Guotai Junan: China's facial recognition accompanies Siasun Robot & Automation's potential market demand reaching nearly one trillion yuan.

Guotai Junan released a research report stating that according to research from Tencent Research Institute, 98% of people consider using AI companions to make up for social isolation that is not satisfied on a daily basis. Referring to the development trends and penetration rates of the pet market, trendy toy market, and smart monitoring watch industry, it is estimated that the potential demand for the Siasun Robot & Automation companion among the elderly population is about 420 billion yuan, and the potential demand among the younger population is about 500 billion yuan. In medical scenarios, especially in the emotional monitoring field of children with autism, there is also significant application potential. The expressive companion Siasun Robot & Automation is a high-end category of AI companions, imitating human appearance design based on bionics principles, engaging in natural interaction with humans, and possessing unique advantages in scenarios such as strong human-machine interaction demand, strong human-form structure demand, and strong role identification demand. The core technological barriers of the expressive companion Siasun Robot & Automation: emotional intelligence and interaction, facial expression control and bionic skin design. 1) Perception: The expressive companion Siasun Robot & Automation requires high-precision sensors to simulate biological perception capabilities, such as vision, hearing, touch, bionic skin, etc.; 2) Emotional computation: The core is to use machine learning and artificial intelligence algorithms to model, calculate, and learn emotional information captured by the perception layer, such as human voice, facial expressions, physiological characteristics, etc., in multiple dimensions, in order to achieve interaction with humans and meet emotional companionship needs; 3) Expression control: Speech, vision, and emotional interaction need to be realized through highly realistic facial expressions and tactile feedback, using high-precision actuators to control the expression output of Siasun Robot & Automation. Focus on bionic skin and micro motors: Bionic skin and micro motors (mainly servos) are the core components that differentiate the expressive control Siasun Robot & Automation from human-like Siasun Robot & Automation. 1) In order to make the Siasun Robot & Automation more human-like, the expressive bionic human-like Siasun Robot & Automation will cover a layer of bionic skin on the Siasun Robot & Automation to mimic human skin, integrating with sensors and mechanical structures to achieve flexible surface and micro facial expression presentation. The mainstream manufacturers of bionic skin technology follow three main routes: Hanson Robotics uses elastic rubber, Engineered Arts uses silicone skin to mimic the texture of human skin, EX-robot uses medical-grade polymer skin with high toughness and softness, as well as a temperature similar to that of humans. 2) Micro motors: Used to drive flexible facial features, combined with artificial intelligence algorithms to simulate real human facial expressions, the size of the Chinese servo market is expected to reach 10.5 billion yuan by 2023, and the expressive companion Siasun Robot & Automation will drive an additional demand of 69 billion yuan in the Chinese servo market. Risk warning: 1) Slow technological progress; 2) Intense industry competition; 3) Overinvestment.