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Humanoid robots are expected to become a disruptive industry after computers, smartphones, and new energy vehicles.

On August 21, the 2024 World Robot Conference opened in Beijing. This conference will hold a three-day main forum and 25 special forums, and the Robot Expo, which has been the most popular among visitors in previous robot conferences, will also be held at the same time. By then, 169 companies will exhibit more than 600 innovative products, including more than 60 first-time new products.

According to Liang Liang, deputy secretary-general of the China Electronics Society, this year is the year with the most humanoid robots on display, with a total of 27 humanoid robot manufacturers showcasing their robot products, as well as more than 30 companies from upstream and downstream of the humanoid robot industry chain.

27 humanoid robots from leading companies such as Beijing Embodied Intelligent Robot Innovation Center, Yushu Technology, UBTECH Robotics, Zhiyuan, and Xingdong Jiyuan will be unveiled at the Expo. In addition, Tesla's Optimus humanoid robot, Cyber ​​​​cross-country travel vehicle, and FSD (full autonomous driving capability) will all be unveiled, among which the Optimus humanoid robot will make its debut in Beijing.

Influenced by the good news, robot and reducer concept stocks rose at the opening today.Xiangyang Bearing, Yijiahe2 consecutive boards,Lixing Shares20cm daily limit,Changsheng BearingAt one point, it hit the daily limit.StarNet Yuda, Rapoo Technology, Lingyi Intelligent Manufacturing, ASD, Baota Industry, Yuanda IntelligentWait for multiple stocks to hit the daily limit,Shuangfei Group, Ming's ElectricAnd so on have become stronger.

2024 is expected to become

The first year of commercial use of humanoid robots

Under the policy's "east wind", the research and development of humanoid robots has entered the fast lane. The "Guiding Opinions on the Innovation and Development of Humanoid Robots" issued by the Ministry of Industry and Information Technology in October 2023 pointed out that it is necessary to accelerate the innovation and development of my country's humanoid robot industry.It is planned that by 2025, the humanoid robot innovation system will be initially establishedA number of key technologies such as "brain, cerebellum, and limbs" have made breakthroughs to ensure the safe and effective supply of core components;By 2027, the technological innovation capability of humanoid robots will be significantly enhanced, and its comprehensive strength will reach the world's advanced level.

Xu Xiaolan, former vice minister of the Ministry of Industry and Information Technology and president of the China Electronics Society, said at a press conference for this year's World Robot Conference that with the joint efforts of various parties including enterprises, governments, and users, my country's humanoid robot industry is on the eve of a "blowout."

Recently, there has been a lot of news in the humanoid robot industry. On August 18, Zhiyuan Robotics released five new commercial humanoid robots in the two series of "Yuanzheng" and "Lingxi" - Yuanzheng A2, Yuanzheng A2-W, Yuanzheng A2-Max, Lingxi X1 and Lingxi X1-W, and demonstrated its independent research and development results in the four major areas of robot power, perception, communication and control.At the same time, it was announced that mass production will begin in October this year.

On August 12, the Chengdu Humanoid Robot Innovation Center learned that China's first robot multimodal model (RRMM) and dual-arm collaborative system (RTACS) were officially released. This achievement will promote breakthroughs in the core technologies of humanoid robots in my country.

On the evening of July 28, the first humanoid robot stock listed on the Hong Kong Stock ExchangeUBTECHThe company released a semi-annual performance forecast, and it is expected to achieve revenue of approximately RMB 450 million to RMB 500 million in the first half of 2024, an increase of approximately 72% to 91% over the same period last year. The company stated that the increase in revenue was mainly due to the completion of the delivery of projects contracted in the previous year during the period, which led to an increase in the group's revenue from educational intelligent robots and intelligent robot solutions; the company continued to launch new consumer-grade intelligent products, driving the growth of revenue from consumer-grade robots and other intelligent hardware devices.

Many A-share listed companies have already made comprehensive efforts in their strategic layout in the field of humanoid robots.

Siling sharesThe robot component products are planned to cover industrial robots, collaborative robots, humanoid robots and other fields. Its harmonic reducer and actuator modules are expected to reach mass production standards in the third quarter of this year.

Keli SensorThe product and technology development of six-dimensional force sensors has been completed. Samples have been sent to one domestic humanoid robot customer. Customized production is in progress for four domestic humanoid robot customers, and samples will be sent out after completion.

Central control technologyAccelerate the application of "AI + Robot". Recently, the Zhejiang Humanoid Robot Innovation Center, in which it has invested, launched the first humanoid robot "Navigator 2 NAVIAI" with precise skill operation capabilities.

Zheshang Securities stated that with the support of leading manufacturers in the fields of artificial intelligence, new energy vehicles, consumer electronics, industrial robots, etc., it is expected that the humanoid robot industry will enter the first year of small-scale mass production in 2024, and the progress of industrialization is expected to exceed expectations.

Humanoid robots open up a new blue ocean track

As the aging trend of society intensifies and labor costs rise, the market demand for humanoid robots is increasing day by day, and humanoid robots are expected to become a sunrise industry.

Meng Xia, manager of Harvest Fund Management, said that humanoid robots integrate advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, and have been explicitly defined by the Ministry of Industry and Information Technology as "expected to become a disruptive industry after computers, smart phones, and new energy vehicles."

From the perspective of market space, humanoid robots are expected to become a blue ocean market worth hundreds of billions of dollars. According to the forecast of GGII (Gaogong Industry Research Institute),The global humanoid robot market will exceed $20 billion in 2030;Goldman Sachs' forecast is more optimistic, believing that the global humanoid robot market size is expected to reach US$154 billion in 2035, equivalent to approximately RMB 1,103.73 billion.

A report from the China Business Industry Research Institute shows that the size of China's humanoid robot market will reach 2.76 billion yuan in 2024, and the market is in its infancy. By 2029, the size of the humanoid robot market will reach 75 billion yuan, and by 2035, the size of the humanoid robot market will reach 300 billion yuan.

16 stocks are unanimously favored by institutions

According to the Securities Times Databao statistics, based on the performance data, according to the semi-annual report, performance express report, and the lower limit of the forecast net profit, among the A-share humanoid robot concept stocks, 19 stocks achieved net profit and growth (including turning losses into profits) in the first half of this year. The net profit of more than 100 million yuan includesSanhua Intelligent Control, Zhongkong Technology, Shenghong Technology, Changying Precisionwait.

Sanhua Intelligent ControlIt is expected to achieve a net profit of 1.464 billion yuan to 1.604 billion yuan in the first half of this year, a year-on-year increase of 5% to 15%. At present, Sanhua Intelligent Control is focusing on its expertise in the robot parts business.

Changying PrecisionIt is expected to turn losses into profits significantly in the first half of the year. It has established a cooperative relationship with the leading North American humanoid robot company and the emerging American humanoid robot company FigureAI, providing them with key components such as joint gears and bearings.

Huatai Securities released a research report saying that with the acceleration of large-scale model training and product upgrades and iterations, the application scenarios of humanoid robots are expected to accelerate and materialize, promoting the large-scale application of humanoid robots, and companies in the industrial chain will benefit greatly.

In terms of institutional attention, 16 stocks have been unanimously predicted by 3 or more institutions and their net profit growth rates will exceed 20% in both this year and next year.BestThe most popular, with 26 institutions jointly rating it.