Jinwu Financial News | Robot Concept stocks have risen broadly, with Siasun Robot&Automation (02498) up 7.03%, FOURTH PARADIGM (06682) up 6.61%, Yujiang (02432) up 5.51%, UBTECH (09880) up 5.32%, and Horizon Robotics (09660) up 0.46%.
According to news reports, Daiwa stated that 2025 is likely to be a year for the release and application expansion of humanoid robot models.
The bank stated that the self-supply rate and cost reduction of key components have exceeded expectations. It indicated that actuators and AI algorithms in the humanoid robot supply chain are likely to become major development areas in the short term. In the long run, the iteration of embodied intelligence technology and scene expansion will be crucial.
Daiwa believes that 2025 will be a year for product launches, while 2026 may focus on small-scale production.