Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.

① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.

cls.cn21:29 ET

The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.

① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.

cls.cnApr 14 19:48 ET

Ningbo Joyson Electronic Corp. announces the long-term plan for Siasun Robot&Automation development, addressing the strategic considerations behind the adjustment of overseas business | Insights from the Earnings Conference.

① The company has for the first time classified robots as Global Strategy Business and proposed a long-term development plan; ② The company's overseas Business restructuring and adjustment will impact short-term performance in 2024; ③ The company responded to the subsequent effects of the overseas restructuring, stating that capacity transfer is an inevitable trend.

cls.cnMar 28 07:26 ET

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

Delivery next month! Sharetronic Data Technology plans to purchase servers for no more than 3 billion yuan. Does it have the highest cooperation qualification with NVIDIA? | Quick Read Announcement

① Sharetronic Data Technology announced plans to purchase Servers from multiple suppliers, with the total procurement contract amount expected to not exceed 3 billion yuan, mainly used to provide customers with Rental & Leasing Services, with a pre-delivery time in April. ② A major concern is whether Sharetronic Data Technology possesses the relevant operational qualifications from NVIDIA. There are reports that they have "secured NVIDIA's highest partnership qualification," but Sharetronic Data Technology has not responded positively to this.

cls.cnMar 7 10:48 ET

Increasing investment in automotive electronics, DBG Technology plans to acquire symbol Assets of 0.733 billion yuan from Aerospace Hi-Tech Holding Group | Quick Announcement

① DBG Technology plans to acquire 100% equity of AC Company for 0.733 billion yuan and 0.003% equity of TIS Company; ② The equity of the restructured symbol companies, including AC Company, is held by a subsidiary of Aerospace Hi-Tech Holding Group.

cls.cnMar 4 10:11 ET