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In the next three years, the growth rate of the humanoid robot industry will remain above 40%. Many institutions believe that 2024 will be the year of accelerated development of the industry.
Humanoid Robots
Welcome multiple benefits
Recently, humanoid robots continue to receive good news. In terms of policy, Beijing Yizhuang will issue a three-year action plan for humanoid robots to further build a leading source of innovation for robot technology, a gathering place for high-end manufacturing, a new highland for integrated applications, and an industrial ecological demonstration site in China.
In addition, under the guidance of the Shanghai Municipal Economic and Information Commission and the Shanghai Pudong New Area People's Government, the 2024 China Humanoid Robot Developer Conference and the 3rd Zhangjiang Robot Global Ecological Summit were held on June 6. In addition to focusing on topics such as the construction of a humanoid robot innovation center, breakthroughs in core technology barriers, cost reduction in the industrial chain, application scenarios, and investment track directions, this conference will also focus on the coordinated development of humanoid robots and embodied intelligence.
On the technical level, humanoid robots of many companies have made progress. The relocation ceremony of Xiaomi Robotics was held in Beijing Economic and Technological Development Zone (Beijing Yizhuang) on the 4th. Xiaomi's second-generation bionic quadruped robot CyberDog 2 performed an impromptu dance on the spot. It is reported that Xiaomi Robotics will continue to promote product innovation, empower the industrial ecology through the whole machine, and drive the coordinated development of enterprises in the industrial chain with open source and open platforms and complete tool chains; at the same time, by expanding application scenarios, it will achieve cluster integration with industries such as automobiles, machinery, electronics and artificial intelligence, and will be built into Beijing's first general humanoid robot whole machine product research and development, manufacturing and application demonstration project.
Recently, Yushu Technology successfully delivered the first batch of bipedal humanoid robots H1 in Hubei Province. It is reported that the delivered H1-ReS humanoid robot is empowered by artificial intelligence algorithms, and the robot's walking and balance are completed through autonomous calculations. Even if it is impacted by strong external forces, it can quickly adjust its posture and maintain its body balance.
The scale of the humanoid robot industry
It is expected to exceed 20 billion yuan
With policy support, my country's humanoid robot industry is developing rapidly. According to the "2024 China Humanoid Robot Industry Ecological Development Research" released by CCID Consulting, the humanoid robot industry will enter an explosive period in 2023. It is expected that by 2026, the scale of the Chinese humanoid robot industry will exceed 20 billion yuan. In the future, functional complete machines will gradually occupy the mainstream, with huge development potential.
Wanlian Securities Research Report believes that at present, domestic humanoid robots are driving the continuous improvement of AI intelligence by connecting to robot big models, and the accuracy and continuity of action execution are continuously improving. With the joint promotion of multiple factors such as technological progress, product innovation, cost control, improvement of the industrial chain and policy support, the development process of the domestic humanoid robot industry is accelerating.
Everbright Securities Research Report believes that domestic humanoid robots are progressing rapidly, constantly optimizing hardware and improving intelligence. On the one hand, they are connected to robot big models, and AI intelligence progress is fast driven by imitation and learning, and the accuracy and continuity of action execution are continuously improving; on the other hand, hardware capabilities are constantly improving, and the optional multi-degree-of-freedom dexterous hands can reach more application scenarios. 2024 is the year of accelerated development of humanoid robots, and technology upgrades, product training tests and industrial chain verification will continue to appear.
Concept stocks since May
Overall correction
From the perspective of market performance, the humanoid robot sector has been overall corrected since May, with concept stocks falling by an average of 5.69%, and more than half of the stocks falling by more than 5%. At present, the valuations of some stocks are at a low level in the past year, including Huichuan Technology, Lingyi Intelligent Manufacturing, and Top Group.
Huichuang Technology stated on the investor Q&A platform that the company's relevant layout for the humanoid robot industry is still in the early stage of insight and research. The core components of humanoid robot joints have the same technical foundation as the main channel of industrial automation, such as motion control, servo drive, motor technology, linear drive, etc. In the future, it will do a good job of tracking and insight into the industrial chain, and work with potential customers to migrate and polish Huichuan's actuator technology in the field of humanoid core components.
Lingyi Intelligent Manufacturing stated on the investor Q&A platform that its wholly-owned subsidiary Shenzhen Lingpeng Intelligent Technology Co., Ltd. is committed to the research and development and application of intelligent control systems and software in the fields of industrial automation, robotics, etc., and provides design, engineering and manufacturing solutions for industrial robots and robot manufacturing equipment. The subsidiary will cooperate with Hanson Robotics Limited in the design optimization and upgrading of humanoid robots, mass production testing and other aspects.
The humanoid robot industry continues to develop, and concept stocks have received a lot of attention from institutions. Statistics show that 23 stocks have been rated by more than 5 institutions, more than 50% of the total. Top Group, Thundersoft, Huichuan Technology, Yinlun Shares, and Sanhua Intelligent Control are at the top of the list, with more than 20 ratings.
Top Group's announcement shows that in order to seize the development opportunities of the robot business, the company established an electric drive division in 2023. The company's core advantages in the robot actuator business include: 1. Possessing the ability to self-develop various types of motors such as permanent magnet servo motors and frameless motors; 2. Possessing experience in integrating motors, reduction mechanisms, and controllers; 3. Possessing precision machining capabilities; 4. Possessing the ability to coordinate various R&D resources and testing resources.