Since this year, the robot industry chain has received much attention from the capital market. Wind information data show that as of August 10, the robot index rose by 18.72%, and the stock prices of many listed companies in the robot industry chain hit a new high in the year, and some manufacturers also acted frequently and invested in production expansion.

Demand for core components is strong

In August, some robot companies announced their own expansion of new situations. Sichuan Ford Robot Co., Ltd. announced the establishment of a wholly-owned subsidiary, Guangdong Tianchain Robot Co., LTD. (tentatively), with a registered capital of 70 million yuan. The main business of the subsidiary is robots and parts, automation equipment and automated production lines and automation systems.

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Public information shows that on August 2, Wuxi Huishan Economic Development Zone signed an investment cooperation agreement with the foreign harmonic reducer project side, and the research and development and production base of precision harmonic transmission devices was settled, and the total investment of the project reached 200 million US dollars.

“Since the beginning of this year, the robot track has been frequently favorable policies, at the same time, the concept of ‘humanoid robot’ and ’embodied intelligence’ on the market is hot, and the reducer, controller, servo motor as the core parts of the key components of the robot is still in the stage of accelerating the nationalization rate.” Lu Hanchen, director of the high-tech robot Industry Research Institute, told Securities Daily.

Goldman Sachs predicts that the market for humanoid robots could reach $154 billion in 2035 under the best-case scenario. Markets and Markets forecasts that the humanoid robot market will grow from $1.8 billion in 2023 to $13.8 billion in 2028, with a compound annual growth rate of 50.2%.

“The number of retarders and servo systems required by humanoid robots is higher than that of industrial robots, and the cost ratio should also be higher than that of industrial robots.” With the growth of the market, the demand for core components such as decelerators and servo systems for humanoid robots will also increase greatly.” Hua ‘an Securities chief analyst Yin Yanji believes.