Prospective layout

PC834-001-T It is worth noting that before the suspected matching of Tesla humanoid robots, Sanhua Intelligent Control and Topu Group have not matched robot host companies, and are “new recruits” in the robot industry.

In the announcement, neither company explicitly stated that the plan to invest in the production base is to support humanoid robots.

PC834-001-T However, the market can still find the possibility of matching humanoid robots from the clues of the two companies’ disclosure of investment plans.

From the perspective of industrial logic, whether it is industrial robots or humanoid robots, they have the concept of universal accessories, and the core components of both include electrical and mechanical drives, actuators and controllers.

PC834-001-T From the perspective of commercialization, up to now, industrial robots are mainly used in the field of industrial manufacturing, the industry covers energy, automobiles, 3C manufacturing, etc., and it is also the earliest and most popular industry for the commercialization of the pan-robot industry.

In contrast, there is a question mark over whether humanoid robots really have the “trillion” market that Musk has described.

However, from the perspective of investment scale, the industry is generally recognized as two “5 billion”, which is bound to have a great relationship with humanoid robots.

PC834-001-T For example, Sanhua Intelligent control said in the announcement that Xiantu Electronics intends to invest in the construction of Xiantu intelligent frequency conversion controller production base project in Qiantang District, with a planned total investment of no less than 1.2 billion yuan; The company intends to invest in the development and production base of robot electromechanical actuators and domain controllers in Qiantang District, with a planned total investment of no less than 3.8 billion yuan.

Topu Group said that of the 5 billion investment plan, 3 billion yuan is fixed asset investment.

PC834-001-T In this regard, Lu Hanchen, director of the high-tech robot Industry Research Institute, told reporters that although from the industrial logic, the products of the two companies can indeed support industrial robots, including collaborative robots. However, in terms of amount and volume, the corresponding scale of investment is difficult to digest only through industrial robots. Therefore, both projects are highly likely to be forward-looking layouts in the field of humanoid robots.

“The collaborative robot market is not enough to support such a large demand for the time being, so the great probability is to make a forward-looking layout for humanoid robot projects,” Lu Han Chen told reporters, “From the current PC834-001-T company’s external reply information, 5 billion investment in the field of new energy vehicles domain controller projects accounted for the largest proportion.” The reason why the layout of the robot business is because some of the company’s original customers have entered the industry, and the company is actively following. In addition, the $5 billion investment will be spread out over many years, and the robotics business is a forward-looking layout and will be cultivated as one of the core businesses in the future.”