Great news! Humanoid robot concept stocks hit daily limit in batches

On the evening of November 2, the Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots" (hereinafter referred to as the "Guiding Opinions"). It pointed out that by 2025, the humanoid robot innovation system will be initially established, a number of key technologies will achieve breakthroughs, and the entire machine will reach the international advanced level and achieve mass production.

Stimulated by the news, robot concept stocks rose sharply at the opening on November 3, with Greatoo Intelligent (002031.SZ) bidding at the daily limit. As of the noon closing of the day, Haozhi Electromechanical (300503.SZ) rose by 20.03%, Fengli Intelligent (301368.SZ) rose by 19.99%, Keli Sensing (603662.SH), Zhonglide (002896.SZ), Many stocks such as China Malaysia Transmission (603767.SH) have reached their daily limit

Accelerate the establishment of humanoid robot innovation system

Humanoid robots, also known as bionics, are robots designed to imitate human appearance and behavior, especially those with a body similar to humans.

Humanoid robots integrate advanced technologies such as artificial intelligence, high-end manufacturing, and new materials. Their industry development potential and broad application prospects are a popular track for future industries.

in the country, robots are developing very rapidly. Generally speaking, these robots have remote control, drive, memory and other functions. They use a combination of 17 serial bus intelligent servos, main control boards and metal brackets. These robots can create their own movements, including dancing, gymnastics, walking, somersaults, push-ups, etc., and are proficient in everything

It should be noted that my country’s humanoid robot industry already has a certain foundation in the early stage. It is necessary to continuously strengthen policy guidance, gather resources to promote key technological innovation, and cultivate new productive forces.

The "Guidance Opinions" issued by the Ministry of Industry and Information Technology make clear time plans and arrangements for the future development of the industry. By 2025, the humanoid robot innovation system will be initially established, cultivating 2 to 3 ecological enterprises with global influence and a group of specialized small and medium-sized enterprises

By 2027, humanoid robot technology will significantly enhance innovation capabilities, form a safe and reliable industrial chain and supply chain system, promote the acceleration of industrial scale development, and realize richer application scenarios

Domestic enterprises continue to make technological breakthroughs

In terms of key technological breakthroughs, the "Guiding Opinions" propose to take the lead in artificial intelligence technological breakthroughs such as large models, focusing on breakthroughs in key technologies such as the "brain", "cerebellum" and "limbs" of humanoid robots.

Specifically, develop the "brain" of humanoid robots based on large artificial intelligence models to enhance environmental perception, behavioral control, and human-computer interaction capabilities, develop the "cerebellum" that controls the movement of humanoid robots, build a motion control algorithm library, and establish a network Control system architecture.

At the same time, the system deploys the key technology group of "robotic limbs" to create humanoid robotic arms, flexible hands, legs and feet, and breakthroughs in technologies such as lightweight bones, high-strength body structures, and high-precision sensing. Accelerate the construction of a complete technological innovation system for the humanoid robot manufacturing industry, support leading enterprises in joining forces with industry, academia and research institutes to form an innovation consortium, and accelerate the integration of humanoid robots with cutting-edge technologies such as the Metaverse and brain-computer interfaces.

It is worth noting that my country’s outstanding enterprises in the field of robotics have gradually grown and developed after years of technological accumulation and precipitation, and have continuously made breakthroughs in cutting-edge technology, and related products have also been launched one after another

Fourier Intelligence launched China’s first commercial lower-limb exoskeleton robot as early as 2017, and will launch the gr-1 universal humanoid robot in 2023, marking the official entry of domestic robots into a new era of embodied intelligence.

Haozhi Electromechanical continues to provide reducer products to major robot companies. The company's motor-integrated reducer has been successfully developed and sold, and its harmonic reducer has been sold in batches.

Keli Sensing (603662.SH) has developed multi-dimensional force sensors such as three-dimensional force and six-dimensional force, which can be used for robot arm movement and workload monitoring, machining center engraving processing, etc. The company's future research and development directions include artificial intelligence Intelligence and big data analysis, etc.

Wuzhou Xinchun has successfully developed RV reducer bearings and harmonic reducer flexible bearings, which are used in the field of robot reducers. These products have been adopted by well-known domestic robot reducer corporate customers such as NGC and Laif Harmonic. As various types of robot technologies continue to mature and application scenarios continue to increase, the entire robot industry chain is expected to experience explosive growth. Wuzhou New Year will continue to promote the research and development of new products and use existing technology reserves to develop new customers. This business is expected to become the company's new profit growth point

Segmented areas worthy of attention

With the continuous advancement of technology, the entry of giants and the continuous incentives of policies, China's humanoid robot industry is expected to usher in opportunities to accelerate development. CITIC Securities stated that policies to substantively support the development of the humanoid robot industry will be introduced in the future

According to calculations by research institutions, it is expected that by 2030, the global humanoid robot market will reach 1.9 trillion yuan, of which the domestic market will reach 376.2 billion yuan

Huatai Securities stated that at the decision-making level, large models improve the robot's ability to understand natural language and strengthen its generalization ability. RT-2 output characters can directly correspond to the robot's coordinates, rotation angle and other information, realizing "hand-held "Brain coordination"; at the perception layer, the six-dimensional force/joint torque sensor is the force control core of humanoid robots and has high value and barriers. Some domestic manufacturers have achieved a leading position; at the execution layer, the torque density of the quasi-direct drive solution is higher High, and the penetration rate is expected to increase in the future. With the rapid development of multi-modal large models, the intelligence level of humanoid robots has been significantly improved, boosting the industrialization of humanoid robots.

Against the backdrop of accelerated industrialization of humanoid robots, domestic core component manufacturers are expected to benefit. Zheshang Securities recommends paying attention to the five key areas of humanoid robots, including motors, reducers, sensors, lead screws and complete robots

Specifically, for the motor direction, you can pay attention to companies such as MOONS ELECTRICAL APPLIANCES and Hechuan Technology; for the reducer direction, you can pay attention to Fengli Intelligent, Zhongli De, Haozhi Electromechanical and other companies; for the sensor direction, you can pay attention to Keli Sensing, Ao Zhi Electrical and other companies. Compared with companies such as Zhongguang; for lead screws, you can pay attention to companies such as Wuzhou Xinchun and Best; for complete machines, you can pay attention to companies such as Tuopu Group and Sanhua Intelligent Control.

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