SIASUN(SZ:300024) Zhong Guo Neng Yuan Wang·2025-08-21 01:24Core Insights - The first humanoid robot sports event will open on August 14, 2025, showcasing the rapid development of humanoid robots in various scenarios such as factories, hospitals, and hotels [1][4]. Industry Dynamics - On August 11, Xinhai Technology released the dual-system VLA model G0; Zhiyuan Robotics received a multi-million order from Fulian Precision; 1X Robotics demonstrated a 45-pound load capacity; Figure02 achieved breakthroughs in clothing folding; and Star Era indicated that robots could reach 90% efficiency in certain scenarios by next year [2]. - On August 14, Zhiyuan launched the industry's first open-source platform for robot world models, Genie Envisioner [2]. - On August 15, Yushu Technology's subsidiary won the 1500-meter championship at the World Robot Sports Competition [2]. Government News - On August 11, Hangzhou proposed legislation to promote the development of the humanoid robot industry and is seeking public opinion [3]. Company Developments - On August 11, Zhiyuan strategically invested in Yushu Intelligent; on August 12, Songlin Technology partnered with Wuxin Elderly Care for a thousand-unit robot order; and on August 13, Rongtai Health collaborated with Meituan to focus on "robot massage" [3]. Important Upcoming Events - Zhiyuan's full product line will be available for sale on August 18, 2025, on Zhiyuan Mall and JD Mall; the Zhiyuan Supplier Conference is scheduled for August 21, 2025 [3]. Hot Event Commentary - The humanoid robot sports event is expected to highlight the technological advancements in intelligent decision-making and motion collaboration, indicating a positive outlook for the domestic robot industry [4]. Key Focus Areas - The report emphasizes the importance of selecting suppliers with strong capabilities in the humanoid robot sector, focusing on components such as joint modules, dexterous hands, reducers, and sensors [5]. - AI infrastructure is projected to benefit from continued growth, with a focus on companies involved in AI server power density improvements [5]. - The low-altitude economy is advancing rapidly, with a national low-altitude traffic project initiated to standardize air traffic management [6].