SIASUN(SZ:300024) Xin Lang Cai Jing·2025-06-25 06:39Group 1 - The humanoid robot industry is transitioning from a growth phase to an explosive growth phase, with disruptive innovations expected to drive global stock market growth by three times by 2030, with a projected annual growth rate of 42% [1] - The Hangzhou government is providing significant support for the humanoid robot industry through various policies, including subsidies for R&D, incentives for enterprise establishment, production expansion support, and collaborative industry chain initiatives [1] Group 2 - Current humanoid robots face significant challenges in battery life, with multiple manufacturers exploring solutions such as lightweight PEEK materials, tendon-driven technology, and high-performance batteries to improve energy efficiency and extend operational time [2] - The exhibition showcased a variety of dexterous hand manufacturers, indicating a growing diversity in product offerings, with a focus on independent large models rather than edge models, highlighting the high barriers to entry in this segment [3] Group 3 - Investment recommendations include focusing on lightweight solutions with companies like Weike Technology and Hengbo Co., dexterous hand solutions with companies like Dechang Motor Holdings and Zhejiang Rongtai, and mainframe and module manufacturers such as Hengli Hydraulic and Zhenyu Technology [3]