The first leader of domestic "humanoid robots" has increased by 90 yuan in the report, and it is expected to be from 8 yuan to 95 yuan
In 2024, it is expected to enter a critical period of commercialization, and policy support for the industrialization of humanoid robots in China can be expected in the future.
The hermit believes that humanoid robots are the ideal carrier of AIGC embodied intelligence, and the rapid development of multimodal large models will improve the intelligence level of humanoid robots, accelerate the industrialization process of humanoid robots, and 2024 is expected to become the first year of mass production.
Among them, the stock selection idea is three levels, one is the Tesla robot chain, the second is China's humanoid robot ontology enterprises, and the third is other parts and components that are expected to enter the humanoid robot track.
The message looks on the surface:
High-level departments wrote in Qiushi magazine that the optimization and upgrading of the industrial structure is an inherent requirement of new industrialization. Forward-looking layout of future industries, strengthen policy guidance, open up new tracks for future industries such as artificial intelligence, humanoid robots, and quantum, and build new advantages for future development.
This also means that China will continue to provide great help and support to industries such as humanoid robots, and the performance of humanoid robots is also more exciting in the A** field
In addition, the hermit is optimistic about humanoid robots and has the following 2 logics:
1) Humanoid robots are expected to become a 100 billion dollar blue ocean market
With the diversification and universalization of humanoid robot functions, the increasingly mature industrial division of labor, and the continuous decline in cost, humanoid robots are expected to be popularized in industry and commerce first, and gradually expand to household and public domains.
According to the calculation and analysis, it is estimated that under the neutral assumption, the global humanoid robot manufacturing and home service market size will be 110.3 billion US dollars in 2035, and the CAGR will be 686%。
2) Since Tesla released the prototype of the humanoid robot, its iteration speed has exceeded market expectations
With the upgrading of robot capabilities, more tasks and downstream application scenarios have been opened, and the landing time of robots is approaching.
Therefore, after an in-depth review, the hermit excavated the "5 Core Leaders of "Humanoid Robots", the last of which is expected to start a doubling wave!
1. Sanhua Intelligent Control
The company has listed the bionic robot electromechanical actuator project (hereinafter referred to as the "robot project") as a key project, and has carried out continuous research and product development work in this field.
2. New Year in Wuzhou
The finished bearings produced by the company are mainly small and medium-sized precision bearings. The main products are automotive bearings, G series energy-saving motor bearings, precision CNC machine tool bearings, high-speed precision textile machine bearings, robot harmonic reducer flexible bearings, etc.
3. Position intelligence
The company's machine vision technology is currently used in the industrial field. It is a leading provider of intelligent networking hardware products and solutions in China, a national high-tech enterprise, and a national "specialized, special and new" small giant enterprise.
4. Jintuo shares
A leading manufacturer of aluminum alloy precision die castings in China, the company has a complete industrial chain of industrial automation and robot parts, and has excellent performance.
5. The most optimistic one for the hermit!
Clause. 1. The company is one of the largest manufacturers of mechanical automation control systems in China, and has been in the industrial chain layout in related fieldsThe company's performance continues to grow, and its profitability continues to increase.
Clause. 2. In the field of intelligent robots, the company has successfully created a series of intelligent robot products with independent intellectual property rights by virtue of its advanced technology and strong R&D capabilities.
Clause. Third, low price + low position, the total market value is less than 6 billionThe bottom limit is broken through, and funds are favored, the bottom of the rush to raise nearly 400 million, a new round of the main rise is imminent.
Risk Warning: The views mentioned in this article only represent personal opinions, and the subject matter involved is not recommended. ##