SIASUN(SZ:300024) Zheng Quan Shi Bao·2025-08-16 04:48Core Viewpoint - Zhiyuan Robotics is set to launch its full range of products on August 18, including three robots and one robotic dog, marking a significant step in the company's market presence [2]. Group 1: Product Launch and Market Impact - Zhiyuan Robotics will release its entire series of products on August 18, including two models from the Expedition series, three from the Lingxi series, and one from the Spirit series [2]. - The company has recently introduced the Genie Envisioner (GE) platform, which represents a shift in robotic technology from passive execution to an active model of "imagine-verify-act" [4]. - Zhiyuan Robotics has secured significant orders, including a multi-million yuan contract with Fulian Precision for nearly 100 Expedition A2-W robots, marking a milestone in the industrial sector for embodied robots [4]. Group 2: Stock Market Reactions - Following Zhiyuan Robotics' activities, stocks such as Upwind New Materials and Yuhua Tian have seen substantial increases, with Upwind New Materials experiencing a rise of over 1300% after Zhiyuan acquired a controlling stake [4]. - Yuhua Tian's stock surged by over 57% in just three trading days due to its minor stake in Zhiyuan Robotics' subsidiary [6]. Group 3: Industry Outlook - The humanoid robot industry is projected to have a vast market potential, with estimates suggesting that there could be 20 billion humanoid robots in active use globally, surpassing the automotive market [8]. - China has maintained its position as the largest industrial robot market for 11 consecutive years, with over 190,000 effective patents in robotics, accounting for about two-thirds of the global total [8]. - The market for humanoid robots in China is expected to grow to approximately 400 billion yuan during the 14th Five-Year Plan period, solidifying its leading global position [8]. Group 4: Investment and Partnerships - Several listed companies, including Longqi Technology, Wolong Electric Drive, and TCL Technology, have invested in Zhiyuan Robotics, indicating strong interest in the embodied robotics sector [9][10]. - Strategic partnerships have been formed with companies like Dafeng Industrial and Haosen Intelligent, with Dafeng holding an 85% stake in a joint venture with Zhiyuan Robotics [10]. - Suppliers such as Lens Technology and Jiangsu Leili have been recognized as excellent partners, with multiple companies indicating their role in supplying Zhiyuan Robotics [11].