On May 12, the concept of humanoid robots rose. As of the close of the day, Guangdong Topstar Technology Co., Ltd., Keli Motor Group Co., Ltd. and other stocks rose to the limit.
At present, humanoid robot companies are accelerating the transition from the laboratory to commercialization of products. "We will choose scenarios that match our own technology and foundation." On May 9, Gu Jie, CEO of Shanghai Fourier Intelligent Technology Co., Ltd. (hereinafter referred to as "Fourier"), told reporters that Fourier plans to lay out the health care market, and the company's rehabilitation robots have entered more than 3,000 terminal hospitals around the world.
In addition, Shenzhen UBTECH Technology Co., Ltd. (hereinafter referred to as "UBTECH"), Leju (Shenzhen) Robot Technology Co., Ltd., Unitree Technology and other enterprises are aiming at the terminal application market such as industrial manufacturing robots, nanny robots, gardening robots, pet robots, etc.
Jiang Lei, chief scientist of the National and Local Humanoid Robot Innovation Center, told reporters that China is expected to produce 15,000 humanoid robots this year and put them into various industries, with a development rate exceeding that of new energy vehicles. The industry generally believes that 2025 will be the first year of mass production of humanoid robots.
"According to the National Bureau of Statistics, by 2030, the aging of the labor force will be aggravated, and the problem of population aging will be prominent. These problems can be solved with the help of humanoid robots. Jiang Lei said that solving the problem of labor shortage is an important demand point to promote the commercialization of humanoid robots.
"Up to now, the company's general humanoid robots have shipped more than 100 units, and downstream application scenarios include guided consultation, academic scientific research, efficiency empowerment, etc." Gu Jie said that the reason why the company chose the field of health care as a breakthrough is not only because of social needs, but also because Fourier started with rehabilitation robots and has ten years of accumulation in the field of medical rehabilitation. Up to now, Fourier has released two fully self-developed GRx series general-purpose humanoid robots, as well as the first open-source humanoid robot N1.
In addition, manufacturing industries such as automobiles are also key application areas for humanoid robots. For example, UBTECH's industrial humanoid robot Walker S series has entered the training of BYD Co., Ltd., Geely Automobile Holding Co., Ltd., SF Holding Co., Ltd. and many other enterprises, becoming the humanoid robot with the most factory training in the world, and has received more than 500 orders from car manufacturers.
China Merchants Securities Research Report believes that the application of humanoid robots in car factories, home factories and other scenarios is gradually common, and actions such as entering the factory to "work" are expected to further enhance and improve the robot's ability in motion control, perception, AI algorithm and hardware combination.
The accelerated exploration of application scenarios by downstream terminal enterprises has also pulled upstream enterprises in the industrial chain to further enter the humanoid robot track.
For example, Chaojie Fastening System (Shanghai) Co., Ltd. is an auto parts manufacturer, mainly engaged in high-strength precision fasteners and special-shaped connectors, etc., and has established a special team for humanoid robot business to research and develop fastening connectors related to humanoid robots, and actively explore the market and develop customers. On May 7, in response to investors' questions, the company said that it has obtained small batch sample orders from some customers such as Zhiyuan Robot.
On May 12, Baotou Instar Rare Magnetic New Materials Co., Ltd. said on the investor interactive platform that the company has sent samples to customers of humanoid robot motors.
Overall, at present, the humanoid robot industry is still in the early stage of commercialization. According to the research report of China Securities Securities, although the landing scenarios of humanoid robots are becoming more and more diversified, most of the current industrial chain companies are in the early stage of obtaining small batch orders or sending samples, and they still need to have continuous sales data verification.