Hong Kong stock concept tracking | 2025 China's Smart Siasun Robot & Automation Industry Conference is about to open, and the humanoid Siasun Robot & Automation welcomes intensive catalysis (with concept stocks)

From August 13th to August 15th, 2025, the China Siasun Robot & Automation Industry Conference and Exhibition will kick off at the Shanghai New International Expo Center, expected to attract 200+ exhibitors, 10,000+ attendees, and 20+ professional procurement teams, helping to connect the Siasun Robot & Automation industry chain, from raw materials, component suppliers, system integrators, simulation and testing to complete machine manufacturing, providing the industry with a comprehensive display of cutting-edge technology and solutions, in-depth industry exchanges, and a platform to promote resource docking. In addition, on August 8th, the 2025 World Siasun Robot & Automation Conference opened in Beijing. During the opening ceremony, Vice Minister of Industry and Information Technology, Xin Guobin, stated that over the past decade, the global Siasun Robot & Automation industry has achieved leapfrog development, showing three acceleration trends: First, the acceleration of intelligent levels. The deep application of new technologies such as artificial intelligence, digital twins, and biomimicry allows Siasun Robot & Automation to not only perceive the environment but also make autonomous or semi-autonomous optimization decisions in complex environments. It can achieve dexterous grasping, operation, and interaction close to humans, and engage in more natural, fluent, and deep semantic understanding human-machine dialogue, accelerating the transformation from tools to intelligence. Furthermore, the acceleration of application boundaries is expanding. Currently, Siasun Robot & Automation is integrating into people's production and life with unprecedented breadth and depth. Industrial Siasun Robot & Automation is evolving towards more intelligent and flexible, becoming the core engine of intelligent manufacturing. Service Siasun Robot & Automation deeply integrates into life, providing more precise and intimate smart services. Specialized Siasun Robot & Automation ventures into deep space, explores the deep sea, and rushes to dangerous situations, constantly reshaping the boundaries of human cognition and practice. Moreover, the acceleration of innovation elements is gathering. Innovation elements worldwide are accelerating towards the Siasun Robot & Automation field with an unprecedented momentum and convergence. Leading industries such as automobiles and home appliances are joining the research and development ranks of Siasun Robot & Automation. This wave of innovation is not only about technological iterations and upgrades but will also bring profound changes to productivity. According to Xin Guobin, in the first half of this year, China's Siasun Robot & Automation industry's operating income increased by 27.8% year-on-year, with industrial Siasun Robot & Automation and service Siasun Robot & Automation production increasing by 35.6% and 25.5% respectively compared to the previous year, maintaining its position as the world's largest industrial Siasun Robot & Automation application market for 12 consecutive years. On the same day, the world's first Siasun Robot & Automation 4S store, Robot Mall, officially opened in Beijing's Yizhuang. As an important initiative to connect the industry's "last mile" landing, the Siasun Robot & Automation 4S store will introduce the traditional automotive 4S store model (Sales, Spare parts, Service, Survey) into the Siasun Robot & Automation industry, integrating customized development, financial services, and Siasun Robot & Automation leasing services. The 4S store features seven counters, including humanoid Siasun Robot & Automation, home applications, health care applications, Siasun Robot & Automation demonstrations, and industry applications, with particular attention on humanoid Siasun Robot & Automation. In 2025, humanoid Siasun Robot & Automation will enter the year of mass production, and commercialization will accelerate. The UBTECH ROBOTICS Walker S series Siasun Robot & Automation plans to enter mass delivery in 2025, applying to industrial manufacturing (such as appearance inspection, logistics handling) and home services (care, companionship). Yushu plans to deliver over a thousand industrial-grade H1 Siasun Robot & Automation in 2025, applied in industrial manufacturing (high-precision tasks), cultural performances (dance performances), and special operations (explosion-proof Siasun Robot & Automation). Tesla plans to produce 10,000 Optimus units in 2025, gradually increasing capacity primarily for factory automation (deploy over 1000 units) and home services (future assistants). In addition, ZTECH Siasun Robot & Automation completed a new round of financing, Yushu Technology initiated IPO guidance, and the industry's financing pace has significantly accelerated. It is believed within the industry that the commercialization of humanoid Siasun Robot & Automation still requires technological breakthroughs, especially in the field of embodied intelligence, balancing high success rates with generality is key. According to GGII's prediction, the global humanoid Siasun Robot & Automation market size will exceed 20 billion US dollars by 2030, with the Chinese market reaching around 5 billion US dollars. Goldman Sachs is more optimistic, expecting the global humanoid Siasun Robot & Automation market size to reach 154 billion US dollars by 2035. In the next 10-20 years, the humanoid Siasun Robot & Automation market will maintain high-speed growth, with the market size expected to surpass billions of US dollars, becoming a significant engine driving the new technological revolution and future industrial transformation. Wanlian Securities stated that the mass production and large-scale application of humanoid Siasun Robot & Automation is on the horizon, with commercialization prospects. Price reduction is a key factor for the commercialization of humanoid Siasun Robot & Automation, and currently, costs remain a significant factor limiting the large-scale popularization of humanoid Siasun Robot & Automation. Over the long term, it is necessary to overcome cost bottlenecks. It is recommended to focus on companies that grasp core components technology and achieve low-cost mass production, as well as domestic component manufacturers that benefit from the large-scale application of humanoid Siasun Robot & Automation. Related concept stocks: UBTECH ROBOTICS (09880): In March of this year, UBTECH ROBOTICS jointly launched the 172cm full-size research and education humanoid Siasun Robot & Automation - Tian Gong Xing Zhe () with the Beijing humanoid Siasun Robot & Automation Innovation Center. As of now, Tian Gong Xing Zhe has received orders for hundreds of units. In addition to UBTECH ROBOTICS' industrial humanoid Siasun Robot & Automation Walker S1, Walker S2, and commercial humanoid Siasun Robot & Automation Walker C, it is expected that this year alone, the delivery of Tian Gong Xing Zhe humanoid Siasun Robot & Automation in the research and education field will exceed 300 units. The company is actively building production lines and expanding capacity to meet the high demand for humanoid Siasun Robot & Automation in both domestic and international markets. HORIZONROBOT-W (09660): In mid-July, Dahua Securities released a research report predicting a compound annual growth rate of sales of 57.5% from 2025 to 2027 and expects the company to achieve break-even in 2028. Dahua initiated coverage on the stock with a "buy" rating, based on an enterprise value to sales ratio of 10.1 times in 2027, with a target price of 7.45 Hong Kong dollars. ROBOSENSE (02498): ROBOSENSE presented its new category of Active Camera platform at the 2025 World Siasun Robot & Automation Conference. Public data shows that ROBOSENSE is the world's leading enterprise in market share for lidar, currently providing core components and solutions to over 310 global automotive OEMs and first-tier suppliers.