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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.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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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.
A Look At The Intrinsic Value Of Lens Technology Co., Ltd. (SZSE:300433)
Lansi Technology: First Quarter 2025 Report
Lens Technology (300433.SZ): The net income for the first quarter is 0.429 billion yuan, a year-on-year increase of 38.71%.
Gelonghui reported on April 17 that Lens Technology (300433.SZ) announced the Q1 report for 2025, with the company achieving revenue of 17.063 billion yuan in the first quarter, a year-on-year increase of 10.10%; net income attributable to shareholders of the listed company is 0.429 billion yuan, a year-on-year increase of 38.71%; net income attributable to shareholders of the listed company after deducting non-recurring gains and losses is 0.378 billion yuan, a year-on-year increase of 60.99%; basic EPS is 0.0866 yuan.
