Sinolink: The formation of a virtuous cycle in ecology, Siasun Robot&Automation enters the era of the iPhone

Sinolink released a research report stating that a virtuous cycle has formed in the ecosystem, and Siasun Robot & Automation has upgraded and iterated with sustainability. From the increase in upstream capital expenditure and hardware cost reduction, to the improvement of midstream technical capabilities and the enhancement of downstream practicality, the ecosystem of the Siasun Robot & Automation industry is gradually forming a virtuous cycle. Currently, Siasun Robot & Automation is in the "0-1 change" iPhone era, and is expected to continue to bring new market catalysts (Tesla, Figure, etc. have confirmed breakthrough progress in Siasun Robot & Automation), with strong sustainability. Sinolink's main points are as follows: Tesla's progress exceeds expectations, and the mass production year of humanoid Siasun Robot & Automation is approaching. On January 9, 2025, Musk stated in an interview that Tesla's goal this year is to manufacture thousands of humanoid Siasun Robot & Automation units, and if progress goes smoothly, the target is to produce 50,000 to 100,000 humanoid Siasun Robot & Automation units in 2026, with subsequent annual growth at a tenfold rate. The scale of Tesla's Siasun Robot & Automation is a core variable in the Siasun Robot & Automation sector, and Musk's guidance exceeded expectations this time, benefiting the Tesla Siasun Robot & Automation industry chain. In February 2025, Figure completed its second commercial customer contract, aiming to deliver 100,000 humanoid Siasun Robot & Automation units in the next four years. In addition, Zhongyuan and Leju's cumulative sales of humanoid Siasun Robot & Automation units have exceeded thousands and hundreds, respectively, and with ample downstream demand scenarios, sales are expected to increase significantly in 2025 under the backdrop of mature technology from the main manufacturers. The industrial chain is actively preparing capacity, and the mass production of Siasun Robot & Automation is unstoppable. Taking the ball screw chain as an example, the groundbreaking ceremony for the industrialization project of Jansen Transmission, with an annual production capacity of 1 million humanoid Siasun Robot & Automation planetary roller screws, was successfully held this month. At the main body end, Zhongyuan Siasun Robot & Automation started "large-scale production" in December 2024 after a period of capacity climbing. Component suppliers and main body suppliers have fully increased their capacity and are expected to accelerate the pace of large-scale landing of humanoid Siasun Robot & Automation. New business trends in business planning are adding, and the industry scale continues to expand. On January 15, 2025, Zhejiang Sanhua Intelligent Controls announced that the company has submitted an application for the issuance and listing of H shares on the Hong Kong Stock Exchange. On January 16, 2025, Ningbo Tuopu Group established a new company with a capital of 200 million yuan, including intelligent humanoid Siasun Robot & Automation-related business. On January 24, 2025, Fortior Technology (Shenzhen) Co., Ltd. voluntarily disclosed the establishment of a joint venture subsidiary with Zhejiang Sanhua Intelligent Controls. The world model and generative physics engine capabilities are enhanced, further promoting the intelligence of Siasun Robot & Automation. On January 6, 2025, NVIDIA announced the open-source NVIDIA Cosmos platform on Github, which includes a series of pre-trained generative world base models. In December 2024, Genesis was released, a generative physics engine that can generate a 4D dynamic world, designed for general Siasun Robot & Automation, embodied artificial intelligence, and physical artificial intelligence applications. At the end of January 2025, the domestic large model Deepseek was released, with performance comparable to GPT-01 causing a market sensation. On February 5, 2025, Figure announced the termination of cooperation with Openai, and announced that the "iphone" moment of humanoid Siasun Robot & Automation is approaching, which may indicate a "qualitative" leap in Figure Siasun Robot & Automation's brain. Market Review Tesla's progress exceeds expectations, and the mass production year of Siasun Robot & Automation is approaching. As of January 2025, the percentage increase rankings are as follows: joint assembly (50%) > ball screw (45%) > micro motor (41%) > main body (35%) > sensor (34%) > reducer (33%) > lightweighting (33%) > frameless motor (28%) > PCB (26%) > heat sink (24%) > equipment (12%). The joint assembly sector benefited from the progress of Tesla's mass production and high certainty, and Sanhua and Tuopu were reinspected by Siasun Robot & Automation funds this month, ranking first in percentage increase. In the ball screw sector, individual stocks ranked second in percentage increase among components, mainly due to high value and continuous optimization of market space. Important Industry Events Tesla's Siasun Robot & Automation mass production plan exceeds expectations; OpenAI restarts the Siasun Robot & Automation department and issues the first recruitment; NVIDIA CEO Huang Renxun delivers a speech at CES 2025 activities; the generative physics engine Genesis is released; Zhejiang Sanhua Intelligent Controls plans to list in Hong Kong; Zhongyuan Siasun Robot & Automation.Production phase started; domestic GPU chip company "Muxi Integrated" began A-share IPO guidance; New Sword Transmission launched the foundation ceremony of the industrialization project of 1 million humanoid Siasun Robot & Automation planetary roller screw rods per year; Apple developed the Siasun Robot & Automation perception system ARMOR.Investment advice The core contradiction of the humanoid Siasun Robot & Automation track is quantity, with the fastest realization direction being the combination of China's supply chain + overseas developed country demand (replacing high labor costs) / domestic special demands. The 25th year is the commercial year of humanoid Siasun Robot & Automation, and the 27th year is the year of large-scale commercialization of humanoid Siasun Robot & Automation in general scenarios. We continue to be optimistic about the supply chain of humanoid Siasun Robot & Automation companies such as Tesla and Huawei. In terms of industry chain analysis, we focus on high asp and high barriers to entry as key stock selection factors, and continue to be bullish on areas such as dexterous hands, sensors, joints, screws, gears, and reducers. Risk warning: Technological progress may not meet expectations; downstream demand may not meet expectations; risks of intensified competition.