SIASUN(SZ:300024) Zheng Quan Ri Bao·2025-08-13 00:32Core Insights - The collaboration between Zhiyuan Innovation (Shanghai) Technology Co., Ltd. and Fulian Precision Engineering Co., Ltd. marks the first large-scale commercial order of embodied robots in the industrial sector in China, with nearly 100 units of the Yuanxing A2-W being deployed [1] - The year 2025 is anticipated to be a pivotal year for the mass production of embodied intelligent robots, with industrial applications being the first breakthrough for large-scale commercialization [1][2] - The rapid expansion of application scenarios for embodied intelligent robots lays a solid foundation for their large-scale use in the industrial sector [3] Industry Overview - Embodied intelligent robots possess capabilities such as environmental perception, autonomous decision-making, and flexible execution, making them suitable for unstructured environments, which represents the future direction of robotic technology [2] - The Yuanxing A2-W is designed for flexible manufacturing scenarios, featuring 40 active degrees of freedom and humanoid dexterous hands, applicable in various tasks such as palletizing and material handling [2] - The market for embodied intelligence in China reached 864.7 billion yuan in 2024, with a year-on-year growth of 65%, and is expected to exceed 973.1 billion yuan in 2025, potentially reaching 4 trillion yuan by 2030 [4] Investment and Financing - In the first half of 2025, the domestic embodied intelligence industry chain experienced 144 financing events, totaling 19.5 billion yuan, with an average single financing amount of 135 million yuan [3] - Recent financing cases, such as the over 100 million USD raised by Xinghai Tu Artificial Intelligence Technology Co., Ltd., indicate strong confidence from top venture capital firms in the commercialization of embodied intelligence [3] Opportunities for Companies - The industry is witnessing a surge in interest and opportunities for listed companies in the embodied intelligence sector, driven by favorable policies and technological breakthroughs [5] - Companies like Tianqi Automation Engineering Co., Ltd. and Zhejiang Zhucheng Technology Co., Ltd. are actively engaging in collaborations and strategic partnerships to explore solutions for embodied intelligent robots in various manufacturing scenarios [6] - Industry experts emphasize the need for companies to focus on technological research and development, addressing core technical challenges, and exploring market demands to expand application areas [6]