SIASUN(SZ:300024) Xin Lang Cai Jing·2025-03-31 02:09Group 1 - The core viewpoint is that despite a short-term decline in the robotics sector, the long-term market demand and development potential for robotics remain promising [1] - Yushu Technology has been frequently announcing winning bids, with applications in various fields such as education, industrial applications, and public services, indicating a growing market demand for robotics and related equipment [1] - A strategic agreement has been signed between Great Wall Motors and Yushu Technology, and a 10 billion yuan future industry fund has been established in Hefei to promote the development of the intelligent robotics industry [1] Group 2 - According to Guojin Securities, the core issue for humanoid robots is volume, with the industry expected to be dominated by major players in 2024, as robotics is a competitive field for large model companies [2] - The trend of open-source large models, represented by Deepseek, is expected to accelerate in 2025, leading to a decrease in costs and barriers, allowing robotics as application terminals to flourish [2] - In 2025, supply chain confirmation stages will be reached by companies like THB, with supply chain technology, product iteration, and customer resource capabilities becoming crucial for entering the top supply chains [2]