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.

cls.cnMar 12 00:30 ET

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.

cls.cnMar 10 19:56 ET

Driven by 'technical cost reduction + policy advantages', Analysts are Bullish on the opportunities for the scaled explosion of hydrogen energy.

① Recently, the "Hydrogen Teng" Fuel Cell Energy product equipment successfully generated power in Antarctica, marking the first application of hydrogen energy technology in Antarctic conditions globally. ② Sinolink pointed out that the domestic market is developing rapidly due to policy consistency, the speed of technology cost reduction, and regional cluster advantages, closely focusing on "technology cost reduction + policy advantages" to seize the opportunity for hydrogen energy to transition from demonstration to large-scale explosion.

cls.cnMar 5 19:10 ET

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.

cls.cnMar 2 18:58 ET

Regions are 'gobbling up' the low-altitude economy, and the Industry is expected to welcome a period of rapid development.

① The first meeting of the Jiangsu Province Global Strategy XINXINGCHANYE Mother Fund for Spring 2025 was successfully held on the 12th, with the signing of the Jiangsu Wuxi Low-altitude Economy and Aerospace Industry Special Mother Fund (tentative name) with a scale of 2 billion yuan. ② According to data from the Civil Aviation Administration of China, by 2025, the market size of China's low-altitude economy is expected to reach 1.5 trillion yuan, and by 2035, it is expected to reach 3.5 trillion yuan, with the low-altitude economy poised for a rapid development period.

cls.cnFeb 12 18:59 ET

Private real estate companies' bond financing broke through, with bond issuance in January increasing by 8.2 percentage points compared to the previous month.

According to data released today by the China Index Academy, a total of four private and mixed-ownership real estate companies completed the issuance of credit bonds in January, namely Greentown, Hangzhou Binjiang Real Estate Group, MIDEA REAL EST, and New Hope Liuhe, with a total issuance amount of 3.9 billion yuan; Additionally, according to monitoring data from E-Han Think Tank, in January of this year, the bond issuance scale of private real estate companies accounted for 8.2% of the total issuance, an increase of 8.2 percentage points month-on-month.

cls.cnFeb 12 08:04 ET