SIASUN(SZ:300024) Sou Hu Cai Jing·2025-06-18 06:50Industry Overview - The domestic nuclear power humanoid robot industry is accelerating its development, with significant support from national and local policies aimed at integrating humanoid robots into the nuclear power sector [3][4] - The first humanoid robot specifically designed for the nuclear industry has been successfully deployed, enhancing operational efficiency and safety in extreme environments [3][4] Technology and Applications - Nuclear humanoid robots are designed to withstand high radiation and perform various functions such as inspection, maintenance, and emergency response, significantly improving operational efficiency [3][4] - The robots are equipped with advanced sensors and algorithms, allowing them to perform tasks like corrosion detection, real-time monitoring in high-radiation areas, and dynamic environmental sensing [6] Market Dynamics - The nuclear humanoid robot industry encompasses upstream raw material supply, midstream production, and downstream applications, with a broad market potential driven by the expansion of the nuclear industry and increasing demand for spent fuel management [4][5] - Several listed companies are actively investing in the nuclear humanoid robot sector, including Jingye Intelligent, Shenhao Technology, and Shanghai Electric, indicating a competitive landscape [4][5] Application Scenarios - Humanoid robots are utilized in various scenarios, including routine maintenance, radiation monitoring, and the delivery of special materials, thereby supporting the advancement of nuclear-related operations [5][6] - The deployment of quadruped robot clusters is becoming crucial for security systems, capable of providing all-weather surveillance in sensitive areas [7] Future Outlook - The "14th Five-Year Plan" is expected to identify new growth points for the nuclear humanoid robot industry, with a focus on technological development and market expansion from 2024 to 2030 [12][13]