SIASUN(SZ:300024) Qian Zhan Wang·2025-09-17 09:09Core Insights - The sanitation industry is undergoing a transformation due to technological advancements, particularly with the introduction of autonomous cleaning robots in cities like Shenzhen and Guangzhou [1][3]. Group 1: Industry Transformation - Autonomous cleaning robots are being deployed in Shenzhen, significantly improving efficiency; a task that previously required four workers for half a day can now be completed in two and a half hours [1]. - Guangzhou plans to increase the number of autonomous cleaning devices to 1,000 by 2026, while other cities are also incorporating such technology to address labor shortages and efficiency issues in the sanitation sector [3]. Group 2: Market Dynamics - The robot industry is one of the most dynamic and promising high-tech sectors, integrating various advanced technologies such as mechanical engineering, electronics, computer science, artificial intelligence, and control theory [3]. - The market for robots in China surpassed 130 billion yuan in 2023, with a compound annual growth rate of 19.46% over the past five years [3]. Group 3: Service Robot Segment - Service robots account for 45% of the total robot market, emerging as a key growth driver within the industry [5]. Group 4: Operational Benefits and Challenges - The rise of autonomous cleaning robots represents not just a labor replacement but an upgrade in urban service models, allowing workers to focus on higher-value tasks such as equipment maintenance and quality supervision [7]. - Despite the promising market outlook, the commercialization of autonomous cleaning robots faces challenges, including high deployment costs and long setup times due to reliance on specialized technical personnel [7].