone viral all over the internet. The robotic dog participating in the garbage removal test at Mount Tai Scenic Area this time is the Unitree B2 industrial quadruped robot developed by Unitree Technology. ②GGII predicts that by 2030, global siasun robot&automation sales of quadruped robots are expected to exceed 0.56 million units, with the market size expected to exceed 8 billion yuan.

cls.cnOct 22 20:03 ET