SIASUN(300024) 证券时报网·2025-01-27 01:23Group 1 - The core viewpoint is that 2025 will mark the year of mass production for humanoid robots, with companies like Tesla and Zhiyuan planning to produce thousands of units [1] - Industry leaders like Tesla are nearing the finalization and mass production of their robots, which will lead to a stable supply chain where suppliers are less likely to be replaced, thus benefiting from rapid industry growth [1] - The investment focus is shifting from thematic investments to high-growth investments, emphasizing the importance of identifying certain segments and companies within the humanoid robot industry [1] Group 2 - Major domestic and international players are entering the market to establish an ecosystem, with the core AI systems rapidly evolving, making the prospects for humanoid robots more optimistic [1] - The hardware supply chain, characterized by high reliability, performance, and low cost, is crucial for the practical implementation of humanoid robots, with domestic suppliers showing significant advantages in following, manufacturing, and cost reduction [1] - Four main investment themes are suggested: 1) Tesla-related companies such as Wuzhou Xinchun and Sanhua Intelligent; 2) Domestic companies like Seres and Leisai Intelligent; 3) Other advantageous firms such as Zhongjian Technology and Zhongdali De; 4) "Shovel stocks" like Zhejiang Haideman and Qinchuan Machine Tool [1]