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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.
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."
UBTECH ROBOTICS: Annual Report 2024
Robot Concept stocks rose across the board. SUTENG JUCHUANG (02498) increased by 7.03%. Daiwa pointed out that this year may be a year for the release and expansion of applications of humanoid robot models.
Jinwu Financial News | Robot Concept stocks rose overall, with Sutech Juchuang (02498) up 7.03%, FOURTH PARADIGM (06682) up 6.61%, Yuejiang (02432) up 5.51%, Ubtech (09880) up 5.32%, and Horizon Robotics (09660) up 0.46%. In terms of news, Daiwa released a report stating that 2025 is likely to be the year for the release and application expansion of humanoid robot models. The firm indicated that the rate of self-production and the reduction in costs for key components exceeded expectations. It also mentioned that the actuators and AI algorithms in the humanoid robot supply chain are likely to perform well in the short term.
Chinese humanoid robots are seizing a global $5 trillion "big track"!
Morgan Stanley expects that by 2050, a total of 1 billion humanoid robots will be deployed globally, with annual revenue reaching 4.7 trillion dollars, nearly double the total revenue of the top 20 global Auto Manufacturers in 2024. China's policy support, technological advancements, and manufacturing foundation place it in a leading position in the field of humanoid robots, especially in the Hardware supply chain.
小白公主 : Decrease in trading volume.