The fire of humanoid robots burns from 2023 to 2024.
During this period, many start-ups were established and received generous investment from the capital markets.
According to people familiar with the matter,Amazon founder Jeff Bezos, Nvidia, Microsoft, and OpenAIBoth bet on Figure AI, a general-purpose humanoid robotics startup.
It is reported thatFigure AI raised about $6 in a funding round$7.5 billion, with a pre-financing valuation of about $2 billion.
The "fire" of the humanoid robot track will burn even more vigorously in 2024.
At the beginning of January this year,The Stanford team unveils Mobile Aloha, a stir-fry robot, popular all over the network; Subsequently, Musk posted his robot "Optimus Prime" folding shirts, which once again aroused onlookers; Recently,The backflip of the electric robot released by MagicLab** makes people shout "cool" again.
As you can see, this industry is growing at an astonishing rate.
Many technology tycoons have also expressed optimism. Tesla CEO Elon Musk previously **,The demand for robots may reach 10 billion in the future, and even more. Nvidia founder and CEO Jensen Huang said chip manufacturing is an ideal application for AIThe next wave will be embodied intelligence.
At a time when the development of the industry is in full swing, the national industrial policy has also released a good signal.
In November last year,The Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots".。The "Opinions" pointed out that humanoid robots integrate advanced technologies such as industrial intelligence, high-end manufacturing, and new materialsIt is expected to become a disruptive product after computers, smartphones, and new energy vehicles.
At the same time, the document presents,By 2025, the humanoid robot innovation system will be initially establishedBreakthroughs have been made in a number of key technologies such as "brain, cerebellum, and limbs" to ensure the safe and effective supply of core components. By 2027, a safe and reliable industrial chain system will be formed.
Looking ahead,2024 is the year of acceleration in the development of humanoid robotsTechnology upgrades, product launches, and industrial chain verification will continue to emerge. If the results released by NVIDIA in the field of robotics exceed expectations, it is expected to bring a catalyst to the entire humanoid robot sector.
To sum up, Dege has also sorted out the 5 leading stocks of the core concept of "humanoid robots", or will open the first year of robots!
1. Fengli Intelligence
The company's main products include steel gears, precision reducers and parts, precision mechanical parts, etc. The company is an intelligent robot providing precision reducers and parts.
Here the author also prepared a big bull for many fans, the reason for the choice: high dividends, low price-earnings ratio, performance growth rate of more than 30% for 3 consecutive years, the main force into a high degree of control, institutions have increased their positions for 6 consecutive quarters. The detailed logic is shown in the following figure:
Click on my avatar to enter the homepage and send a private message [999] to automatically show which one.
2. Benchuan Intelligence
The company's products are mainly used in servo drives and codeable controllers for industrial robots, electronic laser tools, multi-functional welding equipment, high and low voltage complete sets of equipment, etc.
3, Jin Baize
The company focuses on electronic interconnection technology, focuses on electronic product research and development and hardware innovation, and is mainly engaged in electronic design, PCB manufacturing, and electronic manufacturing services, providing customers with customized products and vertically integrated solutions. The company provides product and technical services for some robot and artificial intelligence customers, and has orders related to intelligent robots.
4. Emicon
In the field of medical and health care, the company has made many achievements in intelligent products, including 3D digital operating room, core index detection robot in operating room, and intelligent management system for operating room environment.
5. SUNSEA Intelligence
At the same time, the company released 5G terminals and 5G equipment based on the company's 5G module developed in cooperation with ecological partners, including 5G CPE (home gateway G intelligent industrial gateway, 5G drone, and 5G security robot products).