SIASUN(300024) 证券时报网·2024-12-28 23:53Humanoid Robots - The humanoid robot market in China is expected to reach 2.76 billion yuan in 2024 and expand to 75 billion yuan by 2029, with a further increase to 300 billion yuan by 2035, representing a compound annual growth rate (CAGR) of 53.15% from 2025 to 2035 [3] - Global humanoid robot shipments are projected to exceed 2,000 units in 2024, marking the beginning of commercialization, with significant growth expected in 2025 [16] - Companies like Figure, Agility, Unitree, and Leju have announced product deliveries and deployments, indicating rapid industry progress [2] - Top Group plans to invest 5 billion yuan in a robot electric drive system base, with its core components receiving positive feedback from customers [18] - Nine humanoid robot-related stocks with over 10 institutional ratings and a projected 2024-2025 net profit CAGR exceeding 20% have been identified [17] AI Phones - AI phone shipments are forecasted to reach 150 million units in 2024, accounting for 13% of global smartphone shipments, and are expected to surpass 590 million units by 2027, representing over 50% of global smartphone shipments [6] - Major global and Chinese smartphone manufacturers, including Apple, Google, Samsung, Honor, OPPO, Xiaomi, and Vivo, are integrating generative AI features into their devices [5] - Crystal Optoelectronics supplies optical components for AI phones like Samsung S24 and OPPO Find X7, with a projected 2024-2025 net profit CAGR of 45.95% [29] - Nine AI phone-related stocks with over 5 institutional ratings and a projected 2024-2025 net profit CAGR exceeding 8% have been identified [21] Autonomous Driving - China's autonomous driving market is expected to grow from 330.1 billion yuan in 2023 to 383.2 billion yuan in 2024, with a growth rate of 15.8% [22] - Yutong Bus, in collaboration with WeRide, has deployed L3 and L4 autonomous buses in multiple cities, with a projected 2024-2025 net profit CAGR of 49.09% [23] - Seven autonomous driving-related stocks with a PEG ratio below 1 have been identified, including Yutong Bus and Great Wall Motor [31] Solid-State Batteries - China's solid-state battery market is projected to reach 1.7 billion yuan in 2024 and grow to 20 billion yuan by 2030, with a CAGR of 50.81% from 2025 to 2030 [25] - Companies like Capchem and Tao's Technology are advancing solid-state battery industrialization, with Capchem developing solid-state electrolytes and planning capacity expansion [10][24] - Sunwoda has been researching solid-state batteries since 2015, with plans for first-generation 400Wh/kg and second-generation 500Wh/kg all-solid-state batteries [26] - Five solid-state battery-related stocks with a PEG ratio below 1 have been identified, including Sunwoda and Great Wall Motor [34] Industry Trends - The four frontier technology sectors—humanoid robots, AI phones, autonomous driving, and solid-state batteries—are gaining institutional favor due to their innovation and market potential [1] - These sectors are expected to reach critical commercialization milestones or achieve mass production breakthroughs by 2025, significantly impacting related companies' performance [15] - Nine stocks across these sectors received significant institutional buying in December, with net purchases exceeding 15 million yuan each [27]