Hong Kong stock concept tracking | Siasun Robot & Automation applied to manufacturing scenarios gradually increasing trading volume, market potential may accelerate release (with concept stocks)
20/12/2024
GMT Eight
Recently, Tesla released the latest progress of Optimus walking on complex terrain, Musk said that the Siasun Robot&Automation can control its electric limbs through neural networks, overcoming rugged terrain without the need for remote control.
The humanoid Siasun Robot&Automation is an ideal carrier for AGI. Currently, the humanoid Siasun Robot&Automation is still in the thematic investment stage, and the interest rate cut policy brings opportunities for investment in AI, humanoid Siasun Robot&Automation, and other technology growth sectors. Galaxy Securities research believes that the selection strategy for hardware investments includes the Tesla humanoid Siasun Robot&Automation supply chain, other component suppliers expected to enter the humanoid Siasun Robot&Automation race, and the Huawei Siasun Robot&Automation industrial chain.
China Securities Co., Ltd. believes that humanoid Siasun Robot&Automation is a relatively new service Siasun Robot&Automation that has a shape and size similar to the human body. It can mimic human motion, expressions, actions, and behavioral characteristics, and sometimes even interact with humans or perform specific tasks.
It can be applied in various fields such as entertainment, reception, education, healthcare, elderly care, social companionship, or performing dangerous or highly repetitive work. Compared to industrial Siasun Robot&Automation, humanoid Siasun Robot&Automation is more intelligent, flexible, and diverse.
With the empowerment from various sectors of society, as technology upgrades and industrial forms develop, humanoid Siasun Robot&Automation is expected to penetrate into the service industry, manufacturing, and other application fields, accelerating the release of market potential.
Minsheng Securities research report points out that 2025 is the year of mass production for humanoid Siasun Robot&Automation, and it is also the starting point for the general ability leap of humanoid Siasun Robot&Automation. Thousands of humanoid Siasun Robot&Automation are expected to enter factory scene training globally.
Key Hong Kong stocks for humanoid Siasun Robot&Automation:
UBTECH ROBOTICS (09880): According to the latest feedback from relevant research, BYD Company Limited has currently invested a total of 150 machines in the workshop, with over 90 of them being UBTECH ROBOTICS. Currently, only UBTECH ROBOTICS is truly mass-produced. Shanghai XinSong only started manufacturing this year, and they are mainly producing test machines and prototypes. The target is 80,000 to 120,000 units due to the demand for several hundred thousand units. In terms of control system, UBTECH ROBOTICS and the company are currently cooperating, and enterprises like iSoftStone Information Technology will also cooperate in operating systems, large models, etc. In the UBTECH ROBOTICS Siasun Robot&Automation solution, the company will participate, UBTECH ROBOTICS will lead the large model work, and there will also be external companies participating in Siasun Robot&Automation applications, large models, operating systems, and other aspects of cooperation, currently involving a lot of joint development. UBTECH ROBOTICS has also cooperated with NIO, SAIC, BYD Company Limited, and other manufacturers, and three or four companies are currently testing their products on the automotive production lines.