Securities firms are optimistic on humanoid robots, Nvidia/WiMi is clarifying the cutting-edge industries

As we all know, humanoid robots are the main carriers for the application of AI in the physical world, and investment opportunities in related sectors have been sought after by capital in the past year.

Giants continue to be optimistic about the robot industry chain.

According to technology media reports, Nvidia plans to launch its latest generation of compact computers, Jetson Thor, designed specifically for humanoid robots, in the first half of next year, and regards it as a key driving force for the company’s future growth.

Tesla’s robot account constantly updates Optimus’ daily dynamics, and its performance is constantly iterating. Musk previously predicted that the number of humanoid robots in the world will exceed that of humans by 2040.

Many brokerages are optimistic about the explosion of humanoid robots

In addition, based on the research and development progress and market forecasts of many companies, many brokerages have recently released analysis that the commercial landing process of humanoid robots will be greatly accelerated in 2025. Goldman Sachs predicts that by 2035, the global humanoid robot market will reach US$152 billion.

Dongwu Securities said that at present, various robot manufacturers at home and abroad have successively launched their humanoid robot products and gradually clarified their mass production rhythm, and most of the mass production rhythm is scheduled for 2025-2026, and continue to be optimistic about investment opportunities in the robot industry chain.

As a future blue ocean track, the robot industry has also been supported and strengthened at the national policy level. The “Guiding Opinions on the Innovation and Development of Humanoid Robots” issued by the Ministry of Industry and Information Technology has pointed out the direction for the development of the industry, and proposed that by 2025, the humanoid robot innovation system will be initially established, key technologies will be broken through, and the whole machine products will reach the international advanced level.

According to the “Humanoid Robot Industry Research Report”, the scale of China’s humanoid robot market will reach about 2.76 billion yuan in 2024; by 2029, the market scale is expected to expand to 75 billion yuan, accounting for 32.7% of the global market; by 2035, the market scale is expected to further increase to 300 billion yuan.

It has to be said that with the entry of large manufacturers, technological iteration and policy catalysis, the cost-effectiveness of humanoid robots will gradually become prominent, the market demand for humanoid robots is increasing day by day, and humanoid robots are expected to form an emerging industry with a bright future.

WiMi gradually clarifies the layout of humanoid robots
Against this background, public information shows that humanoid robot manufacturer WiMi Hologram Cloud Inc. (NASDAQ: WIMI) will have great potential. At present, WIMI Hologram Humanoid Robot has rich experience in research and development of practical humanoid robots. In terms of promoting the commercialization of humanoid robot products, humanoid robots not only improve the production efficiency of enterprises, but also provide new solutions for the intelligent transformation of the manufacturing industry, or further benefit from the industry’s future large-scale application and competitive track.
Although robotics is still an emerging market segment, WiMi firmly believes that the transformation of this field is driven by two technological breakthroughs: the explosive growth of AI models and the improvement of the ability to train robots on basic models using simulated environments. Therefore, WiMi is betting heavily on robotics, doing its best to prepare for the frontier field of the humanoid robot industry, actively seizing future market opportunities, and hoping to build it into the next major growth driver.

Conclusion
At present, humanoid robots are becoming a hot topic that attracts much attention, and the humanoid robot industry is ushering in an explosive period. The core reason is the development of large model technology. For example, the relationship between large models and humanoid robots can be compared to autonomous driving and new energy vehicles. Large models give humanoid robots a smart “brain”, which can greatly improve the generalization ability and versatility of robots, making humanoid robots smarter and more capable, and making universal embodied intelligence more accessible. Therefore, in the future, promoting the large-scale application of humanoid robots in multiple vertical scenarios will enter thousands of households.