SIASUN(SZ:300024) Xin Lang Cai Jing·2025-04-29 03:55Group 1 - The humanoid robot industry is experiencing frequent financing events since April, indicating a growing interest and investment in this sector [1] - According to the Qianzhan Industry Research Institute, the market size for elderly care robots in China is projected to reach approximately 7.9 billion yuan in 2024, with a compound annual growth rate of around 15%, expected to reach 15.9 billion yuan by 2029 [1] - The International Electrotechnical Commission (IEC) has officially released international standards for elderly care robots, marking a transition from exploration to standardized development in the industry [1] Group 2 - The humanoid robot industry is on the brink of large-scale production, presenting significant investment opportunities across the supply chain, particularly in core components such as screws, harmonic reducers, and motors [2] - The market potential for screws, a key component for linear actuators, is estimated to reach 14 billion yuan with a production scale of one million humanoid robots [2] - The market for harmonic reducers, favored for their small size and high transmission ratio, is also projected to reach 14 billion yuan, while the market sizes for frameless torque motors and hollow cup motors are expected to be 28 billion yuan and 20.4 billion yuan, respectively, at the same production scale [2] Group 3 - The Robot ETF fund (562360) is tracking the performance of the humanoid robot sector and has seen significant net inflows over the past two trading days, reflecting high market interest [1][3]