SIASUN(SZ:300024) Zhong Guo Neng Yuan Wang·2025-12-31 01:42Core Insights - The establishment of the humanoid robot and embodied intelligence standardization technical committee by the Ministry of Industry and Information Technology (MIIT) is aimed at developing industry standards in key technology areas, components, systems, applications, and safety [1][2] - ByteDance plans to invest $23 billion in artificial intelligence, with a significant portion allocated for advanced semiconductor procurement to develop AI models and applications [1][3] Humanoid Robots - The formation of the standardization committee is expected to promote regulated development in the humanoid robot industry from a top-level design perspective, creating long-term investment opportunities [2] - Companies to focus on include core suppliers in the Tesla supply chain and those with strong positions, such as Feirongda, Longxi Co., Weiman Sealing, Hengli Hydraulic, and others [2][7] - Emphasis on identifying incremental segments with high certainty, including companies like Weiman Sealing, Longxi Co., and others [2] AI Infrastructure - ByteDance's investment plan indicates that AI infrastructure remains a key focus for major companies, with the related industry chain expected to continue expanding [3] - The gas turbine sector is highlighted as a beneficiary of AI data center power supply demands, with companies like Yingshu and Wanze being key players [3] - Liquid cooling is becoming a trend in data centers, with significant attention on high-value segments such as cooling units and integrated solutions [3][7] Industry Dynamics - Recent developments include the launch of a six-dimensional force sensor by Fourier and the upcoming CES showcase of ZWHAND by Zhaowei Electromechanical [4][5] - The MIIT is focusing on emerging industries, including integrated circuits and new materials, to foster growth [5] Investment Focus - Key investment targets include companies in the gas turbine and liquid cooling sectors, such as Yingshu, Wanze, and others [6][7] - The humanoid robot sector is also highlighted, with specific attention to components like joint modules, dexterous hands, and motors [7]