Recently, the boom in the field of humanoid robots has continued to rise, and has received widespread attention from all walks of life. Many places in China have responded positively, and have launched support policies for the humanoid robot industry, and some regions have set up industries of up to 10 billion yuan, in order to seize the opportunity in the wave of robot development.
On the international stage, Tesla's humanoid robot Optimus is leading the development of the humanoid robot industry with its excellent ability to sort items autonomously and balance on one foot. At the same time, Boston Dynamics is not to be outdone, releasing its own humanoid robot products and finding practical application scenarios in automobile factories.
Domestic companies are also not to be outdone, Xiaomi released a humanoid robot "Tieda" (cyberone), this robot focuses on perception and communication capabilities, can recognize 45 kinds of human semantic emotions, showing China's innovation ability in the field of humanoid robots.
China's robot market localization prospects are broad, especially in some links, the growth space is huge, the technical barriers are high, and the profitability is good. With the continuous improvement of labor costs in the manufacturing industry and the aggravation of recruitment difficulties, the cost of robots is gradually reduced, coupled with the strong support of policies, the demand trend of machine substitution is expected to accelerate.
At present, the localization rate in the field of system integration has been high, but there is still a large space for import substitution in the field of core components. The market is generally optimistic about the trend of machine substitution and localization, as well as the industrial chain opportunities brought about by the innovation and breakthrough of humanoid robots.
Many industry insiders and investors generally believe that 2024 will be an important opportunity period for the layout of the robot industry chain. When many institutions released their 2024 investment strategies, they listed humanoid robots as a key focus area. There is a view that 2024 will be a key node before the mass production of Tesla's Optimus, and with the continuous overcoming of key technologies, it is expected that more positive signals will emerge in the industrial chain, accelerate the realization of embodied intelligence, and bring long-term growth momentum to industrial chain enterprises.
Therefore, after a long period of screening and research, I have also selected 5 potential dark horse companies of "humanoid robots" for you, especially the last one, which is expected to become the first demon in the Year of the Dragon. Send a six-to-one to the blogger in an envelope, and get it for free
Southern Seiko
The company occupies an absolute market share in the field of domestic RV reducer supporting bearings and other components; In the field of humanoid robots, the company is currently cooperating with the two leading domestic reducer manufacturers to develop new reducers; Relevant samples have been sent to Tesla in the United States, and the test results are good and have been highly recognized; In addition, the company is developing flexible bearings, planetary roller screws and other products are almost blank in China, and there is a large demand in the field of humanoid robots.
Deen Seiko
The company's industrial robot business mainly includes joint robot machines and their optical machines, mechanical structure parts and other products, and provides integrated application solutions and implementation services for robot units, which are mainly used in robot loading and unloading, robot grabbing, robot welding, robot palletizing, robot grinding, robot spraying, robot handling and other work scenarios in general equipment manufacturing enterprises.
Huawu shares
The company has the relevant ability to develop electromagnetic brake products for robotic arms, and has relevant technical reserves, so far it has not learned that downstream motor factory customers have indirect supporting use of the company's products to send samples to Tesla and other humanoid robots.
Jiangsu Sherry
The company's sliding screws, planetary roller screws, coreless motors, precision gearboxes and other products can be used in humanoid robots, among which planetary roller screws are under development, mainly used for heavy-duty bionic muscle structures; Some of the linear transmission products of the company and its subsidiaries have been sampled in the field of humanoid robots and have been recognized by customers.
Jinbei electrician
Motor products are the core basic components of humanoid robots, and the company's flat magnet wire products are widely used in various types of motors and have a fixed scale, and some customer product application terminals involve the field of artificial intelligence.
The first leader of the "AI multimodal + SORA" concept stock is expected to become the first demon in the Year of the Dragon.
1. The company is the world's most important communication equipment supplier, the production of optical modules 400G and 800G have been mass-produced and shipped, with excellent performance, and the annual report is expected to increase highly!
2. In line with the dragon return strategy + single-peak chips are highly concentrated. The stock is active and is favored by private equity** and northbound funds.
Low price low + low valuation,From a technical point of view, the bottom of the "** pit" started, MACD day, week and month three-line golden cross, volume and price rise, in the middle of the world, the main high control disk, is expected to usher in a wave of main rising waves.