SIASUN(SZ:300024) Xin Lang Cai Jing·2026-01-15 08:18Core Viewpoint - The "2025 Technology Wind List" annual event highlighted the commercialization timeline for humanoid robots, with industry leaders discussing the expected production capacity and revenue generation in the coming years [1][4]. Group 1: Industry Insights - Zhao Tongyang, CEO of Zhongqing Robotics, stated that achieving a production capacity of over 100,000 humanoid robots will require at least three to five years, projecting this milestone around 2030 [1][4]. - The emphasis was placed on the importance of individual companies accelerating industry development, suggesting that collective efforts could potentially shorten the timeline to five years [1][4]. - Zhao reflected on his initial expectations, noting that he believed he could finalize robot development in six months, but it took nearly ten years to reach a satisfactory level, underscoring the challenges in the robotics field [1][4]. Group 2: Financial Outlook - Despite the lengthy timeline for large-scale production, Zhao expressed confidence that the revenue generated within the next five years would allow many companies to achieve positive cash flow, which he deemed reasonable [1][4].