2024 is known as the “first year of humanoid robot mass production”. With the China Humanoid Robot Ecological Conference (CHREC2024) held in Shanghai on April 2, the humanoid robot industry chain officially entered the phase of volume and price driving. Under the dual catalysis of policy and capital, the humanoid robot industry has ushered in explosive growth, and the market size is expected to exceed 100 billion yuan in the next 10 years.

The concept of humanoid robots is surging, and various enterprises have layouts

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Humanoid robot, as an important carrier of embodied intelligence, has become a research hotspot and investment outlet in the field of artificial intelligence. Tesla, Nvidia and other international giants have layout, Tencent has also written humanoid robots into the development plan. In terms of the domestic market, a number of start-ups such as Yushu Technology, Leju Robot, Zhiyuan Robot, and Kepler Robot have stood out, and listed companies such as Boshi Shares, Tianqi shares, and emerging equipment have also accelerated their layout. Since March, the humanoid robot concept index has risen by an average of 5.65%, with Corey Technology, Kelda and Goodhigh Technology leading the way. With the advantages of flexibility and interactivity, humanoid robots are widely favored in industrial manufacturing, medical care, commercial services and other fields, and are expected to become another disruptive technological revolution after industrial robots in the future.

Technological breakthroughs open up space for growth, and there is a broad application space for mass production

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With the continuous progress of artificial intelligence, machine vision, voice interaction and other technologies, the flexibility and adaptability of humanoid robots have been greatly improved, and their working ability in unstructured environments has been significantly enhanced. At present, the core components of humanoid robots such as servo motors, retarders, controllers, etc., have been industrialized, and key technologies such as special chips and operating systems have made major breakthroughs, the industrial ecology has initially formed, and the industrialization conditions are becoming more and more mature. Zheshang Securities estimates that the demand for humanoid robots will be about 1.77 million units in 2030, and the market space will reach 177 billion yuan. With the cost reduction and mass production, humanoid robots are expected to achieve large-scale application in fields such as domestic service, elderly care, public services, and special operations, and become a landmark product in the era of artificial intelligence. Favorable policies are frequent, and industrial development has entered the fast lane.

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Humanoid robots, as an important part of China’s manufacturing power and science and technology power strategy, have frequently won favorable policies in recent years. The “14th Five-Year Plan” robot Industry Development Plan released by the Ministry of Industry and Information Technology clearly states that by 2025, the robot density will reach 200 units / 10,000 people, and high-end robots and humanoid robots will make breakthroughs. Local governments have also introduced special policies to support the development of the humanoid robot industry. Under the guidance of the policy, the number of humanoid robot-related enterprises has grown rapidly, the number of patent applications has increased significantly, and the construction of industry-university-research collaborative innovation system has accelerated. Industry experts predict that in the next 5-10 years, driven by the dual wheels of policy and capital, the humanoid robot industry is expected to usher in leapfrog development and become a new growth pole in the field of artificial intelligence.

With the intensive holding of heavy conferences such as the Humanoid Robot Ecological Conference and Embodied Intelligence Conference, humanoid robots are in a key window period from the laboratory to the market. Domestic and foreign industrial giants have increased their layout, the technical level continues to break through, and the application scenario continues to expand, and China is expected to seize the opportunity in a new round of industrial revolution. Looking to the future, humanoid robots will profoundly change the way people live and produce, and promote social productivity to a new level. The artificial intelligence industry has ushered in a golden development period, and enterprises in the humanoid robot industry chain will also usher in a new round of investment opportunities.