Cinda: Siasun Robot & Automation is expected to build a second growth curve. Focus on the consumer electronics enterprise Siasun Robot & Automation "ChatGPT" opportunity.

Cinda released a research report stating that the AI industry is currently undergoing a deep transformation of existing human industries. By 2025, AI cloud and edge computing will converge, with humanoid Siasun Robot & Automation being an important track within the AI edge computing space, offering vast commercialization opportunities. Many companies in the consumer electronics industry have deep technical expertise and rich engineering experience, and have good cooperation relationships with leading Siasun Robot & Automation companies both domestically and internationally. Some high-quality companies are expected to take advantage of this opportunity to build their second development curve. It is recommended to pay attention to high-quality companies in the current electronics industry. Cinda's main points are as follows: The development of humanoid Siasun Robot & Automation is rapid, and commercialization may not be far off. Humanoid Siasun Robot & Automation refers to robots that resemble the shape and size of humans, can mimic human movements, expressions, interactions, and actions, and to some extent possess cognitive and decision-making intelligence. Built on various disciplines, humanoid Siasun Robot & Automation is a symbol of a country's industrial civilization level. From the perspective of the industry chain, the Siasun Robot & Automation industry chain is complex, involving many links and companies. The industry components involved in the Siasun Robot & Automation industry are complex, with upstream raw materials and core components including sensors, motors, reducers, batteries, servo mechanisms, controllers, EMS, CPUs, GPUs, etc.; midstream mainly involves research and development, production, and system integration, including parts assembly, finished product assembly, calibration, testing in the production process of Siasun Robot & Automation, software system development and integration, providing integrated products and services to customers, etc.; downstream applications are used in various industries. Currently, due to the increasing intelligence of global industrial production and the improvement of household consumption levels, the smart Siasun Robot & Automation industry is growing rapidly. According to UBTECH ROBOTICS' prospectus, the CAGR of personal/home smart service Siasun Robot & Automation is expected to reach 14.3% from 2022 to 2028, while professional smart service Siasun Robot & Automation is expected to reach 19.1% from 2022 to 2028, with a comprehensive CAGR of 17.8%. Humanoid Siasun Robot & Automation represents intelligent Siasun Robot & Automation, and the path to commercialization may not be far off. In 2024, UBTECH ROBOTICS officially released the new generation industrial humanoid Siasun Robot & Automation Walker S1, which has entered training at car factories such as BYD Company Limited, becoming the world's first industrial scenario solution where humanoid Siasun Robot & Automation and unmanned logistics vehicles cooperate. In addition, companies such as Tesla, Figure, Ubtech, and Boston Dynamics have made significant progress in industrialization. Leading manufacturers compete, related products iterate rapidly. Figure Siasun Robot & Automation has a clear strategy and development path. According to information on FIGURE's official website, the future opportunity of humanoid Siasun Robot & Automation mainly lies in three areas: physical labor, currently accounting for 50% of the global GDP, consumer home use, with approximately 700 million elderly people requiring home care, and space exploration. The future of humanoid Siasun Robot & Automation is full of imagination, but making robots smarter is necessary. FIGURE is building a data alliance to support humanoid Siasun Robot & Automation, with important partners including OpenAI, Microsoft, Nvidia, and others. UBTECH ROBOTICS was established in March 2012 and is one of the leaders in humanoid Siasun Robot & Automation. UBTECH ROBOTICS was the first to achieve the practical application of humanoid Siasun Robot & Automation and is the only company in the world to have announced collaborations with multiple car manufacturers. The industrial humanoid Siasun Robot & Automation Walker S series is also the most widely used humanoid Siasun Robot & Automation in car factories globally. Ubtech also released a humanoid Siasun Robot & Automation with significant advantages in motion ability and joint freedom. Currently, there are many styles of humanoid Siasun Robot & Automation released globally, each with its own unique characteristics. Ubtech's Unitree H1 is approximately 180cm tall and weighs about 47kg. Equipped with sensors such as 3D laser radar and depth cameras, it also has strong motion capabilities. Unitree H1-2 has 27 degrees of freedom and has good commercial prospects. AI is driving industry development, and the "ChatGPT moment" of Siasun Robot & Automation technology is expected to arrive soon.As one of the global leaders in AI, NVIDIA has also launched related products, including powerful toolsets such as Omniverse and Cosmos. NVIDIA Omniverse is an API, SDK, and service platform that allows developers to integrate OpenUSD, NVIDIA RTX rendering technology, and generative physical AI into existing software tools and simulation workflows for industrial and Siasun Robot&Automation use cases.NVIDIA Omniverse provides powerful support for the research and application of humanoid Siasun Robot&Automation, driving progress in many areas such as synthetic data generation, autonomous vehicle simulation, product configurators, reinforcement learning, virtual facility integration, and more as disclosed on the official website. NVIDIA announced the launch of NVIDIACosmos at CES2025. NVIDIA Cosmos is a platform that includes advanced generative world base models, sophisticated tokenizers, and accelerated data processing and management pipelines for developers of autonomous vehicles (AV) and Siasun Robot&Automation. "The 'ChatGPT moment' for Siasun Robot&Automation technology is coming soon. Like large language models, the world base model is the foundation for advancing Siasun Robot&Automation and AV development, but not all developers have the expertise and resources to train their own, said NVIDIA founder and CEO Huang Renxun. "We created Cosmos to democratize physical AI and make universal Siasun Robot&Automation technology accessible to every developer." Currently, leading Siasun Robot&Automation and automotive companies, including 1X, Agile Robots, Agility, Figure AI, Foretellix, Fourier, Galbot, Hillbot, IntBot, NeuraRobotics, Skild AI, Virtual Incision, Waabi, and XPENG, as well as ridesharing giant Uber, are among the first companies to adopt Cosmos. Risk factors: macroeconomic downturn risk; downstream demand lower than expected risk; escalating US-China trade tensions risk; risks of new technologies and products not progressing as expected.