SIASUN(SZ:300024) Xin Lang Cai Jing·2025-10-13 08:56Core Insights - Figure AI, a humanoid robot startup, raised over $1 billion in Series C funding, achieving a valuation of $39 billion, making it one of the most valuable humanoid robot companies globally and setting a new record for single-round financing in the sector [1] - The influx of capital from major tech companies like Nvidia, Intel Capital, and LG signals strong market growth expectations for humanoid robots, which are seen as the ultimate convergence of artificial intelligence and the physical world [3][5] - The humanoid robot market is projected to grow significantly, with China's market expected to increase from 2.76 billion yuan in 2024 to 75 billion yuan by 2029 [5] Industry Trends - The capital surge indicates an impending industrial transformation, with significant financing already reported in the humanoid robot sector in the first half of 2025 [1][3] - The Chinese government is actively promoting the humanoid robot industry through various policies, recognizing it as a key area for future industrial development [8] Market Dynamics - The humanoid robot industry features a complex supply chain, with upstream components like actuators and sensors being crucial for performance, while downstream applications span various sectors including industrial, medical, and service industries [5][11] - The cost of humanoid robots is decreasing rapidly, with domestic companies achieving significant cost advantages in core components, which could facilitate mass production and market penetration [10][18] Investment Opportunities - Investors are encouraged to consider a diversified approach by investing in indices that include leading companies in the humanoid robot supply chain, rather than betting on individual brands [21][23] - The National Robot Industry Index, which includes 50 leading companies in the humanoid robot sector, has shown strong performance, nearly doubling in value over the past year [23][26] Future Outlook - The humanoid robot industry is entering a "golden development period" driven by policy support, technological breakthroughs, commercial viability, and capital investment, reminiscent of the pre-iPhone era in technology [10][19] - As global labor costs rise and demographic changes occur, the commercial value of humanoid robots is becoming increasingly apparent, positioning China as a key player in this industrial revolution [26]