In the field of artificial intelligence, a revolutionary change is brewing, and tech giants such as Microsoft, Nvidia and OpenAI have placed heavy bets on the development of humanoid robots, according to the institution, 2024 will be an accelerated year for the development of humanoid robots.
At the GTC 2024 conference to be held from March 18 to 21, the display of generative AI and robotics industry achievements will become the focus, and the development potential of humanoid robots as an excellent landing platform for AI technology has attracted much attention, and the humanoid robot track will become more and more intense in 2024.
Many startups have sprung up and gained traction from the capital markets.
According to people familiar with the matter, Bezos has pledged to invest $100 million in Figure AI through Explore Investments, Microsoft will invest $95 million, and Nvidia and Amazon affiliates** will provide $50 million each; In addition, OpenAI, which had considered acquiring Figure, will also invest an additional $5 million.
Figure AI has been developing bipedal humanoid robots to disrupt the industrial robot market, and the robots on the market tend to have only the upper body to mimic the human shape, and the lower body is fixed or driven in the form of wheels, which is not suitable for use in spaces designed for humans.
Figure AI's autonomous humanoid robot Figure 01 humanoid design will allow the robot to move around warehouses and production floors, performing repetitive and unsafe activities in place of workers;
In the eyes of technology tycoons, the future of the humanoid robot track is full of infinite possibilities, Tesla CEO Elon Musk previously **, the demand for robots may reach 10 billion in the future, or even more.
Nvidia founder and CEO Jensen Huang said that chip manufacturing is an ideal application for AI, and the next wave will be embodied intelligence.
In terms of national industrial policy, the Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots", proposing that by 2025, the humanoid robot innovation system will be initially established, and a number of key technologies such as "brain, cerebellum, and limbs" will make breakthroughs 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 a year of acceleration for the development of humanoid robots, technology upgrades, product releases and industrial chain verification will continue to appear.
Over the weekend, the robot sector fermented, and after some sorting, it was found that the following companies have a more comprehensive layout in the field of robots:
1.Julun Intelligence (RV reducer + control system): As a leading industrial robot manufacturing enterprise in China, Julun Intelligence has strong R&D strength and market share in the field of RV reducer. At the same time, the company also has a complete control system to provide stable motion control performance for the robot.
2.Green Harmonic (Harmonic Reducer): Green Harmonic is a leading enterprise in domestic harmonic reducer, and its products have a wide range of applications in the field of robots. The company's harmonic reducer has the characteristics of high precision, high stiffness and high reliability, which provides a strong guarantee for the stable operation of the robot.
3.Zhongda (RV reducer + planetary reducer): Zhongda has strong R&D and production capacity in the field of RV reducer and planetary reducer. The company's products have a wide range of applications in the field of robots, providing efficient and stable transmission systems for robots.
4.Hanyu Group (Harmonic Reducer): Hanyu Group is one of the earliest enterprises involved in harmonic reducer in China, and its products have a high reputation and market share in the field of robots. The company's harmonic reducer has the characteristics of high precision, high efficiency and low noise, which provides excellent motion control performance for the robot.
5.Haozhi Electromechanical (harmonic reducer + servo): Haozhi Electromechanical is an enterprise integrating harmonic reducer, servo and intelligent control system. The company's products have a wide range of applications in the field of robots, providing stable and efficient transmission and control systems for robots.
6.Shanghai Electromechanical (precision reducer): Shanghai Electromechanical is one of the leading enterprises in the field of precision reducer in China, and its products have a high market share in the field of robots. The company's precision reducer has the characteristics of high precision, high rigidity and long life, which provides strong support for the stable operation of the robot.
7.Shuanghuan Transmission, Qinchuan Machine Tool, Guomao Co., Ltd. (RV reducer): These three companies have strong R&D and production capacity in the field of RV reducer. Its products have a wide range of applications in the field of robots, providing efficient and stable transmission systems for robots.
The last selection is the most valued.
First of all, from the perspective of the company's performance, the company has maintained a stable growth trend in the past few years, and the full-year performance is expected to continue to grow at a high rate.
Secondly, from a technical point of view, the company's stock price is currently at a historical low, and the chips are dense at a single peak, which indicates that the main funds have been highly controlled. At the same time, ** showed an over-falling trend, the trading volume was enlarged and stabilized, and it has successfully broken through the 20th**, and many days** showed a bullish trend.
In addition, from the perspective of the main funds, the main control ability of the ** is good, and the technical form is close to perfect. We expect the ** to be at least 60% higher in the short term, with a double in the medium term.
(The last one, the avatar is a small envelope, and it is 8, which is immediately displayed, not Pingloun District).