SIASUN(SZ:300024) 智通财经网·2025-05-28 06:03Group 1 - The International Robot Skills Competition will be held in Shanghai on May 29, focusing on the theme "Labor is Most Glorious" and aims to promote high-quality development in the Shanghai robotics industry [1] - The competition is expected to activate new momentum for the robotics industry by gathering top experts and companies, focusing on technology implementation and ecosystem construction [1] - The G1 robot demonstrated strong balance and fluid motion in combat competitions, with advancements in motion control models and simulation data training expected to accelerate commercialization [1] Group 2 - The humanoid robot industry has entered its third phase, showing preliminary intelligence and interaction capabilities, with a clear long-term trend of "machines replacing humans" [2] - Tesla's release of the Optimus robot is driving cost reduction and acceleration in the industry, utilizing bionic joint design and hollow cup motor technology, benefiting core component manufacturers [2] Group 3 - DCH Holdings (00179) has strong technical integration capabilities in brushless DC motors and metal processing, entering the humanoid robot industry to unlock new growth opportunities [3] - SUTENG (02498) expects to sell approximately 544,000 laser radars in 2024, a significant increase of 109.6% year-on-year, maintaining a leading market share of 26% globally [3] - YUEJIANG (02432) is a leading collaborative robot company, with plans to release humanoid robot products, benefiting from technological advancements and rising labor costs [3] Group 4 - TSUGAMI (01651) is positioned to benefit from the demand for machine tools in humanoid robot mass production, with an estimated incremental space of 23.543 billion yuan for producing 1 million units [4] - The company has reached an agreement to acquire land for a new production facility to meet the growing demand for high-precision machine tools in the automotive and humanoid robot sectors [4]