Express News | Suteng JuChuang has reached a Global Strategy cooperation with SAIC Volkswagen.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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John Lee Ka-chiu visits Yushu Technology, founder Wang Xingxing: may consider listing in Hong Kong in the future.
John Lee Ka-chiu encourages Yushutech to expand its Business in Hong Kong, and states that the Hong Kong Special Administrative Region government can also provide the necessary support.
Express News | Hong Kong stocks of the Robot Concept continued to rise in the afternoon! Yujiang rose over 18%.
Hong Kong stocks movement | Robot Concept stocks lead in gains, the shortcomings of humanoid robot technology are clear and defined, pointing the direction for future industrial development.
Robot Concept stocks have surged, as of the time of writing, UCAR (09880) has risen by 10.55%, priced at 80.15 HKD; Suzhou Junyi (02498) has increased by 9.06%, priced at 34.3 HKD; Yuejiang (02432) is up by 7.6%, priced at 69.4 HKD; JOHNSON ELEC H (00179) has gained 5.82%, priced at 13.82 HKD.
Horizon Robotics (09660) leads the Robot Concept; Institutions expect that the mass production plans of leading Ontology manufacturers will drive the ecological layout of the domestic components supply chain.
Jinwu Financial News | The concept of robotics continues to be hyped. UBTECH (09880) submitted an application for full circulation of Listed in Hong Kong to the China Securities Regulatory Commission last Thursday, with its stock price still rising by 8.14%. Among other concept stocks, Horizon Robotics (09660) increased by 14.56%, COWELL (01415) rose by 7.47%, Yuanjiang (02432) went up by 7.21%, Suton Ju Chuang (02498) climbed by 6.68%, and FOURTH PARADIGM (06682) grew by 5.14%. According to TrendForce data, there are already 11 mainstream humanoid robot Ontology manufacturers in the Chinese market in 2024.
Hong Kong stock Concept tracking | Huawei releases ADS 4.0 smart driving with milestone significance, Lidar space expands (with Concept stocks)
Ultra Hardware: single Lidar + 3 solid-state Lidars, continuing to enhance perception capabilities.
Hong Kong stocks movement | Suctech (02498) surged over 5%, announced the launch of a 192-line Lidar for vehicles, with the company strengthening its dual focus on Autos and Siasun Robot&Automation.
Suteng Juchuang (02498) rose by over 5%, as of the time of publication, it increased by 5.28%, reaching 31.9 Hong Kong dollars, with a transaction volume of 0.213 billion Hong Kong dollars.
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.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.
Express News | RoboSense has launched a customizable digital Lidar platform, supporting up to 2160 lines.
Open Source Securities: The humanoid robot half marathon showcases the advantages of China's Industry Chain, and the technological shortcomings are also clearer and more defined.
As a concrete demonstration of the national strategy for humanoid robots, the "One Competition, One Conference" industrial ecosystem strategy is also a warm-up for the upcoming World Humanoid Robot Games to be held in August.
Express News | The company Suoteng Ju Chuang has released a 192-line Lidar for vehicles, aiming for mass production within the year.
The first "half marathon" for humanoid robots has begun. How can they overcome their "physical limits"?
① The journalist interviewed the participating star seed players Song Yan Power, Lingbao Siasun Robot&Automation, and Peking Human-Robot Innovation Center; ② The challenge of robots running a half marathon mainly lies in Hardware stability, including the Ontology and joints' load-bearing capacity, durability, heat dissipation, as well as Battery endurance and energy management.
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.
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.
[Brokerage Focus] Guosen maintains an outperform rating on Suton Juchuang (02498), indicating its vehicle segment benefits from the rapid development of ADAS and advanced intelligent driving.
Jinwu Financial News | Guosen Research Reports indicate that Suateng Juchuang (02498) will achieve revenue of 1.65 billion yuan in 2024, a year-on-year increase of 47%. 1) Revenue from products used for ADAS is 1.34 billion yuan, a year-on-year increase of 71.84%, with ADAS Lidar sales of 519,800 units, a year-on-year increase of 114%; 2) Revenue from products used for Siasun Robot&Automation and others is 0.198 billion yuan, a year-on-year increase of 6.4%, with Lidar sales for Siasun Robot&Automation and other products at 24,400 units, a year-on-year increase of 47%. The bank indicates that, on the vehicle side, benefiting from the rapid development of ADAS and advanced intelligent driving, the company has secured orders.
RoboSense (02498) is projected to achieve the first place in global market share for Lidar in passenger vehicles in 2024, as well as being the annual and cumulative sales champion.
Sauteng Juchuang (02498) has achieved three "global firsts" in the Global automotive Lidar market.
Hong Kong stocks movement | Soten Juchuang (02498) rose over 8% at its peak, with strong growth in Business and embodied Asia Vets opening up growth space.
Suteng Juchuang (02498) rose over 8% at its peak, and as of the time of reporting, it rose 5.91%, priced at 31.35 Hong Kong dollars, with a transaction volume of 0.504 billion Hong Kong dollars.