Tesla's entry to detonate humanoid robot concept stocks already have some listed companies actively deploying

Reporter Li Qiaoyu

Lear reporter Xu Linyan

Recently, the activity of robotic concepts has increased. On August 8th, the robot concept stock rebounded. As of the close, the robot concept index rose 1.91%as a whole. Kangli Elevator, Yawei, Southern Seiko and many other listed companies rose daily limit. share.

On August 4, Musk posted a new picture of Tesla Optimus at the annual shareholders' meeting of Tesla to promote the upcoming AI day. The photo is the arms of the prototype of the Optimus robot. On the same day, Musk reiterated again, "From the long run, Optimus robots will be more valuable than cars and will completely change the entire economy."

Facing the vast market, my country's A -share listed companies also have a layout in humanoid robots. At present, they have developed very rapidly in four -foot robotics.

Yinlun shares said, "The current most effective method of liquid cooling heat exchange system, the company has a unique technical advantage in chip's cooling heat exchange and completely self -control."

Humanoid robots will also use flexible electronic technology, such as flexible electronic skin, flexible tactile sensors, flexible bending, etc. In this regard, Hanwei Technology said, "These are the technical directions and real applications of the company's holding subsidiary Suzhou Nengsda."

According to CITIC Securities Research Report, the humanoid robot is the ultimate development goal of the robot industry. At present, common robots are only the subsets of humanoid robots. Tesla's entry is expected to promote the industry from the laboratory stage to commercialization.

On August 8th, the first four -foot robot "MAX" was released for less than a year and a half. Tencent released the second -generation product again, referred to as "MAX2.0". These two generations of MAX products were developed by Tencent Robotics X Labs. It is a multi -mode four -foot robot with one leg. Official information shows that MAX2.0 can complete high -difficult movements such as rotating steps and single pile jumps on the plum piles. The speed of the pile has reached 4 times that of the first generation of robots.

"At present, the robot industry does face some development difficulties, such as the lack of basic underlying technology, the lack of talents, and the low -end industries in some fields." Lu Hanzhang, director of the Institute of High Industry Robot Industry Research Institute, told the Securities Daily reporter, " In order to solve these problems, robotic companies also need to work hard in these three aspects. One is to improve technology; the other is to break through and differentiated development in the segmented field; the third is to cultivate talents in large quantities.

Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, said that the Securities Daily reporter said that humanoid robots are still in the laboratory stage in the world. The product's cost performance is poor and commercialized. A project often needs to invest a lot of funds and senior talents. However, due to the high cost of the product and difficult to land, many star projects overseas have been closed.

Despite many difficulties, the robot industry is a high -quality track.

CITIC Securities believes that the robot industry can excavate investment opportunities from the three directions: industrial chain, domesticization and new categories. Specifically, the direction of the industrial chain is to dig opportunities from the perspective of navigation positioning modules, motion control modules, perception interactive modules, chips, batteries, etc. In the direction of domesticization, domestic leading humanoid robot companies are the best choice of Youbi, and other robot field leaders in the field of other robots areas. It may also be cut into the humanoid robot market; in the direction of new categories, before the general -scale humanoid robot has a large -scale commercialization, it is recommended to pay attention to cleaning robots, drones, and distribution robots.

From a global perspective, technology giants have chosen high premiums to enter the robot track.

On August 5, IROBOT issued an announcement that Amazon would acquire IROBOT for $ 1.7 billion. In this regard, CITIC Securities believes that on the one hand, the merger and acquisition will highlight the background of the major technology giants to lay out the robot track, the strategic value of robotic assets is highlighted; on the other hand, the screen sweeping robot industry is accelerating, and domestic leaders have ushered in expansion Good opportunity, optimistic about the development prospects of the robot industry.

"Generally speaking, the robot industry in my country is still in the early stage of development, the potential space is huge, and innovative products continue to emerge." Lu Hanzheng said.

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