Recent Surge in Plastics Machinery Industry Research: Robotics Business Becomes New Focus for Investors

Since September, investment institutions have shown great enthusiasm for researching the machinery and equipment industry. As an important sub-sector of the machinery and equipment industry, rubber and plastic machinery has also attracted attention from many institutions recently.

September 19th,YizumiOn the investor collective reception day in Guangdong in 2025, as well as at the mid-term performance briefing of the listed companies in the region, investor questions were accepted online.

At the meeting, investors raised numerous questions regarding the company's operations and its robotics business layout. Concerning the robotics layout, the company repeatedly emphasized the establishment of a robotics division, primarily for supporting the company's main equipment and providing turnkey solutions for clients. Additionally, investors inquired about the investment direction of the fund and whether the robotics division would consider humanoid robots. The company stated that it would actively seize market opportunities.

September 15th,Jinming Precision MachineryThe semi-annual collective investor meeting for 2025 was held, and the company received research from all investors, including Guangzhou Industrial Investment Holding Group. During the meeting, investors expressed interest in various aspects such as the company's operational highlights, innovative development, and technological competitive position, and raised several questions.

Regarding operations, the company's management stated that the net profit attributable to shareholders of the listed company will increase by 12.11% year-on-year in the first half of 2025. In terms of innovation and development, they stated that the company's multi-layer co-extrusion technology has reached an international leading level and a domestic advanced level. In the future, they will continue to deepen the application of this technology in the field of single-material PE packaging films to promote green packaging upgrades.

September 12, GuangdongTuosidaTechnology Co., Ltd. hosted an on-site visit and research session for 38 institutional investors, including Bosera Funds and Caitong Securities.

In the survey, regarding the robot-related business that investors are concerned about, Tostar stated that the company's first humanoid robot product "Xiao Tuo," based on the embodied model jointly constructed with Zhipu, is already capable of autonomous reasoning and decision-making for complex tasks. In addition, the company's DMU/GMU400 and GMU600 models have also begun to show unique advantages and competitiveness in the processing of components for humanoid robots.

Currently, the company is strengthening cooperation with AI large model vendors to promote the algorithm iteration and industrial application of intelligent equipment in structured industrial scenarios, achieving the transformation of robots from "capable of working" to "able to work intelligently," and creating "the smartest robots that understand processes."

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From a perspective, the order situation, capacity utilization, new technology research and development, overseas market expansion, and the progress of new businesses such as robotic automation in plastic machinery companies are key points of interest for investors. It is noteworthy that in recent years, investors have shown a high level of attention to the progress of robotic businesses when researching plastic machinery companies.

This is mainly driven by the demand from downstream customers of plastic machinery, and investors see the vast market potential in this sector. Industry insiders predict that the development of robotics business may be a key touchstone for assessing whether a plastic machinery company has long-term investment value.