Since February this year, the robot sector has rebounded strongly, the humanoid robot concept stocks broke out, the sector rose an average of 16.03%, Saimo Intelligence, Sheng Hong Technology, Fengli Intelligence, Jinzi Tianzheng, Giant energy shares, Mingzhi electrical appliances and other six shares have increased by more than 30%, of which Saimo Intelligence rose by more than 50%.

8440-2085  On the news, according to Caixin, citing Bloomberg, people familiar with the matter revealed that Amazon founder Bezos, Nvidia, Microsoft and OpenAI will all provide financing to Figure AI, a humanoid robot startup. Figure AI is developing a humanoid robot with the goal of finding new applications for artificial intelligence.

Nvidia also announced that it will host GTC 2024 from March 18-21 at the SAN Jose Convention Center. At that time, the company’s founder and CEO Jen-Hsun Huang will announce the latest breakthrough results in accelerated computing, generative AI and robotics.

Tesla also shared a new video via its social media accounts on February 24, showing off the smooth walking capabilities of its Optimus humanoid robot under development. Since the beginning of this year, Tesla has released three Optimus videos on January 16, January 31, and February 24 to achieve continuous iterative upgrades of humanoid robot performance.

Southwest Securities research report said that 8440-2085  the humanoid robot industry progress time line has been further clarified. On January 25, Musk said in the 2023Q4 earnings conference call that humanoid robots would be shipped in 2024; On February 21, the robot actuator assembly manufacturers further clarified the time line expectations of the development of the robot industry in the telephone conference, and it is expected that the end of the B stage in 24Q2 (the second quarter) → supplier fixed-point → Stage C → mass production at the end of 24 / early 25, and firm confidence in robot mass production.

On Jan. 18, Figure partnered with BMW to bring humanoid robots to car production; On February 22, domestic robot manufacturer Youbixian released the first practical training video of WalkerS entering the NIO factory. At present, the application scenarios of humanoid robots are gradually clear.

8440-2085  For the hot concept of humanoid robots, CITIC Securities research report said that the main reason is that the progress of Tesla humanoid robot industry chain is expected to improve, AI giants ignite the fire of robot technology innovation, the policy end and the manufacturer end continue to be updated, and the liquidity problem is alleviated to provide conditions for the plate rebound. The progress of industrial development will be greatly accelerated with the support of AI. The rebound is in its initial stages, and 2024 will be a year of rapid development for humanoid robots.

In fact, in the field of humanoid robots, China also has industrial policy support. On January 29, seven departments including the Ministry of Industry and Information Technology officially issued the “Implementation Opinions on Promoting Future Industrial Innovation 8440-2085  and Development”. Among them, creating iconic products requires strengthening future high-end equipment, humanoid robots require a breakthrough in high torque density servo motors, high dynamic motion planning and control, bionic perception and cognition, smart hands, electronic skin and other core technologies, focusing on promoting the development and application of products in intelligent manufacturing, home services, special environmental operations and other fields. Changjiang Securities said that the above policy release once again shows the government’s attention to the humanoid robot industry track.

It is worth noting that since the beginning of this year, the institution has paid great attention to the humanoid robot plate and conducted frequent investigations. For example, No. 9 company-WD, Opte, Huichuan Technology, IFLYTEK EfT-U, Estun, etc. have been investigated by more than 50 institutions. Among them, Company No. 9 -WD has 101 institutions intensive research.

After the Spring Festival, the humanoid robot leader Sanhua Intelligent Control became the company with the largest number of research institutions, with 498 institutions investigating the company, including 99 funds, 47 securities companies, 63 private equity companies, 38 insurance funds and so on.

In terms of robot progress, Sanhua Intelligent control said that a new round of scientific and technological innovation is accelerating, and the world’s major developed countries will use robots as the focus of competition in the science and technology industry, and China also attaches great importance to the development of the robot industry. The bionic robot industry is currently in a period of rapid development, which is an opportunity for China’s robot industry, and the market prospect of machine substitutes is broad and the certainty is high. The company mainly focuses on electromechanical actuators, through its own advantages, comprehensive cooperation with customer product development, trial production, adjustment, design to meet the needs of bionic robot electromechanical actuator products, the company is very confident.

Everbright Securities Research report also believes that 2024 is the year of accelerated development of humanoid robots, technology upgrades, product releases and industrial chain verification will continue to appear, bringing continuous catalysis to the plate.

In terms of investment, Everbright Securities suggested focusing on Sanhua Intelligent control, Topu Group, emerging equipment; In the sensor link, pay attention to Hanwei Technology, Keli sensing, Shenhao Technology; In the lead screw link, pay attention to best, Wuzhou New Spring, Hengli hydraulic; In the motor link, pay attention to Mingzhi electrical appliances, Wei Chuang Electric and other stocks.