With the support of relevant national policies and good news for the industry, the popularity of the humanoid robot industry continues to rise.

In terms of policy, on October 14, Wang Jiangping, Vice Minister of the Ministry of Industry and Information Technology, said at a press conference of the State Council Information Office that implementation opinions will be issued to promote the innovative development of future industries and vigorously develop new fields and tracks such as humanoid robots.

In terms of the industrial chain, Agility Robotics recently announced that its world's first humanoid robot factory "RoboFab" has officially started assembling robots, and the factory's production capacity will reach hundreds of units in the first year. In addition, the company has begun testing its bipedal robot Digit with well-known customers such as Amazon and GXO Logistics, with an annual production target of 10,000 units.

Guo Tao, deputy director of the China E-commerce Expert Service Center, said in an interview with the Securities Daily reporter: "A series of policies have provided clear guidance and support for the development of the humanoid robot industry. The establishment and mass production of the world's first humanoid robot factory RoboFab marks an important step for humanoid robots from the research and development stage to industrialization and large-scale production. With the increase in production, the application scope of humanoid robots will be further expanded, and market demand will be better met, thereby driving the development of the entire upstream and downstream of the industrial chain."

Humanoid robot industry

Welcome to a broad market space

In addition to the Ministry of Industry and Information Technology's re-mention of promoting the construction of the humanoid robot industry, Beijing, Shanghai, Shenzhen, Qingdao and other places have recently introduced policies related to the development of humanoid robots, formulated development paths and corresponding safeguards, in order to promote my country to achieve more innovative results and application breakthroughs in the field of humanoid robots.

"These policies will not only help guide the flow of funds, promote technological research and development and innovation, but also help solve the difficulties and problems encountered in industrial development. The guiding role of policies will accelerate industrial agglomeration and form a good development environment." Guo Tao said.

"Humanoid robots have a trillion-yuan blue ocean market, with many application scenarios in the household market, business market and industrial production market. With the continuous improvement of the intelligence of humanoid robots, the application scenarios will continue to expand, the industry chain enterprises will benefit as a whole, and the market size will show exponential growth." Zheng Lei, chief economist of Samoyed Cloud Technology Group, said in an interview with a reporter from Securities Daily.

Zheng Lei said that the opportunities currently facing the development of the humanoid robot industry mainly include the development opportunities of emerging industries brought about by the global wave of technological innovation, the policy support of national and local governments, and the development opportunities brought about by the increasing application demand of robot technology in various industries.

"With the advancement of technologies such as artificial intelligence and intelligent manufacturing, the global demand for automated and intelligent equipment is growing, and the humanoid robot industry will usher in a broader market space." Zhang Yue, chairman of Aoyou International, said in an interview with a reporter from Securities Daily.

Listed companies in the industry chain

Responding to market concerns

The humanoid robot industry chain is mainly composed of upstream components, midstream humanoid robot bodies and downstream terminal applications.

"At present, my country's humanoid robot supply chain is still under construction. With the gradual establishment of the humanoid robot innovation system and the continuous breakthroughs in a number of key technologies such as 'brain, cerebellum, and limbs', my country will be expected to gradually form an efficient and reliable humanoid robot industry chain and supply chain system." Pan Jun, a visiting professor at Donghua University, said in an interview with a reporter from Securities Daily.

Qiu Shiliang, co-director of the Zhejiang Securities Research Institute, said that with the continuous breakthroughs in technology, the gradual improvement of the industrial chain, and the continuous support of policies, the humanoid robot industry is expected to become another disruptive industry after computers, smart phones, and new energy vehicles. In this technological revolution, domestic companies are actively making plans and striving to gain the upper hand in global competition.

At present, the number of domestic humanoid robot-related listed companies exceeds 100. According to iFinD data from Tonghuashun, since 2024, 73 A-share companies involved in humanoid robots have been intensively investigated by institutions. Many related companies responded to the layout and progress made.

Zhenyu Technology recently stated that the company has gradually achieved technological breakthroughs in the precision parts required in the field of humanoid robots, and achieved small-batch delivery of products. The motor core business of its drive module has also begun to obtain orders and gradually increased.

Leisai Intelligence said that the current orders in the field of humanoid robots are small batches. The company's hollow cup motor has been successfully mass-produced with an annual production capacity of 120,000 units. The products have been provided to more than a dozen customers in the field of robots for testing, verification and trial, and have been initially recognized.

Changying Precision said that the company's layout in the field of humanoid robots is mainly in precision component products. It has established a cooperative relationship with AI Figure and North American humanoid robot leading companies, and has received orders.

Jiangsu Leili said that the company has formed a full range of product layouts in the field of humanoid robots, including "hollow cup motor + servo motor + integrated motor for joints + frameless torque motor + reduction box + screw + sensor, encoder, drive controller, etc.".

Zhang Yue said that for listed companies in the humanoid robot industry chain, it is recommended to strengthen technological innovation and product research and development, actively respond to national policies and market demands, continuously optimize products and services, and improve product quality and performance. At the same time, we should pay attention to the cooperation and coordinated development of upstream and downstream of the industrial chain, strengthen industrial chain integration and resource integration, and improve overall competitiveness.

Article source: Securities Daily

Reporter: Li Wanchenxi

Release time October 15, 2024

Original URL: http://epaper.zqrb.cn/html/2024-10/15/content_1090194.htm