SIASUN(300024) 华为·2024-12-06 07:17Summary of Conference Call on Humanoid Robot Sector Industry Overview - The humanoid robot sector has been significantly influenced by Tesla, particularly following key events such as the Tesla shareholder meeting on June 14, where Elon Musk announced plans for mass production of humanoid robots by 2025, targeting a scale of 1,000 units [2][3] - The sector experienced a second wave of momentum driven by Tesla's Robotech launch on October 11, which sustained interest from late September to October [2] Key Players and Developments - Tesla: - Tesla's proactive approach in the humanoid robot field is seen as a strong driver for the industry, with expectations for substantial production capabilities in the near future [4][5] - The company has already introduced two generations of humanoid robots, with the second generation expected by the end of 2023 [5][6] - Huawei: - Huawei's re-entry into the humanoid robot sector on November 15 is viewed as a significant development, with partnerships established with leading companies in the industry [4][5] - The company is expected to accelerate the growth of the regional robot industry chain, contributing to overall market confidence [6] - Chongqing's Support: - The release of the Chongqing Robot Application Action Plan on October 28 indicates local government support for the robot industry, which is anticipated to enhance growth prospects [3][4] Market Dynamics - The market is currently optimistic about the dual leadership of Tesla and Huawei, which is expected to create a substantial impact on the humanoid robot sector [5][6] - Other automotive giants, including Xiaopeng and Linde, are also entering the humanoid robot space, leveraging their existing hardware production capabilities [6][7] Investment Recommendations - Investment focus is recommended on the Tesla and Huawei humanoid robot industry chains, with an emphasis on the certainty of production and order volumes for Tesla in 2025 [7][8] - Companies such as Sanghua, Beite, Shuanghuan, and Landa are highlighted as potential investment opportunities due to their current low valuations and expected rapid advancements in humanoid robotics [8]