SIASUN(SZ:300024) Xin Jing Bao·2026-01-29 01:13Core Viewpoint - The participation of humanoid robot companies in the Spring Festival Gala signifies the arrival of the robot era, with significant implications for brand recognition and market expectations in the investment landscape [1][8]. Group 1: Industry Trends - The Spring Festival Gala has evolved into a major platform for robot companies to showcase their technologies and products, acting as a pre-IPO "super roadshow" [2][6]. - The collective appearance of these companies indicates a growing maturity in robot technology and a diversification of narratives, as each company aims to tell its unique story [2][3]. Group 2: Company Highlights - Magic Atom, a newcomer in the robot lineup, positions its humanoid robots as "warm life partners" and emphasizes the integration of technology and humanity [3][4]. - Galaxy General focuses on showcasing its "embodied large model" technology, highlighting the robots' decision-making capabilities and real-world applications, moving beyond basic performances [4][5]. - Yushu Technology, a veteran of the Spring Festival Gala, aims to further demonstrate its capabilities in motion control and large-scale manufacturing, with over 5,500 humanoid robots shipped by 2025 [5][10]. Group 3: Capital Market Implications - The participation of these companies in the Spring Festival Gala is expected to catalyze interest in related stocks in both primary and secondary markets, similar to the previous year's impact from Yushu's performance [9][10]. - Yushu has completed 10 rounds of financing, with a valuation reaching 12 billion yuan, positioning it as a potential leader in the humanoid robot sector [10][11]. - Galaxy General has raised over $300 million in its latest funding round, with a valuation exceeding $3 billion, indicating strong investor confidence [10][11]. - Magic Atom has completed two rounds of financing, with a current valuation of approximately 3.5 billion yuan, and is accelerating its IPO process [11].