Under the leadership of the Tesla human -shaped robot Optimus, since 2023, new humanoid robots at home and abroad have ushered in "blowouts", and all kinds of products have continued to emerge.
CITIC Securities pointed out in the research report that the rapid breakthrough of core component technologies such as artificial intelligence and motors has laid a solid foundation for the high -speed development of the humanoid robot industry in the new era.As a world factory, under the catalysis of domestic policies, my country is expected to open the cost of reducing the cost of humanoid robots to help its commercial mass production.
It is expected to mass production next year
Recently, CEO Elon Musk revealed that Optimus has performed some tasks in the factory, and the product is becoming more and more powerful.
According to the latest video of Optimus launched by Tesla, humanoid robots can visually autonomously avoid obstacles, build maps, transport parts, and interact with humans autonomously, and can also pass items according to human needs.
Compared with previously, the content in this video is a better display for the current Optimuss autonomous ability. The robot initially has the availability in the factory.
Many institutions generally believe that industrial manufacturing will become the first scene of humanoid robots. In the secondary business service field, household consumption terminals will be applied at the end but the potential is the largest.CITIC Securities pointed out that next year will be the year of mass production of humanoid robots, and Optimus robots will gradually deploy in factories.
Musk predicts that by 2040, the number of robots will exceed humans, and at least 10 billion robots will be put into use.Each price is between $ 20,000 and $ 50,000, which will stimulate the markets optimistic expectations for the development of humanoid robots.
New Opportunities for the 100 Billion Market
The critical stage of actual transition.With the promotion of industry giants such as Tesla and Huawei, related technologies are becoming more mature, and the industrial chain has continued to improve, especially in terms of high -efficiency cost reduction in the industrial chain and the empowerment of large models.
From the perspective of policy, the country and localities have successively launched a series of favorable policies to actively promote the development of the humanoid robot industry.It is understood that the products of many domestic humanoid robot enterprises have begun to produce and deliver small batches. Customers are mainly university scientific research institutions, artificial intelligence enterprises and smart manufacturing enterprises. Some humanoid robots have realized commercialization in industrial manufacturing scenarios and commercial service scenarios.Land.
Industry insiders said that the humanoid robot industry is still in the bud stage of "from 0 to 1".As more and more players enter the game, the development of the humanoid robot industry is expected to accelerate.
According to the "Research Report on the Human Robot Industry", it is expected that the size of the Chinese humanoid robot market in 2026 is over 10 billion yuan, which is expected to reach 10.471 billion yuan.It is expected that by 2029, the market size is expected to expand to 75 billion yuan, accounting for 32.7%of the global market; by 2035, the scale of the Chinese humanoid robot market is expected to reach 300 billion yuan.
Domestic companies compete for new tracks
At present, many listed companies compete for the humanoid robot track, Want to enter the frontier technology field.Analysts said that they can focus on cross -border integration directions.The first is the combination of automotive and humanoid robots. Automotive industry related companies are entering the humanoid robot market through investment or independent research and development. They use their technological accumulation in the field of new energy vehicles and autonomous driving to promote the development of humanoid robots.
Followed by the combination of artificial intelligence and robotic industry, the development of humanoid robots is inseparable from advanced artificial intelligence technology. Applying AI technology to humanoid robots can also improve their people in human beingsPerformance in the interaction.
In addition, you can focus on core segmentation areas such as the brain, sensing system, and sports system.Humanoid robots require a large number of high -precision mechanical parts, such as harmonic reducer, sensors and motors, which all bring new growth curves of related companies.
Five Chau New Year in Zhejiang, continuously expanding the screw business layout, and now the rapid iteration of the screw products has been completed, including trapezoidal screws, rolling bead screws, planetary rolling screw screw bars; Have a variety of talents, design, R & D and other talent echelon reserves; have independent design and positive development capabilities based on customer needs.
In the field of humanoid robots, Wuzhou New Year has developed new products such as dexterous hand micro -screw, linear actuator planetary roller bars, among which the planet roller screw has been achieved in small batches.Sales, institutions are generally optimistic about its long -term growth potential.
In recent times, the concept stocks of humanoid robots have performed strongly.On November 11, a number of concept stocks rose collectively. Fengli Intelligent (301368.SZ) rose 10.94%, Topp Group (601689.SH) rose 10%, Liancheng precision rose 10%, Sanhua Intelligent Control (002050).Sz) rose 9.57%, and Wuzhou New Year rose 8.38%.It seems that the broad development space of humanoid robots has also attracted the continuous attention of investors.
