Gree Electric Appliances, Inc. of Zhuhai will continue to increase efforts to combat infringement, with five individuals sentenced to imprisonment.
① Gree Electric Appliances, Inc. of Zhuhai issued a report on the progress of intellectual property rights protection. From January 2024 to March 2025, four criminal cases were concluded, resulting in five people receiving sentences and fines of 200,000 yuan; ② From January to March 2025, two criminal cases, fifty civil cases, and one administrative case were concluded.
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.
Lidaxin: High growth in Q4 drives a 33% increase in overall performance for 2024. The Thailand base will see capacity release in the second half of the year | Interpretations
① Ldaxin released its 2024 annual report, with a net income of 0.418 billion yuan for the year, an increase of about 33% year-on-year; ② The company's Q4 performance last year was impressive, with a quarterly profit of 0.139 billion yuan, a year-on-year growth of 121.89%, reaching the highest level for the same period since the company went public; ③ The company will enhance the delivery capacity of its Thailand base, expecting that in the second half of the year, the monthly output value of the Thailand base will reach about 0.3 billion yuan, doubling from the current level.
Beijing Roborock Technology: will accelerate the expansion of markets in Europe, Asia Pacific, and other regions to increase domestic sales scale | Directly addressing the Earnings Conference.
① Beijing Roborock Technology held a performance briefing for 2024, addressing USA tariffs, AI Global Strategy, and overseas expansion, stating that the Vietnam factory will maintain shipments. ② The company's revenue has exceeded 10 billion for the first time, while Net income has declined year-on-year.
The energy storage industry held a discussion meeting on anti-involution, which is expected to drive the Industry Chain back to a high growth trend.
According to a report by Sina Finance, following the self-discipline initiative in the photovoltaic Industry, the Power Inverter and energy storage Industry may follow suit. Recently, the China Photovoltaic Industry Association organized a seminar to prevent "involution-style" vicious competition in the Power Inverter and energy storage sectors, where an initial review of the initiative for healthy development in the Power Inverter and energy storage Industry was conducted.
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.