China Securities Co., Ltd.: Siasun Robot&Automation sector is gradually entering the consolidation range, it is recommended to focus on high-quality segments at the bottom.

China Securities Co., Ltd. has released a research report stating that the humanoid Siasun Robot & Automation Marathon Race will be held in Beijing's Yizhuang area on April 19, 2026. The main body manufacturer of humanoid Siasun Robot & Automation is expected to have its valuation reassessed, and it is recommended to pay attention to the related supply chain. The current Siasun Robot & Automation sector is gradually entering the configuration range, with Yushu IPO and Tesla, Inc. (TSLA.US) V3 both gearing up, so it is advisable to focus on high-quality sectors. The main points of China Securities Co., Ltd. are as follows: Continued recommendation of the gas turbine sector, the upcoming Siasun Robot & Automation Marathon Race is worth watching in the domestic chain (1) Humanoid Siasun Robot & Automation: The Siasun Robot & Automation Marathon Race is expected to take place on April 19, with the domestic chain worth watching. The Optimus project is continuing to progress, and the release and mass production progress of V3 are worth paying attention to. (2) AIDC power generation equipment: The industrial chain price increase continues to land, and the trend of domestic whole machine going abroad is evident. (3) Construction machinery: Domestic sales have rebounded positively in March, with exports maintaining high growth; (4) Semiconductor equipment: Storage batch bidding has begun, and the "de-Americanization" logic will continue to be realized; (5) Solid-state battery equipment: Solid-state batteries are sprinting into mass production, waiting for equipment bidding to catalyze. Humanoid Siasun Robot & Automation: The Optimus project continues to progress, and the release and mass production progress of V3 are worth watching Although Optimus V3 has not been released in Q1, the project is still steadily progressing, and with the recruitment announcements of Tesla, Inc. Siasun Robot & Automation and factory construction information, it is expected that the project will gradually deepen, and the mass production of Optimus is gradually approaching. Currently, Optimus V3 is still in the preheating stage, and subsequent product releases and mass production progress are worth focusing on. Domestic Siasun Robot & Automation companies such as Yushu Technology are continuing their ... The document length has been exceeded.