SIASUN(SZ:300024) Xin Hua Cai Jing·2025-03-31 08:32Core Viewpoint - The article discusses the recent comments by Zhu Xiaohu from金沙江创投 regarding the exit from humanoid robot companies, clarifying that the term "bulk exit" is misleading and that the focus is on the unclear commercialization paths in the field of embodied intelligence [1][3]. Group 1: Investment Strategy - Zhu Xiaohu emphasized a preference for investing in areas with clear commercialization rather than chasing short-term trends, indicating that exits are based on the lack of a clear business path [1][3]. - The investment amounts in humanoid robot projects by金沙江创投 are relatively small, with estimates suggesting around 3.2 million RMB for松延动力 and approximately 600,000 RMB for星海图, both with valuations around 200 million RMB [2]. Group 2: Industry Reaction - The industry response to Zhu Xiaohu's comments indicates a division in opinion regarding the investability of the humanoid robot sector, with some investors expressing concerns about potential valuation bubbles [3]. -星海图 publicly stated that they have never had direct communication with Zhu Xiaohu, emphasizing the need for continued support and innovation in the embodied intelligence sector [2].