SIASUN(SZ:300024) Di Yi Cai Jing·2025-09-02 07:57Group 1 - The core point of the article is the strategic cooperation between Stardust Intelligent (Shenzhen) Co., Ltd. and Shanghai Xiangong Intelligent Technology Co., Ltd. to fulfill a large-scale order of 1,000 humanoid robots over the next two years, focusing on industrial, manufacturing, warehousing, and logistics applications [3][4] - The order represents a significant milestone in the robotics industry, as achieving a scale of 1,000 units is rare and indicates a growing trend towards commercial orders in the sector [3] - The collaboration aims to leverage the strengths of both companies, with Stardust focusing on AI robot platform development and Xiangong specializing in controller systems, thus creating a comprehensive AI robot platform [3][4] Group 2 - The initial deployment scenarios for the order will primarily target industrial, manufacturing, warehousing, and logistics, with potential future expansion into sectors like 3C, automotive, and automation equipment [4] - The robotics industry is experiencing a peak in development, with active financing in the primary market and diverse technological breakthroughs, indicating a shift from demo scenarios to actual customer trials for humanoid robots in logistics [5] - Stardust's rope-driven technology, while not new, faces engineering challenges such as friction loss and control algorithm complexity, which the company aims to address through advanced modeling techniques and optimization of manufacturing processes [4]