SIASUN(SZ:300024) Zhong Guo Jing Ying Bao·2025-09-18 22:37Core Insights - The AI and robotics industry in China is experiencing rapid development, with significant breakthroughs and advancements among key enterprises, driven by AI's influence on the industrial chain [1][2] - Domestic companies are actively working to close the technology gap with international counterparts through collaborative research and continuous innovation [2][10] AI Computing Foundation Breakthroughs - Companies like Haiguang Information, Baiwei Storage, and Gai Lun Electronics are providing critical support for China's AI development across various domains, including chip design and storage [3][4] - Haiguang Information has successfully commercialized multiple generations of products, widely applied in key industries such as finance and education, and is transitioning from a "compute-centric" to an "AI-enhanced" model [3][4] - Baiwei Storage is focusing on semiconductor storage, with projected AI-related revenue exceeding 1 billion yuan in 2024, and is expanding into emerging fields like AI wearables and smart vehicles [4][10] Robotics and Application Innovations - Companies like Green Harmonic, Efort, and Buke are involved in the entire robotics value chain, from core components to system integration, while Yuanchen Technology focuses on AI applications in environmental management [6][7] - Green Harmonic has achieved a significant market share in harmonic reducers, breaking Japan's monopoly and expanding into new areas such as mechatronic transmission and electric-hydraulic applications [6][7] - Efort is advancing its core technologies and collaborating with customers and universities to drive innovation in robotics, with plans to establish an independent AI technology company [7][16] Challenges and Strategies in Technology Gap - Despite advancements, there remains a notable gap in technology, scale, and ecosystem collaboration between domestic and international players, particularly in the AI computing foundation and robotics sectors [10][12] - Domestic storage companies face challenges in brand trust and scale, with less than 10% market share in China and under 5% globally, but are optimistic about capturing new opportunities in AI applications [10][11] - The EDA sector is also experiencing growth, with companies like Gai Lun Electronics focusing on enhancing their technical capabilities and collaborating with leading firms to drive innovation [12][15] Long-term Vision and Development Paths - Companies are adopting dual strategies of internal optimization and external collaboration to accelerate technological advancements and market presence [11][13] - Baiwei Storage aims for breakthroughs in technology and scale by 2028, focusing on AI applications and maintaining a high growth rate in revenue and R&D investment [12][13] - The robotics sector is addressing the challenge of balancing short-term demands with long-term technological barriers, emphasizing the need for deep understanding of robotics and intelligent systems [17][18]