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.
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.
Direct coverage of the Star medical instruments industry collective Earnings Conference: Multiple companies are laying out AI medical Business, and key segments in innovation fields may accelerate the development of domestic production.
① Attending companies believe that tariff policies will bring some cost pressures and market challenges to enterprises, but at the same time, it has accelerated the localization process in relevant fields; ② Some attending companies disclosed the latest developments in their Business during the earnings briefing and the planning for related lines by 2025.
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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