The market needs to be cautious, knowledge is respected, and rationality and logic are the cornerstones of investment.
Since Tesla released its humanoid robot prototype, its technology has been updated much faster than expected. Previously, Tesla has repeatedly demonstrated the latest software progress through **.
As a result, the second-generation Optimus robot has been significantly upgraded at the hardware level, especially in terms of foot and hand sensing capabilities.
As robotics continues to improve, we will see more tasks and use cases being developed, and commercial applications of robotics will become more common. Therefore, we are optimistic about the humanoid robotics industry and recommend focusing on the new areas added by the second generation of Optimus.
The inventory is as follows:
1. Keli sensingActively expand the market for miniature load cells and torque sensors. It is reported that they have successfully developed and shipped some models of torque sensors, and are also verifying and trial-producing multiple models of products in small batches.
Second, as a leading enterprise in the domestic intelligent corrugated box packaging automation equipment industryOriental PrecisionRecently announced, they have taken a stake in Guangdong Jiateng Robot Automation***
Three, in addition,Saiwei is intelligentRecently, it was announced that they have launched a strategic cooperation with Huawei, mainly in the fields of smart city and big data. In addition, they have also developed a variety of industrial inspection robots.
Fourth, in the beverage packaging industryTech-LongIt is one of the leading equipment manufacturers. It is reported that their applications in the field of robotics are mainly concentrated in the packaging and other fields of food, beverage and industrial electronics.
Among them, the most important is this company, the logic is that it has concepts such as AI, robots, and state-owned enterprise reform, and the market outlook has a catalytic effect
1. The company's cockpit domain control, HUD, electronic exterior mirror, digital acoustics, automatic parking, on-board wireless charging, precision motion mechanism and other products have obtained new fixed-point projectsIt has undertaken customer order projects such as Great Wall, Geely, BAIC, BYD, Celis, and NIO;
2. At present, it is in the stage of low entry and low entry, and the main control degree is 77%;
3. From a technical point of view, more than 15 million large single funds have entered the market todayThe MACD daily golden cross, and the bullish arrangement is in an upward pattern, which is expected to break through the 38 yuan mark.
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