SIASUN(SZ:300024) Sou Hu Cai Jing·2025-04-21 08:28Core Insights - The company Zhi Ping Fang has launched its next-generation general-purpose intelligent robot, AlphaBot 2, and announced its latest "AGI terminal" strategy [2] - The CEO, Guo Yandong, stated that the company plans to establish its own production line within the year, aiming for an annual production scale of 10,000 units by 2028 and 1 million units by 2033 [2] - AlphaBot 2 is positioned as the "fourth-generation terminal," capable of understanding natural language and executing complex multi-task actions [2][3] Company Developments - Zhi Ping Fang has developed a comprehensive self-research model called GOVLA (Global & Omni-body Vision-Language-Action), which enables 360-degree environmental perception and task decomposition [3] - The hardware of AlphaBot 2 has been upgraded with over 34 degrees of freedom and a reach of 700mm for its single arm, making it suitable for various tasks from industrial applications to home services [3] - The company has already established partnerships with firms like Huaxi Biological and Jingneng Microelectronics to implement its robots in biotechnology and semiconductor manufacturing [3] Industry Trends - The global humanoid robot market is expected to grow significantly, with Goldman Sachs predicting that by 2035, the shipment of humanoid robots will reach 1.4 million units, resulting in a market size of $38 billion [5] - Major companies, including Tesla and Figure, have also released new humanoid robot products, indicating a shift from single-task industrial robots to more autonomous and collaborative humanoid robots [4][5] - The industry is still in its early stages, facing challenges in mass production capabilities, overall costs, chip compatibility, and battery life [5]