据财联社主题库显示，相关上市公司中：With companies such as Huawei and Contemporary Amperex Technology increasing their layout, local policies are being successively introduced, and domestic humanoid intelligent robots are accelerating the industrialization process. Open-source Securities stated in a recent research report that Huawei has similar capabilities to Tesla and has core competitive advantages in the development of humanoid robot industry.
On November 15th, Chongqing Changan Automobile announced at the Guangzhou Auto Show plans to launch layouts related to humanoid robots, automotive ecosystem robots, and will release humanoid robot products by 2027. On November 15th, at the High-Tech Fair's Artificial Intelligence Application Innovation Achievement release conference, Huawei (Shenzhen) Global Asia Vets Industry Innovation Center officially started operations and signed a strategic cooperation memorandum with 16 AI companies. Additionally, according to reports, Contemporary Amperex Technology's Future Energy (Shanghai) Research Institute, in collaboration with Shanghai Jiao Tong University, is developing multiple robots for future factory applications.
With companies like Huawei and Contemporary Amperex Technology increasing their layout, local policies are being successively introduced, and domestic humanoid intelligent robots are accelerating the industrialization process. Open-source Securities stated in a recent research report that Huawei has capabilities similar to Tesla, is already established in the field of robots, has software advantages such as ai and big models, as well as external conditions to achieve vehicle-machine coordination, giving it a core competitive advantage in developing humanoid robot industry.
According to the Financial Data Center, among related listed companies:
Shenzhen Topband has direct or indirect cooperation with Huawei in the HarmonyOS ecosystem, new energy vehicles, and other fields. The company's hollow cup motor has application opportunities in the field of humanoid robots, with current customer demand within the industry and samples being tested for some customers.
Jiangsu Leili is developing hollow cup deceleration motors, linear drive components, frameless torque motors, and various products in the field of humanoid robots, sending samples and customer verification to multiple robot manufacturers.
