SIASUN(SZ:300024) Xin Lang Cai Jing·2025-12-06 00:35Industry Highlights - On November 24, Zhiyuan Robotics launched the LinkSoul platform, allowing users to configure robots' voice, personality, behavior, and memory, creating unique intelligent companions [1] - On November 24, Anhui Zhongding Holdings' subsidiary was notified that its intelligent thermal system became a supplier for two domestic liquid cooling system integrators [1] - On November 25, UBTECH disclosed that it won a bid for the humanoid robot data collection and testing center and AI education demonstration project in Fangchenggang, Guangxi, with a bid amount of 264 million yuan, primarily featuring the Walker S2 product [1] - On November 28, UBTECH successfully won a bid for the humanoid robot data collection and training center project in Jiujiang, Jiangxi, with a bid amount of 143 million yuan [1] Capital Trends - Shenzhen Diedong Technology Co., Ltd. successfully completed a new round of capital increase, with Longsheng Technology increasing its strategic investment, now holding 9.23% of Diedong Technology's shares, marking a deeper collaboration in the robotics field [2] - BAIC Blue Valley announced that it received approval for a stock issuance to specific targets, aiming to raise no more than 6 billion yuan [2] Weekly Insights - Embodied intelligence is considered the strongest application of AI, with humanoid robots being a key direction. The ROBO+ track, representing electrification, is expected to reshape the entire automotive industry chain [3] - In terms of the main body, automotive manufacturers and 3C brand companies are gaining competitive advantages due to their understanding of demand scenarios and hardware supply chains, while companies like Huawei, ByteDance, and Xiaomi, which possess both brain and hardware iteration capabilities, are seen as having the most coherent business logic in humanoid robotics [3] - The Tesla supply chain is expected to quickly enter small-batch production, with a temporary halt followed by a restart; Zhiyuan's supply chain is undergoing changes due to the reconstruction of vertical business models; Huawei's supply chain focuses on the implementation of downstream vertical application scenarios [3]