SIASUN(SZ:300024) Sou Hu Cai Jing·2025-10-09 01:39Core Insights - The humanoid robot market in China is projected to reach 5.3 billion yuan by 2025 and exceed 38.7 billion yuan by 2028, with a compound annual growth rate (CAGR) of over 60% [1] - Huawei's HarmonyOS has become the third-largest mobile operating system globally, with over 1.19 billion devices and 7.2 million developers, facilitating the integration of robotics technology [1] Company Summaries - Junsun Electronics: Positioned as a "Tier 1" supplier in automotive and robotics, Junsun is transferring its sensor and AI technology to humanoid robots. It has secured over 1 billion yuan in smart driving orders for the first half of 2025 [4] - Midea Group: Entered the industrial robot sector through the acquisition of KUKA and focuses on home service robots integrated with HarmonyOS for multi-device collaboration [5][6] - Zhiwei Intelligent: Specializes in edge computing for robots, achieving a 35% revenue growth in edge computing devices, with 20% of orders related to robotics [8] - Tuobang Co., Ltd.: Holds over 30% market share in service robot motion control modules, with a 42% revenue increase in robot controllers in the first half of 2025 [9] - Shengtong Co., Ltd.: Launched a programming teaching robot compatible with HarmonyOS, expanding into 3,000 schools and achieving a gross margin of 35% in its tech education business [10][12] - Zhongke Chuangda: Developed the ROS2.0 system for multi-robot collaboration, with a 51% revenue increase in its robotics business in the first half of 2025 [11][12] - Pingzhi Information: Innovates with a "vehicle-road collaboration + robot" solution, with a 67% increase in 5G robot orders projected for 2025 [13][15] - Softcom Power: Acts as a core software supplier for the Harmony ecosystem, with a 45% revenue growth in software services and 15% of orders related to robotics [16][18]