SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-18 09:39Group 1: Robotics Industry - Elon Musk announced plans for a technical review of Tesla's AI5 chip design and a meeting related to robotics [4] - The report highlighted the importance of dexterous hands in humanoid robots, which are crucial for precise operations and intelligent interactions, directly impacting the efficiency of the robot's "brain" [5] - The humanoid robot industry is expected to enter a sales growth phase by 2025, with prices gradually decreasing as the supply chain matures [10] Group 2: Company Performance - Wanxiang Qianchao (000559) experienced a significant stock increase, reaching a maximum gain of 10.03% on September 18 [7] - Longying Precision has secured multiple mass production orders for humanoid robot components, with stock rising by 27.67% [12] - Junsheng Electronics reported a stock increase of 43.22% over four days, driven by partnerships with leading clients in the humanoid robot sector [17][18] Group 3: Market Trends - The global photolithography equipment market is projected to reach $29.57 billion in 2024, reflecting a 9% year-on-year growth [21] - The market for optical communication systems (OCS) is expected to exceed $1.6 billion by 2029, with increased investments anticipated post-2025 [25] - The semiconductor tools sector is seeing growth, with companies like Chipbond Microelectronics experiencing a stock increase of 12.2% [22] Group 4: Emerging Technologies - The company Hengtong Optic-Electric showcased its advanced optical fiber technology, achieving international standards in loss performance, leading to a stock surge of 10% [26] - The development of diamond micro-drills for PCB processing is creating new opportunities in the humanoid robot field, with a reported 240% year-on-year increase in orders for related tools [19]