SIASUN(SZ:300024) Yang Shi Xin Wen·2025-08-08 01:09Industry Overview - The robot industry in China has experienced significant growth this year, with continuous breakthroughs in technology and intelligence levels, as well as an expansion of application scenarios and accelerated industrial upgrades [1] Product Development - The newly launched housekeeping robot "Photon" has received numerous orders, showcasing its capabilities in various tasks such as serving coffee, cleaning, and engaging in conversation [3] - "Photon" is being trained in a facility equipped with multiple real-world application scenarios, utilizing data collection robots to record its movements, errors, and execution rhythms for further training [3] Technological Advancements - Practical application testing across various regions is driving innovation in robot technology, with over 50 application testing scenarios established nationwide [5] - The robot's ability to navigate complex outdoor environments, including climbing and descending slopes, has improved, with the robot capable of self-righting within 0.5 seconds after a fall [5] - Significant improvements in the stability and flexibility of robots have been observed, reflecting China's overall technological strength [6] Market Growth - In the first half of this year, the production of industrial robots and service robots increased by 35.6% and 25.5% year-on-year, respectively [8] - There are now over 930,000 robot-related companies in China, with more than 100,000 new companies added in the first half of this year, representing a growth of approximately 45% compared to the same period in 2024 [8]