SIASUN(SZ:300024) Zheng Quan Ri Bao·2026-01-20 16:25Core Insights - The high-tech manufacturing sector in China is experiencing strong growth, particularly in the robotics field, with significant increases in the production of robot reducers, industrial robots, and service robots projected for 2025 [1] Industry Growth - By 2025, the production of robot reducers is expected to grow by 63.9%, industrial robots by 28.0%, and service robots by 16.1% [1] - The market size for reducers in China is predicted to reach 151 billion yuan by 2025, with harmonic reducers expected to sell 957,500 units and RV reducers 646,200 units [2] Company Strategies - Several listed companies are intensifying their focus on the robot reducer business, with innovation in core processes being a key strategy for success [3] - Companies like Giant Wheel Intelligent Equipment Co., Ltd. are increasing R&D efforts in humanoid robots to meet emerging demands [3] - Zhejiang Fengli Intelligent Technology Co., Ltd. is developing a series of reducers tailored for various robotic joints and has established partnerships with well-known automotive parts manufacturers [3] Market Trends - The humanoid robot sector is anticipated to create significant growth opportunities for the reducer industry, with a projected market increase of approximately 90.8 billion yuan by 2030 and a compound annual growth rate of 173% from 2025 to 2030 [2] - Companies are advised to innovate in materials and processes to build core technological barriers and to collaborate closely with robot manufacturers for synchronized development and customized supply [4]