The advent of domestic humanoid robots has set off a surge in the concept sector (attached to sorting out individual stocks in the industry chain)

On November 20, robot concept stocks rose sharply, and individual stocks triggered their daily limit, including Saiwei Intelligence, Wanji Technology, etc. This rising limit wave also swept nearly ten stocks including Yanhua Intelligent, Nanjing Panda, and Collier. On the news, three domestic robots were released last week, namely Fourier’s GR-1 humanoid robot, Kepler humanoid robot K1, and a professional-grade humanoid robot based on the open source Hongmeng system

The mass production of the GR-1 humanoid robot is on schedule, and the Fourier Intelligence WeChat video account released the relevant video on November 16

On November 17, Kepler Humanoid Robots released the Kepler Forerunner series universal humanoid robot K1. The robot is equipped with an infrared binocular 3D camera, a far-field four-micrometer linear array hearing sensor, a self-developed planetary roller screw, Self-developed rotary actuator, 12 degrees of freedom dexterous hand, etc.

On November 17, Shenzhen Kaihong Digital Industry Development Co., Ltd. and Leju Robot announced the official release of the first professional-grade humanoid robot based on the open source Hongmeng system.

Humanoid robots have unique advantages. First, it is more versatile and can adapt to complex human social application scenarios. Humanoid robots do not need to change the original working environment. Once the product matures, it can be directly applied to various demand scenarios. Due to their human-like characteristics, humanoid robots can better meet existing needs. It may initially be used in the To B field to provide services for boring, highly repetitive, or dangerous or harmful scenes that require manual replacement. Subsequently, it may meet the needs of service industries that interact more closely with humans. Secondly, humanoid robots will promote the development of embodied intelligence. Embodied intelligence is the key to artificial intelligence. It is an intelligent system that can understand, reason and interact with the physical world. It gives robots the ability to learn in practice and will become the next wave of artificial intelligence. Humanoid robots are expected to become the main output channel of artificial intelligence in the future, connecting virtuality and reality, bringing broader and more direct benefits

The agency believes that as the commercialization of Tesla humanoid robots continues to advance, domestic humanoid robots are also constantly emerging, commercialization is accelerating across the board, and they are optimistic about the commercialization prospects and market space of humanoid robots.

Image source: China Post Securities

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