SIASUN(SZ:300024) Xin Lang Cai Jing·2025-06-14 10:34Industry Dynamics - The Chinese government has launched a pilot policy for smart elderly care service robots, with a trial period from 2025 to 2027, requiring at least 200 home applications and 20 community or institutional applications for validation [1] - Estun's Codroid 02 humanoid robot was unveiled, featuring a height of 170 cm, weight of 70 kg, and a payload capacity of 5 kg, showcasing advancements in embodied intelligence technology [1] - Chinese researchers have developed a bionic dexterous hand that achieves human-level adaptive grasping, integrating high-resolution tactile sensing over 70% of its surface, enhancing its application potential in various fields [2] - Nvidia, Samsung, and SoftBank have invested in Skild AI, a robotics startup, raising its valuation to approximately 45 billion USD, with its dataset being 1000 times larger than competitors [2] - The "Jingchu 2" humanoid robot developed by Huazhong University of Science and Technology can stand for 4-6 hours and mimics human muscle function, improving energy efficiency [3] - The 2025 Smart Robot Development Conference in Nanjing showcased over 40 products from 29 companies, with a goal to exceed 10 billion RMB in core industry scale by 2027 [3] - The "Xingzhe 2" humanoid robot, developed by Zhongyu Intelligent Laboratory, was launched on JD.com, priced at 169,800 RMB and 249,800 RMB for its standard and flagship versions, respectively [4] - The first embodied intelligent robot 4S store will open in Beijing in August, featuring nearly 30 robot brands and providing comprehensive services [5] - Li Auto has established two new departments focused on "space robots" and "wearable robots" to accelerate its AI strategy [6] Company Announcements - Xiasha Precision has announced a stock incentive plan for 2025, granting 932,400 restricted stocks, with performance targets set for revenue growth of 20%, 40%, and 60% from 2024 [7] - Keda Li announced a joint venture to establish a subsidiary with investments from multiple companies, focusing on the future prospects of embodied intelligent robots [8] - Weichuang Electric has also announced a joint investment in a new company, with a focus on humanoid robots in intelligent logistics [9] Industry Ratings and Investment Strategy - The humanoid robot industry is expected to experience significant growth, with the recent pilot policy for smart elderly care robots and substantial investments in robotics companies indicating a promising market [10] - Companies with core component expertise and active involvement in humanoid robotics are recommended for investment consideration [10]