Last week, CITIC Securities released a research report, showing great confidence in the future development of the humanoid robot industry, that the field is about to usher in a new round of wave market. The research report suggests paying attention to four main lines: humanoid robot industry chain, machine production and scene landing, parts manufacturers and production equipment and material manufacturers. In particular, the components are recommended to focus on motors, linear drives and control chips.

DT680E GJR2923100R1 DT680B-E With the help of policies, humanoid robots usher in new opportunities for development

At the policy level, national and local governments are actively laying out the humanoid robot industry. Shanghai has established a national and local humanoid robot innovation center, and Shandong, Hubei, Anhui and other provinces have also launched implementation plans for the development of humanoid robot industry. These initiatives will provide strong support for the research and development and application of humanoid robots and promote the rapid development of the industry.

At the enterprise level, Tesla unveiled an update on its Optimus humanoid robot, showing off skills such as battery sorting. Yushu Technology released its humanoid robot G1, which starts at 99,000 yuan, and although the price exceeded market expectations, it still attracted wide attention. Elephant Robot and Zhuji Technology have also completed a new round of financing, and traditional auto companies such as GaC and Chery have also begun to enter the field of humanoid robots. This shows that more and more enterprises are joining the research and development and production of humanoid robots, and the market competition is becoming increasingly fierce.

Technological breakthroughs in key components have greatly improved the performance of humanoid robots

The development of humanoid robot is inseparable from the breakthrough of key component technology. In terms of motors, Wespecial Motor has introduced brushless slotted motors and hollow cup motors, which adopt brushless, core-removing and cogging design, greatly improving the performance and efficiency of the motors. In terms of transmission, advances in micro speed reducer and micro screw technology have significantly improved the dexterity and accuracy of robots. Hamenaco’s microactuators for robotic dexterous hands are a good example.

DT680E GJR2923100R1 DT680B-E Tesla’s dexterous hand is expected to achieve increased freedom, and the tendine-driven motor is external, and the micro lead screw may be embedded. The application of these technologies will make the hand operation of humanoid robots more flexible and accurate, closer to or even beyond the performance of human hands. It is foreseeable that humanoid robots will play a role in more fields in the future, such as precision assembly, surgical assistance, etc., bringing great convenience to human life and production.

In short, under the dual drive of favorable policies and positive corporate layout, the humanoid robot industry is ushering in new development opportunities. However, at the same time, it should also be noted that this field is still facing risk factors such as the industrialization process is not as expected, the localization of core components is difficult, the downstream demand is insufficient, and the market competition is intensifying. Investors need to be rational, carefully choose investment targets, and grasp the development opportunities of the humanoid robot industry.