SIASUN(SZ:300024) Qi Cha Cha·2025-12-30 07:42Group 1 - The robot concept is experiencing a surge, with over ten component stocks hitting the daily limit up, potentially linked to rumors about a forthcoming executive order from the Trump administration regarding robots and Tesla's Optimus project gaining traction in North America [1] - According to Zhongyuan Securities, the production of industrial robots in China is on the rise, with an expected output of 70,188 units by November 2025, reflecting a year-on-year growth of 20.6%, and a cumulative production of 673,800 units from January to November this year, marking a 29.2% increase [1] - The robot industry has been in a three-year adjustment phase since 2021, which is nearing its end, with production showing positive growth and accelerating trends, indicating a cyclical recovery in the industry [1] Group 2 - As of December 29, there are 1.058 million existing robot-related enterprises in China, with 39.11% located in the East China region, followed by 22.67% in South China, while other regions account for less than 10% each [4] - This year, over 270,000 robot-related enterprises have been registered, surpassing last year's total and showing a 39.54% increase compared to the same period in 2024 [7] - The newly registered robot-related enterprises this year are predominantly located in new first-tier and first-tier cities, accounting for 28.3% and 24.91% respectively [10]