SIASUN(SZ:300024) Xin Lang Cai Jing·2025-10-18 07:44Core Insights - The 2025 Sustainable Global Leaders Conference was held in Shanghai from October 16 to 18, focusing on sustainable development and innovation in various industries [1] Company Insights - The company, Zhiyuan Robotics, has shipped around 1,000 units of its "Expedition" series robots this year, with expectations to reach several thousand units next year, making it the largest humanoid robot manufacturer globally, surpassing even Tesla's Optimus [3][4] - The revenue of Zhiyuan Robotics has reportedly increased significantly this year, potentially by more than ten times compared to last year, indicating exponential growth in the company's scale [4] - The company emphasizes the importance of producing affordable robots to bridge the "digital divide" in the AI era, ensuring that a wide range of consumers can access their products [3][5] Industry Insights - The humanoid robot industry is expected to be larger than the automotive industry, with no single company likely to dominate the market due to diverse consumer needs and applications [7] - The industry is characterized by a wide variety of demands, which allows for multiple companies to thrive, particularly those that can cater to specific regional or niche markets [7] - The development of humanoid robots is progressing rapidly, with significant advancements in mobility and interaction capabilities, although the ability to fully replace human labor remains a challenge [5][6]