In the wave of technology stocks in the digital industry, semiconductors, CPOs, computing power and other areas that were once in the spotlight have now gradually receded. However, in the midst of this wave, the robot industry has ushered in unprecedented vigorous development. In particular, the bright star of humanoid robots has attracted countless players to "enter the game" and "increase the size".
In the context of policy increase and industrial accelerated layout, the development prospects of the humanoid robot industry are generally optimistic about the industry. With the continuous advancement of technology and the continuous growth of market demand, the application scenarios of humanoid robots are also expanding. From industrial manufacturing to medical care, from home services to aerospace, humanoid robots have gradually penetrated into various fields.
Today, the humanoid robot industry is ushering in unprecedented development opportunities. Driven by policy support, technological innovation and market demand, the market scale of humanoid robots continues to expand, and the industrial chain continues to improve. At the same time, more and more enterprises have begun to get involved in the field of humanoid robots, accelerating the research and development and industrialization process of humanoid robots. Looking forward to the future, the development prospects of the humanoid robot industry will be broader.
At the beginning of 2024, two recognized top supporting manufacturers of Tesla Motors - Tuopu Group and Sanhua Intelligent Control. The two giants not only plan to invest 5 billion yuan each, but also plan to cover an area of 300 acres of land to jointly build a robot core component production base in the Ningbo Economic and Technological Development Zone.
As the largest supplier of Tesla Motors in China, Tuopu Group and Sanhua Intelligent Control have long been famous.
Now, they are setting their sights on a broader field and are committed to becoming the two leading companies in the trial production of Tesla's Optimus humanoid robot. It is reported that these two companies have put the large-scale mass production of the three major supporting robots - electromechanical actuators, motors and controllers on the important agenda.
Recently, the two companies have disclosed the progress of their cooperation with Tesla, which has aroused the market's attention to the mass production of Tesla's humanoid robot Optimus and the commercialization process of the entire industry.
According to reports, in the first quarter, Tesla is expected to officially announce the walking test results of its humanoid robot, and preliminarily announce the core components of the original robot.
At the same time, another company, Tencent, is also actively deploying in the robot industry.
It has been revealed that Tencent will focus on the field of elderly care services and launch solutions for the robot industry. This solution will combine Tencent's advantages in artificial intelligence, cloud computing and other fields to provide more intelligent and efficient support for elderly care services.
Overall, with the continuous progress of technology and the continuous expansion of application scenarios, the development prospects of the robot industry are very broad.
The breakthrough of the sustainable industry will also benefit from the A-share listed companies, and after a few days of research, several potential giant companies have been sorted out, especially the last one.
Jingye Intelligent has always focused on the research and development of equipment and services such as emergency rescue robots, special operation robots, JM fusion robots and intelligent sensors.
Dali Technology, they have been exploring the application of inspection robots in emerging construction fields such as UHV, rail transit and special industries. They not only have a deep foundation in the power industry, but also have successfully applied inspection robots to rail transit and special industries, bringing new development opportunities to these industries. Robot, the company's nuclear emergency robot product, is undoubtedly a scientific and technological innovation achievement. It is capable of working in a nuclear radiation environment and can operate precisely even in confined spaces. The cooperation between Sanhua Intelligent Control and Tesla is undoubtedly a strong alliance, they schedule production according to Tesla's requirements and provide Tesla with a high-quality thermal management system; As we all know, the thermal management system is an important part of new energy vehicles, and its value accounts for about 8%-10% of the whole vehicle. 
The last one is the most important.
Microsoft has another move in the consumer electronics sector, which is about to add a button on the Windows keyboard to activate its AI Copilot service. This innovation will make it easier for Windows users to take advantage of AI technology and increase their productivity and creativity. It is reported that the first batch of devices equipped with new buttons will be available this month, which has aroused widespread market attention to Microsoft's AI technology.
The company, which has a market capitalization of less than $5 billion, has shown great potential in the market. Its share price is only 19 yuan, which is not only at a low level, but also has a relatively low valuation. Recently, the ** price limit board was launched, showing that the market is optimistic about it. In addition, it is highly concentrated, with a net inflow of nearly 200 million in the near future.
From a technical point of view, the ** presents a classic duck head pattern, and the bottom is firmly standing on the annual line. And in the near future, there has been a strong trend of one yang crossing multiple lines. The MACD daily and weekly three-line golden cross further proves the strong performance of the **. It is expected to achieve a huge increase from 19 yuan to 99 yuan. (The avatar is a small envelope, and it is 8, which is immediately displayed, not Pinglun District).