HONGRUN CONSTRUCTION(SZ:002062) Quan Jing Wang·2025-09-12 07:59Core Viewpoint - Hongrun Construction is strategically investing in humanoid robotics through a partnership with Matrix Superintelligence, aiming to capitalize on the emerging opportunities in the robotics market and enhance its multi-dimensional industrial chain involving construction, new energy, and technology [1][2][5]. Group 1: Strategic Investment and Partnerships - Hongrun Construction has engaged in a strategic investment in Matrix Superintelligence, a leading humanoid robotics company, and plans to establish a joint venture focused on the research, production, and commercialization of humanoid robots [1][2]. - The collaboration with Matrix Superintelligence is part of Hongrun Construction's broader strategy to explore the robotics sector, having previously invested in other robotics firms such as Jingzhi Technology and Hongsi Future [2][5]. Group 2: Market Potential and Industry Trends - The global robotics market is projected to grow from $47.8 billion in 2024 to $211.1 billion by 2034, with a compound annual growth rate (CAGR) of 16.6% [3]. - The robotics industry is undergoing significant transformation, evolving from simple execution devices to intelligent agents capable of environmental perception, autonomous decision-making, and collaborative operations [3]. Group 3: Product Development and Technological Advancements - Matrix Superintelligence has developed the Matrix-1 humanoid robot, which has already received orders and is positioned to compete with North American counterparts in terms of design and functionality [1][3]. - Jingzhi Technology has achieved a breakthrough with its "Black Panther II" quadruped robot, which runs at a speed of 10.4 meters per second, surpassing the previous world record [4]. - Hongsi Future focuses on AI education robots, integrating AI technology into educational practices to enhance technology literacy among youth [4]. Group 4: Systematic Layout and Future Directions - Hongrun Construction is establishing a systematic layout in the robotics sector, leveraging its resources in infrastructure and industrial experience to solidify its foundation for industry implementation [5][6]. - The company aims to continue exploring diverse applications of robotics technology, reinforcing its commitment to a multi-dimensional industrial chain that includes construction, new energy, and technology [5][6].