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近期机器人产业链催化不断 机构坚定看好板块投资机会

Recently, the Siasun Robot&Automation Industry Chain has been continuously catalyzed, and Institutions remain Bullish on Sector investment opportunities.

cls.cn ·  Jan 20 19:02

Media reports indicate that recently, member of the Provincial Political Consultative Conference and Vice President of Wuhan University, Professor Gong Wei, introduced to reporters that Tianwen is moving from the laboratory to the production line, planning to achieve mass production by 2025. Analyst Cui Yan from Minsheng Securities pointed out that the technology of humanoid robots is evolving rapidly, the industry trend is strengthening continuously, and the long-term potential is opening up, remaining bullish on investment opportunities in the humanoid robot sector.

Media reports indicate that recently, member of the Provincial Political Consultative Conference and Vice President of Wuhan University, Professor Gong Wei, introduced to reporters that Tianwen is moving from the laboratory to the production line, planning to achieve mass production by 2025, and to establish a research and manufacturing production line; the research and development of Tianwen robots is driven by the needs of the service industry. Gong Wei revealed that currently, some supermarkets and dining enterprises are actively seeking cooperation, eagerly anticipating the application of this humanoid robot at the terminals.

Recently, there has been continuous news related to robots. Analyst Cui Yan from Minsheng Securities pointed out that looking ahead, at the end of January, Tesla will update the progress of Optimus during the Q4 2024 earnings conference, and Gen3 is expected to be finalized and released in Q1 2025; in addition, at NVIDIA's GTC25 conference in March, updates on the company's layout in the robot field are anticipated. As more technology giants enter the market, Cui Yan believes that the technology of humanoid robots is evolving rapidly, the industry trend is consistently strengthening, and the long-term potential is continuing to open up, remaining bullish on investment opportunities in the humanoid robot sector.

According to data from the financial news agency, among the relevant listed companies:

Chengdu Haoneng Technology's wholly-owned subsidiary, Chongqing Haoneng, is constructing the "Core Components Project for Intelligent Manufacturing," which includes products such as high-precision reducers for robots and joint drive assemblies.

IKD Co., Ltd. established its wholly-owned subsidiary, Shundong Robot Technology (Ningbo) Co., Ltd., on December 18, 2024. In addition, the company plans to acquire the electric machine business to enter the robot sector.

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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