SIASUN(SZ:300024) Zhi Tong Cai Jing·2025-07-17 08:16Group 1 - The human-shaped robot industry is experiencing a significant turning point and transformation opportunity due to substantial investments and resources from domestic and international giants, driven by funding and policy support [1] - The 2025 government work report highlights embodied intelligence as a key focus for future industry cultivation, marking it as an important lever for upgrading China's manufacturing sector [1] Group 2 - The cost of using human-shaped robots in factory warehousing and home services is significantly lower than labor costs, providing higher stability and economic benefits [2] - Major companies are unveiling mass production plans, with Tesla's Optimus aiming for 50,000 units by May 2026 and 500,000 to 1 million units by 2029, while Figure AI has launched its first automated production line with an annual capacity of 12,000 units [2] - The global production capacity of human-shaped robots is expected to reach at least 1 million units by 2029, with a market size projected to reach 150 billion yuan [2] Group 3 - Core mechanical components are crucial for the performance and functionality of human-shaped robots, directly affecting motion precision, load capacity, flexibility, and overall reliability [3] - The market demand for core mechanical components, such as joint modules, reducers, dexterous hands, and sensors, is expected to see significant growth in the context of the expanding human-shaped robot market [3]