SIASUN(SZ:300024) Sou Hu Cai Jing·2025-07-15 12:35Group 1 - The humanoid robot technology is rapidly advancing towards full maturity, indicating the arrival of a new technological era [1] - On July 7, the Beijing Humanoid Robot Innovation Center launched an open-source motion control framework, filling a gap in the high-performance humanoid robot motion control framework in the open-source field [3] - The humanoid robot industry is experiencing heightened interest, with Zhiyuan Robotics and Yushu Technology winning a 124 million yuan order from China Mobile (Hangzhou) [3] Group 2 - The global humanoid robot market is expected to exceed 20 billion USD by 2030, with the Chinese market accounting for approximately 5 billion USD [3] - Goldman Sachs predicts that the humanoid robot market could reach 154 billion USD by 2035, indicating strong growth potential [3] - The industry is poised for a new wave of investment opportunities, particularly in companies collaborating with Huawei [4] Group 3 - Two potential stock companies have been identified for investment, with a focus on the second company, Zhenyu Technology, which has a net profit growth rate of 484.54% [4] - Zhenyu Technology is a leading enterprise in the lithium battery structural components sector, with advanced production capabilities and a strong technical foundation [4] - The first company is a leading player in the humanoid robot sector, specializing in rare earth permanent magnets, with a design capacity of 10,000 tons for neodymium-iron-boron [4] - The first company has established deep cooperation with Tesla and is a core supplier of magnetic materials for Huawei's consumer electronics [4] - The first company reported a net profit growth of 8724% in Q1 2025, with a market capitalization just over 10 billion yuan and a current stock price of 11 yuan [4]