Recodeal(SH:688800) Xin Hua Cai Jing·2025-08-01 10:40Group 1 - The 2025 World Artificial Intelligence Conference recently concluded, showcasing over 800 companies and more than 40 large models, 50 AI terminals, 60 intelligent robots, and 80 significant new products [1] - The conference theme "Intelligent Era, Common Prosperity" highlighted the event as a global benchmark in the AI field, featuring a strong presence of leading tech companies and AI startups [1] - The robot exhibition area attracted significant attention, with humanoid robots demonstrating their practical applications, including performances by Tesla and Yushutech [1] Group 2 - The global humanoid robot market is projected to grow from $2.16 billion in 2023 to $20.6 billion by 2029, with a compound annual growth rate (CAGR) of 57% [2] - The stock of Ruikeda, a company involved in humanoid robots, surged by 29.13% this week, reflecting strong market sentiment driven by technological advancements [2] - Ruikeda's financial forecast indicates a net profit of between 151 million to 171 million yuan for the first half of 2025, representing a year-on-year increase of 132.44% to 163.22% [2] Group 3 - Ruikeda has been expanding its overseas production capabilities, with factories in the U.S. and Mexico contributing to revenue growth, and the U.S. factory has already become profitable [3] - The company aims to increase its overseas business revenue from over 20% of total sales to around 50% by 2030 [3] - The recent performance of the Xinhua Manufacturing and Electric New Export Indices indicates a positive trend, with significant gains in related stocks driven by the AI computing power industry [3][4]