SIASUN(SZ:300024) Sou Hu Cai Jing·2025-07-17 03:47Core Viewpoint - The humanoid robot sector has shown remarkable performance in the stock market, driven by strong policy support and technological advancements, leading to increased investor confidence and market activity [1][2]. Group 1: Humanoid Robot Sector Performance - The humanoid robot sector experienced a significant surge, with companies like Nanjing Julong hitting a 20% limit up, indicating strong market momentum [1]. - Other companies such as Zhongdali De, Dongshan Precision, and Taijing Technology also reached their limit up, showcasing a robust upward trend in stock prices [1]. - The overall sector saw a substantial increase in trading volume, reflecting heightened market interest and enthusiasm [1]. Group 2: Policy and Technological Support - Government policies encouraging the development of artificial intelligence and robotics have created a favorable environment for research, production, and application in the humanoid robot industry [1]. - Key technological breakthroughs in AI algorithms, sensor technology, and servo systems have enhanced the intelligence and precision of humanoid robots, expanding their application scenarios [1]. Group 3: Related Sectors Benefiting - The rise of the humanoid robot sector has positively impacted related sectors, particularly core component manufacturing, including reducers, sensors, and servo motors, leading to increased order volumes and potential revenue growth [2]. - The artificial intelligence sector is also expected to benefit, as humanoid robots require advanced AI technologies for environmental perception and decision-making, creating new business opportunities for AI companies [2]. - The materials science sector stands to gain from the demand for new lightweight, high-strength, and wear-resistant materials for robot components, as the market for humanoid robots expands [2]. - The industrial automation sector will experience new growth dynamics through enhanced human-machine collaboration on production lines due to the integration of humanoid robots [2].