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Xianglou New Materials: Report for the first quarter of 2025
Xianglou New Materials (301160.SZ) announced its first quarter performance, with a net income of 52.2512 million yuan, an increase of 3.14%.
Xianglou New Materials (301160.SZ) released its first quarter report for 2025, with revenue of 3.32...
Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Zhongtai Securities: Multiple resonances from policy, industry, and technology will usher in the era of mass production of Siasun Robot&Automation in 2025.
Zhongtai released a Research Reports stating that in terms of policy, "embodied intelligence" has been included in the government work report for the first time, with a high level of importance placed on the strategic level.
Xianglou New Material (301160.SZ): A portion of the production at the Anhui factory in the second half of the year will be used for Bearing materials.
On April 16, Gelonghui reported that Xianglou New Materials (301160.SZ) mentioned in a recent investor relations activity that the Anhui factory will allocate a portion of its production to Bearing materials in the second half of the year. The equipment for Bearing materials includes cold rolling equipment and heat treatment lines, and there is no difference in the process route; only some upgrades have been made to the machinery.