SIASUN(300024) Xin Lang Cai Jing·2025-06-05 10:41Market Performance - The Guoxin Humanoid Robot Index declined by 3.88% during the week of May 26-30, underperforming the CSI 300 Index by 2.79 percentage points and the Shanghai Composite Index by 3.85 percentage points, with a year-to-date increase of 8.4% [1] - Notable declines in individual stocks include Top Group down 3.95%, Sanhua Intelligent Control down 4.58%, and Zhongding Sealing down 5.6%, while Beite Technology increased by 2.99% [1] Industry Dynamics - Elon Musk announced that the Optimus humanoid robot is expected to walk on Mars by 2027 [2] - Various companies, including Tesla and Xiaoma Zhixing, are releasing plans related to Robotaxi [2] - Honor is entering the humanoid robot sector, and a joint laboratory is being established between Zhujie Power and the Guangdong Embodied Intelligent Robot Innovation Center [2] - The establishment of the Embodied Intelligence Data Alliance and the launch of new products, such as the TrackVLA navigation model by Galaxy General, indicate advancements in the industry [2] - Several companies have completed significant financing rounds, including Digua Robotics with $100 million in Series A funding [2] Core Viewpoint - The production rhythm of Tesla's humanoid robot Optimus is becoming clearer, with ongoing developments from major players in the industry, suggesting that the humanoid robot sector may accelerate its implementation [3] - The year 2025 is anticipated to be a pivotal point for industry growth, presenting opportunities for industrial upgrades [3] Investment Recommendations - Recommended companies in the assembly segment include Top Group and Sanhua Intelligent Control [3] - In the reducer segment, Double Ring Transmission, Precision Forging Technology, and Zhongding Sealing are highlighted [3] - For the sensor segment, Lingyun shares are recommended, along with other related companies such as Silver Wheel Technology and Junsheng Electronics [3]