The Future of Humanoid robots

Although Green’s harmonic performance and downstream demand are less than expected, but because the company’s harmonic reducer can be widely used in humanoid robots, its share price has risen more than 40% since October 23 this year. A number of domestic research institutions believe that the reducer has a core role in controlling the joint movement of humanoid robots.

Some analysts in the industry told the “Science and Technology Board Daily” reporter that the humanoid robot industry is currently in the 0-1 stage, if the early market entry period into the growth stage, the demand for humanoid robots will be fully erupted. “Like the joints of the robot’s upper body, such as fingers, elbows, shoulders and other parts that require higher volume and flexibility, the harmonic reducer can play a better role.”

Guosheng Securities analyst Liu Gaochang said that if it is expected that the number of harmonic reducer for the main joint of a single humanoid robot is 9-14, the price of harmonic reducer is about 1000-5000 yuan; Assume a single humanoid robot harmonic reducer dosage 10, the unit price is assumed 1500 yuan, the value of a single humanoid robot harmonic reducer 15,000 yuan.

3500/91-01-01

“From the perspective of the market development of humanoid robots, the long-term expectations are optimistic.” The above industry analysts pointed out that from the current point of view, green Harmonic from the new investment project to reach production there is still some time, the company is still dependent on industrial and service robots for a certain period of time. Domestic and foreign humanoid robots are also in the early stage of the market outbreak, from technology maturity to application landing to the overall mass production “all still need time.”

The above industry insiders believe that when humanoid robots enter the mass production stage, the parts industry chain may usher in a fall in cost prices, but at the same time, the output outbreak may have a certain impact on the gross profit margin of relevant companies.