SIASUN(300024) 证券时报网·2025-01-31 00:12Industry Overview - Humanoid robots are identified as a key sector for future industries, with significant growth expected in shipment volumes by 2025, marking a new phase of rapid development [1][3] - The year 2025 is projected to be the year of mass production for humanoid robots, which are defined as robots that mimic human movements, expressions, and interactions, showcasing their potential across various fields such as industrial manufacturing, medical rehabilitation, education, and home services [2][3] Market Potential - According to CITIC Securities, global humanoid robot shipments are expected to exceed 2,000 units in 2024, indicating the start of commercialization [3] - The humanoid robot market in China is projected to reach 2.76 billion yuan in 2024, expanding to 75 billion yuan by 2029, and further increasing to 300 billion yuan by 2035, with a compound annual growth rate of 53.15% from 2025 to 2035 [3] Company Developments - Several companies are actively engaging in the humanoid robot sector, with notable developments including: - Anjie Technology is expanding its technology and business planning related to humanoid robots [5] - Jingye Intelligent has completed research and development planning for quadruped and humanoid robots [6] - Huichuan Technology is developing components for humanoid robots, such as motors and actuators [7] - Zhenghai Magnetic Materials offers products compatible with humanoid robot motors [8] - Fengli Intelligent has established partnerships with domestic humanoid robot manufacturers [9] - Jingsong Intelligent is in the process of forming a humanoid robot R&D team [10] - Hanwei Technology is collaborating with multiple humanoid robot manufacturers [11] Investment Opportunities - The arrival of humanoid robot mass production is expected to significantly impact the performance of related listed companies, with 11 stocks in the humanoid robot sector predicted to achieve a compound net profit growth rate exceeding 20% from 2024 to 2025 [12][13] - Top Group is projected to have a compound net profit growth rate of 32.79% from 2024 to 2025, with plans to invest 5 billion yuan in a robot electric drive system base, which is a key component of humanoid robots [13]