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The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.
Open Source Securities: Humanoid robots are accelerating their evolution, focusing on common key technologies and core components.
Open Source Securities believes that humanoid robots are expected to exceed expectations in mass production in 2025-2026 both domestically and internationally.
Hangzhou Shenhao Technology (300853.SZ): The humanoid robot "Xiaohao" features a composite design with a wheeled chassis and a humanoid upper body.
On March 5th, Gelonghui reported that Hangzhou Shenhao Technology (300853.SZ) stated on the investor interaction platform that their humanoid robot "Xiaohao" features a hybrid design with a wheeled chassis and a humanoid upper body, capable of performing functions such as explanation guiding, dance performances, and interactive entertainment. The company has been paying attention to the development trends of humanoid robots and is exploring the application development of humanoid robots utilizing the technology accumulated from years of deep engagement in the robot Industry and their understanding of the industry. This project is still in the R&D stage, please be aware of the investment risks.
Hangzhou Shenhao Technology (300853.SZ): The police patrol and electrical utilities inspection robots developed based on quadruped robots have also been implemented in related industries.
On February 20, Gelonghui reported that Hangzhou Shenhao Technology (300853.SZ) stated on the investor interaction platform that the company is paying attention to the development trends of humanoid robots and is seeking to explore the application development of humanoid robots using the image recognition, autonomous navigation, environmental perception, AI algorithms, robot control, and voice interaction technologies accumulated over years of deep cultivation in the robot field. The police patrol robot and Electrical Utilities inspection robot developed based on quadruped robots have already been implemented in related Industries.
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