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Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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Horizon Robotics (09660) leads the Robot Concept; Institutions expect that the mass production plans of leading Ontology manufacturers will drive the ecological layout of the domestic components supply chain.
Jinwu Financial News | The concept of robotics continues to be hyped. UBTECH (09880) submitted an application for full circulation of Listed in Hong Kong to the China Securities Regulatory Commission last Thursday, with its stock price still rising by 8.14%. Among other concept stocks, Horizon Robotics (09660) increased by 14.56%, COWELL (01415) rose by 7.47%, Yuanjiang (02432) went up by 7.21%, Suton Ju Chuang (02498) climbed by 6.68%, and FOURTH PARADIGM (06682) grew by 5.14%. According to TrendForce data, there are already 11 mainstream humanoid robot Ontology manufacturers in the Chinese market in 2024.
Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.
Open Source Securities: The humanoid robot half marathon showcases the advantages of China's Industry Chain, and the technological shortcomings are also clearer and more defined.
As a concrete demonstration of the national strategy for humanoid robots, the "One Competition, One Conference" industrial ecosystem strategy is also a warm-up for the upcoming World Humanoid Robot Games to be held in August.
The first "half marathon" for humanoid robots has begun. How can they overcome their "physical limits"?
① The journalist interviewed the participating star seed players Song Yan Power, Lingbao Siasun Robot&Automation, and Peking Human-Robot Innovation Center; ② The challenge of robots running a half marathon mainly lies in Hardware stability, including the Ontology and joints' load-bearing capacity, durability, heat dissipation, as well as Battery endurance and energy management.
