Twenty years ago, if you had seized the opportunity to invest in liquor, you might have made a leap in wealth and successfully crossed social classes.
Similarly, five years ago, if you had a discerning vision for the development potential of new energy, you may have enjoyed a leisurely retirement life in advance. However, if you unfortunately missed out on both of these historic opportunities, you must not miss out on another once-in-a-lifetime investment opportunity this year.
This opportunity, I mean the robotics industry. It can be said that the robot in 2024, like the previous liquor and new energy, is in the first development period of the industry.
In the future, it is very likely that a number of leading enterprises will emerge in this field to lead the industry change, and their influence is no less than that of giants such as Moutai and CATL. So, who will be the leader in the field of robotics?
In my opinion, in order to become a leader in the robotics industry, two conditions must be met. First of all, the business must be at the leading level in certain segments. Just as Moutai and CATL occupy a pivotal position in their respective fields, robot companies also need to excel in specific fields and set their own industry benchmarks.
Secondly, enterprises need to be favored and held together by institutions. While many people are skeptical of institutions, it's undeniable that institutional investors typically have more market insight and more resources. In the past few years, the grouping of institutions has often become an important force to promote stock prices.
Based on these two criteria, I dug deep and put together a bot report of the institutional huddle. In this report, I will give you a detailed introduction to four robot companies that have attracted the attention and support of institutions.
They are: the first company to break the monopoly of the core components of humanoid robots in Japan; Tesla's core business, an enterprise that has invested 5 billion to build a production base for core components of robots; A popular robot leader, an enterprise that receives orders and receives soft hands; and the humanoid robot leader that has in-depth cooperation with Tesla, and the company that has just spent 5 billion to increase the robot track.
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