SIASUN(SZ:300024) Xin Lang Cai Jing·2025-07-07 06:34Market Overview - The robotics index underperformed the market this week, with the Zhongzheng Science and Technology Innovation Robotics Index declining by 2.1%, lagging behind the Shanghai Composite Index by 3.5 percentage points, the CSI 300 Index by 3.7 percentage points, and the ChiNext Index by 3.6 percentage points [1] Investment Developments - A 10 billion yuan humanoid robot industry investment fund has been successfully established in Hubei Province, marking the first fund set up under the new government guidance fund system. The fund aims to invest in core areas of humanoid robots and artificial intelligence, focusing on key enterprises and technology-driven companies in Hubei [1] Company News - Junpu Intelligent has secured a bulk order for humanoid robots, signing a framework contract worth approximately 28.25 million yuan for 50 units, with an average price of 565,000 yuan per unit. This marks the company's first significant order in this segment [2] - Boke has launched its fourth-generation frameless torque motor and hollow actuator, which are designed for use in intelligent products. The new products enhance performance and reliability while reducing overall costs for customers [3] - ByteDance has produced over 1,000 robots, achieving a production target of 200 units in 2023, with a subsequent growth rate exceeding 100%. The robots are primarily used for logistics in warehouses and production lines [4] - Xunqiang's humanoid robot successfully performed remote cooking tasks, demonstrating advanced precision and control capabilities over a distance of 1,800 kilometers [5] - The Suzhou Comprehensive Innovation Center for Embodied Intelligent Robots has been officially opened, providing a training space for over 200 robots and supporting various training needs in the region [6][7] Financing Activities - Zhejiang Yifei Intelligent Technology Co., Ltd. has submitted a prospectus to the Hong Kong Stock Exchange, aiming to become the first publicly listed company in the light industrial robotics sector. The funds raised will be used for technology development and production capacity expansion [7] Related Companies - Key companies involved in the humanoid robot hardware sector include Best (300580), Wuzhou New Spring (603667), and others across various components such as actuators, sensors, and motors [8]