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Estimated reading time: 8 minutes The 2024 ** work report proposes to vigorously promote the construction of a modern industrial system and accelerate the development of new quality productivity. In order to develop new quality productivity, it is necessary to create a power engine for high-quality development through original, subversive and cutting-edge technological breakthroughs. Among these disruptive technologies and cutting-edge technologies, humanoid robots, as the pioneers of future industries, show great potential and attractiveness, and become a new highland for scientific and technological competition and a new engine for economic development.
In the "New Quality Productivity Forging" of "Economic Half Hour", which was paid special attention to by CCTV Finance and Economics and the Two Sessions, UBTECH humanoid robots were reported into reality.
UBTECH.
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UBTECH skyrocketed by nearly 90%.
Officially entered the ** list of Hong Kong Stock Connect targets
A few days ago, the "first share of humanoid robots" UBTECH (09880On March 6, AI concept stocks made a force, UBTECH soared nearly 90%, with a market value of more than 80 billion Hong Kong dollars.
According to the results of the quarterly review announced by the Hang Seng Index a few days ago, UBTECH was included in the Hang Seng Composite Index and the Hang Seng Stock Connect Greater Bay Area Composite Index on March 4, and has officially entered the ** list of Hong Kong Stock Connect targets.
The Stock Connect provides a convenient investment channel for mainland investors, and despite the limited investment scope, the selected ** tend to perform well. According to statistics, the average daily trading volume of Hong Kong Stock Connect accounts for nearly 30% of the Hong Kong** market. UBTECH's selection not only reflects the capital market's recognition of its performance and business model, but also indicates that the company will benefit from more liquidity.
As a leading company in the field of humanoid robots, UBTECH's market value has risen since its listing at the end of December last year, and it took only more than two months to be included in the Hang Seng Composite Index. It reflects the recognition of UBTECH's business performance, business model and investment value by the Hong Kong capital market and Hang Seng Index Company, and will further enhance UBTECH's popularity in the international capital market.
It is worth mentioning that, as the "first stock of humanoid robots", UBTECH is not satisfied with only making robots, but combines the hot trend of "AI + education + sports + robots", and launched the walker series of humanoid robots in 2017, which has caused strong repercussions in the industry. UBTECH's humanoid robot technology has attracted much attention in the industry. The research reports of Zhongtai and Zheshang (601878) have given overweight ratings, optimistic about the company's development prospects in the field of humanoid robots. Since 2023, the humanoid robot industry has been frequent, from technology giants to start-ups. UBTECH is working with partners to promote the application of humanoid robots in automotive manufacturing and other fields.
At present, UBTECH's humanoid robot Walker S has been operated in the field at NIO's factory, marking an important step in the industrial application of humanoid robots. Several advanced technologies of the Walker S, such as visual positioning navigation and hand-eye coordination, demonstrate the potential of humanoid robots. This cooperation case further strengthens investors' confidence in the future development of humanoid robots.
UBTECH's continuous investment in humanoid robot technology has enabled it to maintain its leading position in the industry. The company has obtained 1,800 related patents, of which more than 380 are international patents. Up to now, UBTECH has served more than 900 enterprise customers in more than 50 countries and regions around the world, and sold more than 760,000 robots. These achievements have laid a solid foundation for the company's long-term development.
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The state attaches great importance to it
Blockbuster policies continue to be introduced
At present, humanoid robots have become the focus of industrial competition in various countries under the background of a new round of scientific and technological revolution and industrial transformation.
The 2024 work report proposes to vigorously promote the construction of a modern industrial system and accelerate the development of new quality productivity. In order to develop new quality productivity, it is necessary to create a power engine for high-quality development through original, subversive and cutting-edge technological breakthroughs. Among these disruptive technologies and cutting-edge technologies, humanoid robots, as the pioneers of future industries, show great potential and attractiveness, and become a new highland for scientific and technological competition and a new engine for economic development.
On January 29, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other 7 departments issued the "Implementation Opinions on Promoting the Innovation and Development of Future Industries", mentioning in the deployment of key tasks that it is necessary to create iconic products and strengthen future high-end equipment. Among them, humanoid robots are in the first place.
The above-mentioned "Opinions" clearly stated that it is necessary to break through the core technologies of robots such as high torque density servo motors, high dynamic motion planning and control, bionic perception and cognition, intelligent dexterous hands, and electronic **, and focus on promoting the development and application of products in the fields of intelligent manufacturing, home services, and special environmental operations.
In October 2023, the Ministry of Industry and Information Technology and other ministries and commissions also issued documents such as the "14th Five-Year Plan for the Development of the Robot Industry" and the "Guiding Opinions on the Innovation and Development of Humanoid Robots". Among them, the "Guiding Opinions on the Innovation and Development of Humanoid Robots" for the first time made a comprehensive and clear strategic planning and deployment for the development of humanoid robots in the form of a separate document.
A set of data highlights China's potential and strength in the field of robotics.
According to the 2023 World Robot Report, in 2022, the installed capacity of industrial robots in China will be 290,000 sets, a year-on-year increase of 5%, accounting for 52% of the global installed capacity, and it has become the world's largest industrial robot consumer market for ten consecutive years. The application field of industrial robots has covered 65 industry categories and 206 industry categories, and is more widely used in automobiles, electronics, machinery and other fields, and rapidly expanded in emerging industries such as new energy vehicles, lithium batteries, and photovoltaics.
According to data from the Ministry of Industry and Information Technology, from January to October 2023, the operating income of China's robot industry exceeded 130 billion yuan, a year-on-year increase of 93%；The total import and export volume of robot products reached 26US$600 million, a year-on-year increase of 23%; The output of industrial robots reached 3530,000 sets, and the output of service robots reached 64360,000 sets, the robot industry as a whole shows a strong momentum of development.
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The process of industrialization is accelerating
The market size is climbing
In today's era, known as the "third industrial revolution", the humanoid robot industry has gradually become a new trend in the development of the industry with its versatility and service capabilities in various scenarios.
The development of generative AI large-scale model technology has greatly accelerated the evolution of humanoid robots. The large model is embedded in the robot ontology, which brings many new possibilities for the robot to accelerate autonomous thinking and execution breakthroughs, and move towards the stage of embodied intelligence.
The rapid development of multi-modal large models will improve the intelligence level of humanoid robots, accelerate the industrialization process of humanoid robots, and 2024 is expected to become the first year of mass production. Industry insiders said that humanoid robots are at a critical juncture from the laboratory to industrialization. Industrial chain enterprises have paid attention to this signal of commercialization acceleration and accelerated the layout of bases.
In August 2023, Xiaomi Robotics announced that it would invest 2 billion yuan to build a general humanoid robot innovation demonstration project in Yizhuang, Beijing, develop mass-produced commercial products of general-purpose humanoid robots, overcome a series of key technologies and core software and hardware components, build a first-class verification and reinforcement learning training platform, and carry out innovative application demonstrations for typical manufacturing scenarios such as 3C factories and automobile factories, so as to accelerate the construction of a general humanoid robot industry ecology.
In October 2023, iFLYTEK's humanoid robot product was officially unveiled, which is the industry's first embodied intelligent humanoid robot with a large model of artificial intelligence. According to reports, with the blessing of the Xinghuo large model, the accuracy of the robot's dismantling of complex tasks and the success rate of object recognition in open scenes have increased steadily. Ji Chao, director of robot products at iFLYTEK Hardware Center, said that with the advent of the "singularity" of general AI and the continuous reduction of robot hardware costs, humanoid robots are expected to enter thousands of households.
Domestic humanoid robot investment and financing events are also more active.
In June 2023, MindMinds Robotics, a developer of service robots, received more than RMB 1 billion in Series C financing, with the participation of SSGKC Group, Shanghai Guosheng Investment Group, and Shuimu Chunjin. Tracing the development process of MindMinds Robot, 5 rounds of financing have been completed so far. The company's Series A, Series B and Series B+ financing amounted to or exceeded US$100 million, with a total financing amount of approximately RMB 5.4 billion. According to reports, MindMinds plans to go to Hong Kong for an IPO to raise up to US$500 million, and its IPO team may include CICC, Haitong International, etc.
Humanoid robots have a wide range of application scenarios, which are a powerful supplement to industrial robots and other automation equipment, and their global market space can reach trillions of levels, which is not inferior to 3C and new energy vehicles. According to **, in the future, assuming that the ratio of humanoid robots to the population is 2:1, the demand for humanoid robots is expected to reach 10 billion to 20 billion units, and the demand for humanoid robots will even far exceed that of cars.
Ideally, the humanoid robot market is expected to reach $154 billion by 2035, approaching 1 3 of the global electric vehicle market and the global smartphone market by 2022.
In 2023, humanoid robotics has made remarkable progress. At the beginning of 2024, the AI+ robot track will usher in an explosive start. In the context of the competitive layout of industrial capital and the continuous iterative upgrading of generative AI large model technology, 2024 is expected to become the first year of mass production of humanoid robots.