Siasun Robot & Automation welcomes intensive catalysis! Musk: production will increase tenfold by 2026.

Recently, the humanoid Siasun Robot & Automation industry has seen intensive catalyzation. Musk stated that if everything goes smoothly, the production of Tesla's humanoid Siasun Robot & Automation will increase tenfold by 2026. In response to this news, the humanoid Siasun Robot & Automation sector saw a significant surge in the afternoon. Prior to this, Huang Renxun reiterated at CES 2025 that the GPT moment for humanoid Siasun Robot & Automation has arrived. Currently, the domestic humanoid Siasun Robot & Automation industry has made significant progress, with many companies actively deploying and releasing products. Huaxi Fund believes that the humanoid Siasun Robot & Automation industry is expected to receive internal policy + external giant joint catalyzation, entering a phase of dual drive by domestic and foreign complete machine manufacturers. Musk once again "makes promises", causing intensive catalyzation in the industry On January 9, Caixin reported that according to a message posted by "Tesla Owners Silicon Valley" on the X social platform, Tesla CEO Elon Musk stated in a live interview that the Tesla humanoid Siasun Robot & Automation Optimus will be the largest product in history. Everyone will want to have at least one Siasun Robot & Automation... Unless someone is hiding something (advanced technology), I dare say we have the most advanced and sophisticated Siasun Robot & Automation in the world, with 22 degrees of freedom in the hands, resembling human hands. At the same time, Musk made production capacity plans for humanoid Siasun Robot & Automation, with Tesla planning to produce thousands of humanoid Siasun Robot & Automation Optimus in 2025, with these Siasun Robot & Automation initially being tested in Tesla factories. If all goes well, the plan is to increase the production of humanoid Siasun Robot & Automation Optimus tenfold by 2026, approximately 50,000 to 100,000 units; in the following year (2027) it will be further increased tenfold, to about 500,000 units. Just a day before, Musk had just mentioned in a personal livestream that an Optimus update may be released in a few weeks, with progress going very smoothly and the team performing very well. Furthermore, at CES 2025, Nvidia founder and CEO Huang Renxun reiterated the arrival of the GPT moment for humanoid Siasun Robot & Automation. Humanoid Siasun Robot & Automation is expected to perform tasks through Apple Vision Pro demonstration, quickly generating training data through simulation. According to the latest research from TrendForce's Commonwealth Consulting, as humanoid Siasun Robot & Automation moves towards highly integrated systems and is expected to enter household life from industrial scenes, front-end AI model training will become more critical to meet the needs of more backend understanding and interaction. The global market for large language models, including AI training and AIGC solutions, is expected to exceed $100 billion by 2028, with a compound annual growth rate of 48.2% from 2025 to 2028. Nvidia's Cosmos platform, introduced at CES 2025, containing the foundational model for generating worlds, is expected to become an important market driver. Affected by the recent intensive catalyzation in the news, the humanoid Siasun Robot & Automation index experienced a surge in the afternoon of January 9, ultimately closing up 1.73%. In terms of individual stocks, Shenzhen Zhaowei Machinery & Electronics (003021.SZ) and Ningbo Techmation (603015.SH) showed strong gains, with Victory Giant Technology, Hangzhou Kaierda Welding Robot, and Kinco Automation (Shanghai) Co., Ltd among the top performers. Rapid industry development, active layout by enterprises Currently, the domestic humanoid Siasun Robot & Automation industry has made significant progress, attracting a large influx of capital, with many companies actively deploying and releasing products. On January 7, 2025, Fourier announced the completion of Series E financing, with a financing amount of approximately 800 million yuan. Investors include Guoxin Investment with Shanghai state-owned background, Pudong Venture Capital, Zhangjiang Science and Technology Investment, and Prosperity7 Ventures under Saudi Aramco. In 2023, Fourier launched the first humanoid Siasun Robot & Automation GR-1; in September 2024, Fourier released the new generation general-purpose humanoid Siasun Robot & Automation GR-2; GR-1 and GR-2 mainly cover applications in areas such as medical rehabilitation, academic research, and tour guide consultations. On December 26, 2024, Guangzhou Automobile Group launched the third-generation intelligent humanoid Siasun Robot & Automation GoMate, using an innovative variable wheel-leg structure, which is expected to be applied in security, healthcare, automotive aftermarket, logistics, and education. On the same day, Matrix Superintelligence officially launched the full-size general-purpose humanoid Siasun Robot & Automation MATRIX-1, with plans to achieve small-scale production in 2025."" This is a punctuation mark in Japanese that is commonly used to represent a full stop or period.On December 13, 2024, BYD Company Limited announced on its official WeChat account that its Intelligent Research Team has begun recruiting. The team has already developed processes such as Siasun Robot & Automation, intelligent cooperation Siasun Robot & Automation, intelligent mobility Siasun Robot & Automation, humanoid Siasun Robot & Automation, etc. Additionally, BYD Company Limited has also invested in Shanghai Zhiyuan Siasun Robot & Automation. On December 2, 2024, Magic Atom showcased its humanoid Siasun Robot & Automation MagicBot in factory production lines for training and operations, with plans to deliver hundreds of mass-produced MagicBot units in 2025. Delivery is expected to reach thousands of units in 2026. UBTECH ROBOTICS previously announced a collaboration with Dongfeng Lili Motors in June 2024, with its industrial humanoid Siasun Robot & Automation Walker S already working in the assembly plant of Dongfeng Lili Motors for tasks such as door lock quality inspection, car light cover detection, seatbelt inspection, and sticker application. On October 14, 2024, UBTECH ROBOTICS officially released the new generation industrial humanoid Siasun Robot & Automation Walker S1 and announced its training at BYD Company Limited's factory. As of October 2024, Walker S has received intentions for orders exceeding 500 units from car manufacturers. What does the future hold? Regarding the future development of humanoid Siasun Robot & Automation, the "Ten Trends Outlook for Humanoid Siasun Robot & Automation" released at the 2024 World Siasun Robot & Automation Congress shows that in the future, humanoid Siasun Robot & Automation will overcome difficulties in walking on complex terrains and adapt to slopes, stairs, thresholds, and narrow environments built for humans, achieving stable, self-adaptive, and interference-resistant walking. In case of lower body shaking, it will use collaborative arms to operate human tools and equipment for high-performance tasks. The "Ten Trends Outlook for Humanoid Siasun Robot & Automation" also mentioned that by 2024, the market size of China's humanoid Siasun Robot & Automation is estimated to be close to 27.6 billion RMB, and by 2029, the market size is expected to reach 75 billion RMB, accounting for 32.7% of the global market. The humanoid Siasun Robot & Automation industry is expected to experience explosive growth in the coming years. According to Sealand Research, in 2024, the domestic humanoid Siasun Robot & Automation industry has shown the effects of technological accumulation and policy stimulation. In 2025, manufacturers will enter the production of humanoid Siasun Robot & Automation, large factories will continue to deploy AI large models, the entire industry will accelerate the construction and commercialization of humanoid production chains, and upstream demands will wait for a surge, maintaining a "buy" rating for the humanoid Siasun Robot & Automation industry. Huaxin Fund believes that humanoid Siasun Robot & Automation integrates advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, and is expected to become a disruptive industry after computers, smartphones, and new energy vehicles. It is expected to be catalyzed by internal policies and external giants, entering a phase of dual-drive from domestic and foreign manufacturers. This article is reprinted from "Wande Stocks" and edited by Li Fu for GMTEight.