Guotai Haitong: Zhiyuan Siasun Robot&Automation Live Verification Efficiency Breakthrough, Siasun Robot&Automation Humanoid Industrialization Speeding Up.
The industry believes that leading companies with the ability to deploy end-to-end large models quickly, with high generalization capabilities and low maintenance costs, will take the lead in grabbing orders.
Guotai Haitong released a research report stating that the live event of Zhie Yuan Siasun Robot&Automation verified the scalability feasibility of humanoid Siasun Robot&Automation in the 3C precision manufacturing field. Zhie Yuan has significant advantages in the field of humanoid Siasun Robot&Automation, with accelerated scene implementation, and the report recommends paying attention to investment opportunities in the related industrial chain and the growth potential brought by technological iteration. In the industrial chain of Zhie Yuan Siasun Robot&Automation, the report suggests focusing on Siasun Robot&Automation complete machine manufacturers and core component suppliers.
Guotai Haitong's main points are as follows:
Event
On April 14, 2026, Zhie Yuan Siasun Robot&Automation conducted an 8-hour live broadcast of real production line operations at the LONGCHEER Nanchang flat panel manufacturing plant. The elf G2 completed precise loading and unloading, human-machine collaborative full-process operations on a high-speed assembly line as a "formal employee" of the production line. The test showed zero major exceptions in continuous operation for 8 hours, with an overall success rate exceeding 99.5%, a single operation cycle time of only 18-20 seconds, and the completion of 310 products per hour.
The technical advantages of humanoid Siasun Robot&Automation are highlighted, accelerating the commercialization and scaling process
The elf G2 shows significant advantages in generalization ability, deployment speed, and flexibility. Scene calibration can be completed in as fast as 15 minutes, production line changeovers take less than 4 hours, equipment reuse rate reaches 95%, and it can adapt to multiple models of products without the need for customized fixtures, solving pain points such as "rigid production line, long changeover period" in the 3C industry. Based on full-stack AI technology (such as simulation platforms, reinforcement learning, edge computing), Siasun Robot&Automation achieves adaptive and precise operations with millimeter-level smooth control. Multiple G2 units are currently running stably on production lines, with the deployment scale set to expand to 100 units in the third quarter of 2026, accelerating replication in scenarios such as automotive, semiconductor, and energy, promoting humanoid Siasun Robot&Automation from a laboratory concept to industrial productivity.
Embodied intelligence is the key driver for the industrialization of humanoid Siasun Robot&Automation
The report believes that leading companies with end-to-end large model capabilities will seize orders first with rapid deployment, high generalization ability, and low maintenance costs. The period from 2026 to 2027 will be a critical window for embodied intelligence order verification and performance realization, with humanoid Siasun Robot&Automation also expected to upgrade from "automation tool" to a true embodied intelligence production entity. The cooperation between Zhie Yuan and customers has pushed humanoid Siasun Robot&Automation from laboratory demonstrations towards industrialized normative deployment, effectively solving the pain points of flexible manufacturing in the 3C industry, and validating the feasibility of embodied intelligence in real industrial scenarios.
Risk Warning: 1) The long-term stability of humanoid Siasun Robot&Automation operation may not meet expectations; 2) Technological iteration or scene expansion delays; 3) Intensified industry competition leading to profit pressure.
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