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Direct coverage of the Earnings Conference for the Siasun Robot&Automation Industry: The localization rate of the supply chain is accelerating, while the industrial sector still faces fierce competition.
① Many companies participating in the performance briefing stated that currently, the core or most supply chain links have been localized, while a small number of links that require imports are actively planning localization solutions; ② From the perspective of the overall Siasun Robot&Automation Industry, the competition in the industrial robot industry is fierce, and in 2024, a situation of "growth in quantity without growth in revenue, and growth in revenue without growth in profit" may occur.
After ongoing fluctuations, the market may be nearing a directional choice, with the AI, Siasun Robot&Automation, and other Technology growth sectors likely to rebound.
Looking back at the market situation before the festival, the market has been in a state of fluctuating consolidation, and the atmosphere of market observation remains quite strong.
Patient Capital + Ecological Empowerment, the robot sector has exploded, driving SHOUCHENG (00697) Robot Fund to achieve 300% excess returns.
Recently, SHOUCHENG (00697) held a media/investor communication meeting after the annual Shareholder meeting, where the company's management revealed that the Siasun Robot&Automation Fund investment portfolio has increased in value by over 300% compared to the initial investment, with some early projects achieving an ROI exceeding 10 times. This achievement confirms the foresight and execution of the company's "patient capital" Global Strategy. Zhao Tianyang, Chairman of the Board of Directors of SHOUCHENG, revealed at the meeting: "Since establishing the Peking Robot Industry Development Investment Fund in December 2023, we have invested in over 15 leading robot companies, covering humanoid robots, Medical robots, industrial robots, and more."
Over three times! SHOUCHENG (00697) disclosed investment returns from the Siasun Robot&Automation Fund.
In recent years, the robot industry has gradually transitioned from science fiction to reality, becoming a focal point of discussion in the Capital Markets and the industry. SHOUCHENG (00697), as the leading traditional infrastructure service provider in China, has drawn widespread attention for its continuous efforts in the robot investment sector. The company's Chairman of the Board of Directors, Zhao Tianyang, recently shared the investment logic, layout achievements, and future outlook of SHOUCHENG in the robotics field during a public exchange with Shareholders, media, and investors, showcasing the strategic evolution of SHOUCHENG from being a 'scene holder' to an 'industry enabler,' and revealed that the current book value of the company’s robot Fund investment returns has already exceeded.
The Siasun Robot&Automation industry is experiencing a rise with a noticeable increase in entrants, and the Sector is expected to continue to be in the spotlight.
① According to Statistics from the new strategy humanoid robot research institute, as of December 2024, the number of Global humanoid robot Ontology companies has surpassed 220. Among them, companies from China account for half, exceeding 110. ② Shanghai Securities stated that the Industry Chain for humanoid robots has entered a phase of "a hundred flowers bloom, a hundred schools of thought contend," and the commercialization of humanoid robots is promising. It is recommended to pay attention to domestic component manufacturers that will benefit.
China Merchants: The A-share market in May may present a pattern of "weight index recovery and active technology growth."
China Merchants stated that looking ahead to May, the market may present a pattern of "weight index rebound and active Technology growth."
With Shoucheng Holdings Limited (HKG:697) It Looks Like You'll Get What You Pay For
