On February 18, some stocks in the humanoid robot sector strengthened again, among them, Hangzhou Forward Gearbox Group Co., Ltd. (hereinafter referred to as "Hangzhou Tooth Forward") and Sichuan Jinding (Group) Co., Ltd. (hereinafter referred to as "Sichuan Jinding") both rose to the limit.
Yuan Shuai, deputy secretary-general of Zhongguancun Internet of Things Industry Alliance, said in an interview with a reporter from Securities Daily: "The rapid development of AI technology provides strong intelligent support for humanoid robots, and the continuous promotion of the policy level has injected strong impetus into the development of the industry. "
Zhi Peiyuan, vice president of the Investment Committee of Listed Companies of the China Investment Association, added in an interview with the Securities Daily: "In terms of market demand, some repetitive and dangerous jobs have greatly increased the demand for humanoid robots; At the same time, enterprises also hope to use robots to improve production efficiency and reduce labor costs. This provides a broad market space for humanoid robots, thereby promoting the continuous rise of related concept stocks. "
Listed companies have been laid out
A number of listed companies have laid out. For example, based on the forward-looking layout in the field of artificial intelligence, Shenzhen Fenda Technology Co., Ltd. (hereinafter referred to as "Fenda Technology") has established partnerships with Amazon, Alibaba, Huawei and other leading enterprises in smart products, and its first home consumer-level artificial intelligence product "Yuan Radish SenseRobot" AI chess robot cooperated with SenseTime Technology has been shipped in batches and sold on Tmall and Jingdong Mall. In December 2023, Fenda Technology also signed the "Strategic Cooperation Framework Agreement" with Shanghai Feixi Robot Technology Co., Ltd., in which the two parties agreed to cooperate in the fields of manufacturing, operation empowerment, and technology research and development to jointly promote the rapid development of the robot industry.
In January 2024, Sichuan Xingong Green Hydrogen Technology Co., Ltd., a subsidiary of Sichuan Jinding, independently developed and designed the "Tiangong No. 1" autonomous driving storage and charging robot, which takes smart Internet of Things technology as the core and integrates core capabilities such as autonomous driving robots, industrial and commercial energy storage, third-generation semiconductor gallium nitride technology, charging piles, V2G, emergency power protection, and peak-to-valley arbitrage. During this year's Spring Festival, the "Tiangong No. 1" autonomous driving storage and charging robot has been put into use in many places across the country, and its unique energy storage advantages have effectively guaranteed the smooth travel of new energy vehicles.
Hangzhou Tooth, a leading enterprise in the gear manufacturing industry, announced on February 18 that the "high-integration and high-power density joint component technology" project undertaken by the company is still in the initial stage of research. It is reported that the project aims to break through the technical problem of "drive-drive-sensing" integrated joint integration, and finally develop joint components with high torque, high thrust density and high dynamic response and realize localized demonstration applications.
Fulin Precision Co., Ltd., an auto parts company, also announced a few days ago that the company signed the "Humanoid Robot Application Project Investment Cooperation Agreement" with Shanghai Zhiyuan Xinchuang Technology Co., Ltd. to jointly invest in the establishment of a joint venture company to implement the humanoid robot project, and signed a project investment agreement with the People's Government of Fucheng District, Mianyang City, planning to invest 110 million yuan to build a robot intelligent electric joint module R&D and production base project, and boost the company's business to extend to the robot industry.
The industry ushered in a period of rapid development
On the current development stage of the humanoid robot industry, Wu Gaobin, Secretary-General of the New Quality Productivity Committee of the Chinese People's Association, said in an interview with the "Securities Daily" reporter: "Driven by policy, technology, market and other factors, China's humanoid robot industry has achieved remarkable results, a number of humanoid robot products with independent intellectual property rights have been successfully developed and put into the market, and the development of humanoid robots is in a period of rapid rise. "
Yuan Shuai said: "At present, China has made significant breakthroughs in the key components of humanoid robots, motion control, artificial intelligence algorithms and other fields, and at the same time, upstream and downstream enterprises in the industrial chain are also actively strengthening cooperation to jointly promote the rapid development of the humanoid robot industry, and the industry as a whole is showing a vigorous development trend." "
According to the research report released by Guojin Securities, driven by the wave of science and technology, humanoid robots have become one of the most certain directions in the future, and have been supported by top policies, government and enterprise funds and science and technology leaders at home and abroad, and the industry has entered a period of rapid development. From the perspective of industrial development rhythm, the humanoid robot industry is expected to enter the first year of mass production in 2025, and usher in a commercial explosion in 2026.
Zhang Xinyuan, head of research at Kefangde Think Tank, said in an interview with a reporter from Securities Daily: "With the continuous progress of technology and the continuous expansion of application scenarios, humanoid robots will be applied in more fields, such as medical care, education, entertainment, etc.; At the same time, with the advent of an aging society, the demand for humanoid robots to assist the elderly in life and rescue will also continue to grow. Therefore, the humanoid robot market will be a huge market in the future, and industrial chain enterprises should seize the opportunity to strengthen technological innovation and research and development, actively expand application scenarios, and prepare for future development. "
"In addition to traditional industrial and service industries, humanoid robots will also have great potential for applications in the fields of family companionship, medical care, and space exploration. From the perspective of market size, with the continuous expansion and popularization of application scenarios, the humanoid robot market is expected to usher in explosive growth. Zhi Peiyuan said.