As technology evolves, humanoid robots are getting closer to our lives.

On April 27, the Beijing Humanoid Robot Innovation Center released “Tiangong”, the world's first full-scale humanoid robot that runs anthropomorphic with pure electric drive.

Pure electric humanoid robot “Tiangong” released

According to reports,“Tiangong” is 163 cm tall and weighs 43 kg. It is equipped with multiple visual sensors, 550 trillion operations per second, a high-precision inertial measurement unit (IMU), and a 3D vision sensor.

In addition, “Tiangong” is equipped with a high-precision six-dimensional force sensor to provide accurate force feedback.

According to the Beijing Humanoid Robot Innovation Center,“Tiangong” has solved basic motion control problems and is the best platform for practical intelligent scene applications and research.

Judging from the display at the press conference, “Tiangong” is faster and more personable when walking and running, and has achieved a stable run of 6 km/h. At the same time, “Tiangong” can smoothly pass through slopes and stairs when blind, and can also adjust gait quickly in situations such as bumps and emptiness.

In addition, “Tiangong” has open source openness and compatible expandability. It can open call communication interfaces, flexibly expand functional modules such as software and hardware, and fully meet the needs of different application scenarios.

In recent years, all countries and major enterprise giants around the world have strengthened their strategic layout for humanoid robots.

Overseas, Nvidia, Tesla, Boston Dynamics, etc. have successively released software and hardware products related to humanoid robots, and various domestic universities and Preferred Choice have continued to launch new finished products.

Previously,Hwang In-hoon and Musk also anticipate that in the future, humanoid robots may sell at lower prices than cars, and are expected to be popularized.

In the latest earnings conference call, Musk revealed that Tesla's humanoid robot Optimus is still in the experimental stage and may be launched as early as the end of next year. At the end of this year, the “Optimus Prime” humanoid robot will have the ability to perform tasks in factories.

You can imagine,In the future, with the support of AI technology, humanoid robots will become more and more intelligent, gradually entering factory production and the lives of ordinary people. Robots will probably become as common as automobiles in the future.

In terms of investment, Guojun Securities Research Report points out that hardware is the main cost item for robots, and screws and speed reducers are the most core components. The core components of the robot are servo systems, speed reducers, control systems, drivers, etc. The total cost of core components accounts for about 70% of the total cost of the whole machine.

It is recommended to focus on core companies in the robotics industry chain, including:

1) Actuators and motors: Sanhua Intelligent Control, Tuopu Group, Mingzhi Electric; 2) Reducer: Zhongda; 3) Motor drive control chip: Fengyi Technology; 4) Sensors: Recommended targets are Donghua testing, benefiting targets are Coli Sensing and Obi Zhongguang; 5) Screw type: Recommended targets are Wuzhou Xinchun, Hengli Hydraulic and Changsheng Bearings. Beneficial targets are Beite Technology, Fengli Intelligence, Best, and new coordinates: 6) Screw equipment categories: Qinchuan Machine Tool, Zhejiang Heidman, and Sijin Intelligence.

Some individual stocks performed well

After a period of adjustment, the humanoid robot sector showed a rebound trend, and the sector index rose by 14.27% over the past 8 trading days.

Last Friday, the humanoid robot sector closed up 2.54%. Individual stocks of Raysai Smart rose and stopped on the first board, Tianqi shares rose more than 7%, Eston rose more than 3%, Fengli Smart rose more than 2%, and Mingzhi Electric and others followed suit.

In addition to being driven by the overall market, the sharp rise on Friday also had a certain impact on the impressive performance of some individual stocks.

Among them,Raysai SmartIn 2023, revenue of 1,415 billion yuan was achieved, up 5.79% year on year; net profit to mother was 139 million yuan, down 37.1% year on year; 1.2 yuan is planned to be distributed for every 10 shares.

The company's revenue for the first quarter was 381 million yuan, up 21.21% year on year; net profit to mother was 54.592 million yuan, up 53.66% year on year.

Tuopu GroupIn 2023, revenue was 19.701 billion yuan, up 23.18% year on year; net profit was 2.151 billion yuan, up 26.49% year on year.

Revenue for the first quarter was 5.688 billion yuan, up 27.29% year on year; net profit to mother was 645 million yuan, up 43.36% year on year.

Zhongda RidekIn 2023, revenue was 1,086 billion yuan, up 20.99% year on year; net profit was 73.148 million yuan, up 10.22% year on year.

Revenue for the first quarter was 223 million yuan, up 1.79% year on year; net profit was 16.3789 million yuan, up 8.65% year on year.

Fengli SmartIn 2023, revenue was 429 million yuan, up 0.12% year on year; net profit was 24.097 million yuan, down 46.34% year on year; 0.85 yuan is planned to be distributed for every 10 shares.

Revenue for the first quarter was 986.259 million yuan, up 17.98% year on year; net profit to mother was 4.592 million yuan, down 42.74% year on year.