On December 5, the 2023 China Robot Industry Development Conference was held in Wuhu City, marking that Chinese humanoid robots have entered the first period of development.
The theme of the conference is:"Robots enhance thousands of industries", attracting nearly 1,000 industry leaders, experts, scholars and entrepreneur representatives from all over the country. The participants comprehensively analyzed the development trends, cutting-edge technologies, demand trends and hot issues of industrial development in various fields, and built a docking platform between the industrial chain, the industrial chain and the user industry, which can be described as a great promotion of the robot industry.
Humanoid robots are expected to become another blue ocean of AI landing scenarios after intelligent driving electric vehicles, and industrial chain-related enterprises are expected to open up space for doubling their performance. At the same time, the author believes that there are two key logics for the future development of humanoid robots:
First of all, the population is aging. The aging of the population in China and the world has become increasingly serious, the problem of labor shortage will become more and more obvious, and "machine replacement of man" has become the current trend.
Secondly, artificial intelligence empowers humanoid robots, and embodied intelligence is the trend of the future. The emergence of large models has brought new breakthroughs to the development of humanoid robots, so that robots have language interaction capabilities and thing processing capabilities, and with the continuous breakthrough of AI technology, humanoid robots have unlimited potential.
In general, with the vigorous promotion of the national high-level and the help of the AI model, humanoid robots are expected to become the next general direction of the market and one of the next major development directions of the market.
After an in-depth review, the author also selected several core leading enterprises of "humanoid robots", especially the last one, which is expected to range from 4 yuan to 75 yuan.
The first: Zhuoyi Technology, the company has independently developed a series of four-axis robots, parallel robots, etc., and the second: Collier has made great breakthroughs in robotics and artificial intelligence and other industries
The third: Standard shares, the current research and development of the robotic arm 3D robot sewing project to complete the center console decoration technology is the test, the fourth: Deen Seiko is one of the world's largest industrial robot reducer manufacturers.
The fifth, the most optimistic.
1. "Robot Concept + Huawei Automobile + Power Battery**" is the first leader, with dual main businesses of high-end intelligent equipment and recycling industry, and is the only company in the two cities that truly has humanoid robots.
2. The company's chips are highly concentrated, low and low, and the main funds have continued to net inflow in recent days.
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