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Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
[Brokerage Focus] Industrial Securities gives Yujiang (02432) an initial "Shareholding" rating, stating that the company's humanoid robot Dobot Atom is expected to be launched in small quantities by 2025.
Jinwu Financial News | Industrial Securities released a Research Report, stating that Yujang (02432) is a global leader in collaborative robots, with outstanding technological advantages, and has since entered the field of embodied intelligence, releasing humanoid robot products. Technological advances, an aging population, and rising labor costs continue to stimulate the implementation or release of collaborative robots and humanoid robots in industrial, commercial, and Medical scenarios; the company's competitive advantages in collaborative robots continue, and the humanoid robot Dobot Atom is expected to achieve small-scale implementation in 2025, with broad long-term potential. The bank forecasts the company's revenue for 2025, 2026, and 2027 to be 5.13, 7.02, and 9.
Hong Kong market quick review | The three major indices had mixed results, with the Hang Seng Index rising by 0.23%, marking six consecutive increases; Home Appliances stocks performed actively, with HISENSE HA rising by 6%; MINISO increased by nearly 4%.
Network Technology stocks rose together, with KUAISHOU-W up 1.69% and Alibaba-W up 1.57%; Apple Supplier stocks generally fell, with AAC TECH down 5.46% and Q TECH down 2.88%; Most Hong Kong Retail Stocks declined, with MILAN STATION up 6.60% and PRADA down 4.18%.
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.
China Merchants: Bullish on the trend of humanoid robot industry, suggest to focus on T-chain companies in the future.
China Merchants is Bullish on the trend of the humanoid robot industry and maintains a "Recommend" rating for the Sector.
Hong Kong stocks are moving丨Robot Concept stocks have rebounded significantly, with Yuejiang rising over 14% and Ubtech rising over 9%.
On April 8, according to Gelonghui, Hong Kong stock robots concept stocks rebounded significantly, with Yijian rising more than 14% to lead the increase, followed by UBTECH rising over 9%, and Horizon Robotics, MicroPort Robotics, COWELL, and FOURTH PARADIGM all showing strength. In news, Yushu Technology recently released the Unitree Dex5 dexterous hand, which features 20 degrees of freedom (16 active + 4 passive) in one hand, capable of smooth and silky reverse driving (directly from Ontology control), as well as 94 sensitive contact points in one hand. In terms of individual stocks, UBTECH previously announced a steady increase in revenue for 2024, achieving the world's first mass entry of humanoid robots into auto factories.