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

The market has entered a period of reduced volume and chaos, with increasing divergence between Siasun Robot&Automation and AI. Can new hotspots break through?

Yesterday, the market continued its differentiated consolidation trend, with the three major Indexes bottoming out and rebounding slightly, while the trading volume shrank to around 1.5 trillion.

cls.cnMar 10 21:22 ET

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 >>

cls.cnMar 10 09:24 ET

Significant Asset Restructuring! Zhongke Tongda intends to acquire StarHub Beihai.

1. Zhongke Tongda is planning to acquire 100% equity of StarHub (Beihai) Technology Co., Ltd. held by Shenzhen StarHub Power Technology Co., Ltd. through the issuance of shares and cash payment, and to raise matching funds. 2. Zhongke Tongda stated that this Trade is expected to constitute a significant Asset reorganization, which will not change the company's controlling Shareholder or actual controller, and does not constitute a reorganization listing.

cls.cnMar 7 18:54 ET

Another move! Wuxi Autowell Technology Co., Ltd. intends to acquire part of the equity of Weiyintech for 18.76 million yuan and will gain its controlling interest.

① In addition to reducing related transactions, Wuxi Autowell Technology Co., Ltd. may want to shift from a single equipment purchaser to demand for an "equipment + Software" overall solution; ② This acquisition is not Wuxi Autowell's first attempt at cross-border endeavors, as the company is taking multiple measures to hedge against risks in the Industry downturn cycle. Industry insiders mentioned the acquisition of controlling interest for less than 20 million yuan in one go, if Software and hardware synergy proves effective, it could open up a second growth curve; if it fails, the losses are manageable.

cls.cnMar 7 09:59 ET

Star evening news | Zhongke Tongda plans to purchase equity in StarHub Beihai, National Silicon Industry Group plans to buy minority equity in its subsidiary.

① Shareholders of Aike Cyber plan to reduce their shareholding by no more than 2% of the company's shares; ② The application review status of Hanbang Technology for listing on the Star has been updated; ③ The issuance of shares and payment in cash for acquiring assets by Xinxiangwei is currently in progress.

cls.cnMar 7 08:02 ET