SIASUN(SZ:300024) Zhong Guo Neng Yuan Wang·2025-08-06 05:45Core Viewpoints - The mechanical equipment industry is experiencing significant developments in humanoid robotics, with strategic partnerships and government initiatives aimed at advancing technology and applications [2][3] - The establishment of a 10 billion yuan mother fund in Hubei focuses on core technologies and applications in humanoid robotics, indicating strong governmental support for the sector [2] - The opening of the first intercity long-haul drone logistics route in the Guangdong-Hong Kong-Macao Greater Bay Area marks a significant step in the low-altitude economy [2] Industry Dynamics - On July 27, Liying Intelligent Manufacturing and Qiangnao Technology reached a strategic cooperation focusing on dexterous hands and other hardware areas [2] - Tencent, in collaboration with Futian Laboratory, launched the Tairos open platform to develop robotic "titanium screws" [2] - The State Council meeting on July 31 emphasized the promotion of large-scale commercial applications of artificial intelligence, which will benefit the humanoid robotics sector [3] Company Developments - On July 30, Zhujidi Power released its fully self-developed full-size humanoid robot LimX Oli [2] - On July 30, Jizhijia established a wholly-owned subsidiary to focus on embodied intelligence [2] - On August 1, Hengbo Co., Ltd. and DMI set up a joint venture to focus on the application of modified materials across multiple fields [2] Important Upcoming Events - The 2025 World Robot Conference will be held from August 8 to 12 at the Beijing Economic and Technological Development Zone [2] Investment Insights - In humanoid robotics, companies with strong positions in the supply chain and those involved in key components such as joint modules, dexterous hands, and reducers are highlighted for investment opportunities [5][6] - The AI infrastructure sector is expected to see continued capital expenditure growth driven by demand, with specific companies identified for potential investment [6] - The low-altitude economy is rapidly advancing, with a focus on core components and systems, indicating investment potential in related companies [7]