Huaxialong Securities: Regional Siasun Robot & Automation Industry Development Accelerates, Humanoid Siasun Robot & Automation Movement Capability Breakthrough

Huolong Securities released a research report stating that in terms of capabilities, with the advancement of algorithms, the humanoid Siasun Robot & Automation's motion performance continues to break through, continuously approaching the needs of industrial and household scenarios; in terms of industrialization, various regions have introduced support policies to promote the development of the Siasun Robot & Automation industry, maintaining an industry "recommended" rating. In terms of individual stocks, it is recommended to focus on the two main lines of "high certainty + incremental technology," closely monitoring the progress of Tesla, Inc. (TSLA.US) Optimus mass production and the release of domestic supply chain orders; new developments in domestic companies such as Huawei and U-Tree Chain, grasping the certainty dividend of the industry expansion period in 2025. The main points of Huolong Securities are as follows: The development of regional Siasun Robot & Automation industries is accelerating, and Beijing's Yizhuang plans to purchase over a thousand humanoid Siasun Robot & Automations within 2 years. With the mass production of humanoid Siasun Robot & Automations approaching, various regions have introduced substantial support policies to promote the development of regional Siasun Robot & Automation industries. Chongqing announced the first batch of "flagship" projects in the direction of intelligent Siasun Robot & Automations in the city, listing 12 projects in three categories: "open source community, open scene, technological innovation," with projects from companies such as Chongqing Sokon Industry Group Stock, Chongqing Changan Automobile, and Masan Consumption being selected; Yizhuang in Beijing released nine benchmark applications for Siasun Robot & Automation, planning to release over 10,000 units, nearly 5 billion Yuan, of intelligent Siasun Robot & Automation application opportunities in the next 2 years, including the demand for over a thousand units of humanoid Siasun Robot & Automations. ZQ Siasun Robot & Automation completes the world's first forward somersault, U-Tree G1 becomes "Kung Fu BOT" The products under Shenzhen ZQ Siasun Robot & Automation achieved the world's first humanoid Siasun Robot & Automation forward somersault. The ZQ team integrated adaptive walking algorithms and high dynamic motion control systems into a unified training framework, optimizing gait adaptability and dynamic control accuracy, allowing the Siasun Robot & Automations to switch algorithms to walking mode instantly after landing to ensure stability; U-Tree Technology's G1, through algorithm upgrades, gained the ability to easily learn and perform any action. In the demonstration video, the Siasun Robot & Automations proficiently completed high-difficulty martial arts moves like punching and roundhouse kicks. Figure releases Siasun Robot & Automation sorting video after Helix is applied to the machine After applying the Helix VLA model to the Figure 02 humanoid Siasun Robot & Automation, Figure AI released a video of the humanoid Siasun Robot & Automation sorting parcels in a logistics factory. In the video, a row of Siasun Robot & Automations can smoothly grab and place parcels, recognize barcode labels on the parcels with the camera mounted on their heads, and self-correct for missed parcels. In terms of efficiency, the sorting speed of the Figure 02 is still lower than that of human employees. The deployment of the above work took a total of 30 days. Risk warning: Technological iteration risk, uncertainty in production progress, valuation risk, policy risk, errors in data sources cited, etc.