SIASUN(SZ:300024) Nan Fang Du Shi Bao·2025-04-25 09:28Core Insights - Shenzhen's robotics industry is experiencing rapid growth, highlighted by the first-ever Robotics Industry Linkage Conference, which attracted over 200 renowned robotics companies and experts [1][3] - The Shenzhen government has launched an action plan aiming for significant technological breakthroughs in key areas by 2027, including the establishment of over 10 companies valued at over 10 billion yuan and 20 companies with revenues exceeding 1 billion yuan [1][2] - The total output value of Shenzhen's robotics industry is projected to reach 201.2 billion yuan in 2024, marking a 12.58% increase from 2023, surpassing the average growth rate of other strategic emerging industries in the region [3][6] Industry Development - The action plan for embodied intelligent robotics is seen as a strategic move for Shenzhen to secure a leading position in the industry, leveraging existing strengths in AI and robotics [2] - As of the end of 2024, the number of robotics companies in Shenzhen reached 74,032, with a year-on-year increase of 39.64% [6] - The robotics industry in Shenzhen has formed a comprehensive industrial chain, covering everything from core components to system integration and application scenarios [6] Technological Innovation - In 2024, Shenzhen's robotics industry filed 20,531 patent applications, a 35.56% increase year-on-year, indicating robust innovation activity [7] - Major tech companies like Tencent, Huawei, DJI, and Ping An Technology are heavily investing in robotics technology, driving the industry towards higher-end and intelligent development [7] - The capital market is also responding positively, with 72 financing events in 2024, accounting for nearly 25% of the national total, reflecting strong investor interest in cutting-edge projects [7]