On February 17th, data shows that as of February 16th, a total of 58 A-share listed companies in the robotics industry chain have disclosed their 2024 annual performance forecasts. Among them, 10 companies are expected to increase, 8 companies are expected to turn losses around, and 2 companies are expected to increase slightly, with a pre approval rate of 34.5%. Several performance prediction companies have stated that benefiting from the development of AI technology, the consumer electronics terminal market is showing a clear recovery trend. Meanwhile, the improvement of the new energy market has also contributed to the company’s performance. According to institutional analysis, thanks to the cost control advantages of China’s manufacturing industry and the realization of commercial closed-loop under the domestic diversified application scenario, China’s humanoid robot industry chain is expected to move from theme investment to profitability in 2025. Xie Chunsheng, Chief Analyst of the Computer Industry at Huatai Securities Research Institute, believes that 2025 is expected to become the first year of commercial mass production of humanoid robots. With multiple robot manufacturers accelerating mass production, electronic sector companies have promising prospects for expanding their robot business. (China Securities Journal)
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