SIASUN(SZ:300024) Yang Shi Wang·2025-07-03 08:14Core Insights - Shenzhen, known as the "City of Innovation," has rapidly developed its robotics industry, housing over 1,000 related companies and forming a complete industrial chain [1][14] - The city is witnessing a variety of advanced robots, including those capable of calligraphy and coffee art, showcasing the integration of AI technology [4][6] - The robotics sector in Shenzhen is characterized by a unique approach called "laying eggs along the way," where companies quickly bring products to market upon achieving small breakthroughs [12] Industry Development - The robotics industry in Shenzhen has seen significant advancements, with products like humanoid robots being delivered globally and utilized in various sectors such as automotive manufacturing and logistics [8] - The ecosystem in Shenzhen promotes rapid product iteration and upgrades, driven by a complete industrial ecosystem that supports innovation [9] - The city has implemented supportive measures for the robotics industry, including issuing nearly 200 million yuan in training vouchers to around 40 companies and providing 100 application scenarios for practical experience [19] Technological Advancements - The integration of domestic high-precision positioning chips in products like lawn-mowing robots reflects the maturity of China's chip industry and the push for localization in core components [16] - The presence of a diverse range of robotics companies in Shenzhen facilitates collaboration and quick access to partners across the supply chain, enhancing operational efficiency [17] Market Expansion - Shenzhen's robotics products are not only thriving domestically but are also making their way into international markets, indicating a growing global presence [14] - The city is becoming a hub for various robotic applications, with robots performing tasks such as delivery, factory inspections, and street cleaning, showcasing the practical deployment of robotics in everyday life [22]