SIASUN(SZ:300024) Cai Fu Zai Xian·2025-08-11 13:04Group 1 - The humanoid robot industry is rapidly developing and has become a focal point in the technology sector, with domestic manufacturers achieving order breakthroughs, indicating a gradual commercialization phase [1] - The upcoming major events in 2025, such as the World Artificial Intelligence Conference and the World Robot Conference, are expected to catalyze the sector further [1] - The industry has transitioned from thematic investment to industrial trend investment, driven by product releases from leading companies and advancements in AI models [1] Group 2 - The screw rod, a key component in humanoid robots, accounts for 19% of the robot's value and is characterized by high technical barriers and low domestic production rates [2][3] - The screw rod market is projected to maintain a growth rate of around 20% from 2025 to 2030, particularly for ball screws and planetary roller screws, due to advancements in technology and economic recovery [3] - Currently, high-end products in the screw rod market are dominated by foreign companies, with a significant opportunity for domestic manufacturers to increase their market share [4]