SIASUN(SZ:300024) Zheng Quan Shi Bao·2025-12-04 00:32Group 1 - The humanoid robot industry is experiencing significant positive developments, with leading companies actively engaging in technology research and commercialization, marking a critical transition phase [1][2] - Major humanoid robot companies are launching new products, such as Tesla's Optimus robot, Zhongqing Robot's T800, and Atom One by Atonomous, indicating a surge in innovation and product availability [2] - The humanoid robot supply chain in China has established a comprehensive layout, with several A-share listed companies entering the mass supply phase, suggesting a robust growth trajectory for the industry [3] Group 2 - The global humanoid robot market is projected to reach approximately $1.017 billion in 2024, with an expected growth to $15 billion by 2030, reflecting a compound annual growth rate (CAGR) of over 56% [3] - The Chinese market is anticipated to grow to 38 billion RMB by 2030, capturing 44.77% of the global market share, highlighting the vast potential for industry expansion [3] - Among humanoid robot concept stocks, 36 companies have seen their stock prices decline by over 20% from their yearly highs, indicating potential undervaluation in the market [4] Group 3 - Among the humanoid robot concept stocks, five companies have a rolling price-to-earnings (P/E) ratio below 30, suggesting they may be undervalued compared to their peers [4] - Zhongding Company has the lowest rolling P/E ratio at 18.18, and it has completed its industrial layout in key components such as joint assemblies and sensors, positioning itself well for future growth [5]