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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.
GTJA: The GO-1 large model will accelerate the popularity of Asia Vets. Pay attention to the opportunities related to the Industry Chain.
Zhiyuan has released its first general-purpose embodiment model, the Zhiyuan Qiyuan large model, which can generalize applications to various environments and objects, quickly adapt to new tasks, and learn new skills.
Everbright: Asia Vets releases the first general-purpose embodied base model GO-1, accelerating the evolution of embodied intelligence.
GO-1 has evolved from VLA to Villa (Vision-Language-Latent-Action).
Does Shenzhen Zhaowei Machinery & Electronics (SZSE:003021) Deserve A Spot On Your Watchlist?
Demais (301007.SZ): The company is a supplier of Auto Parts for Shenzhen Zhaowei Machinery & Electronics and Hangzhou Xinjian, and has a long history of cooperation.
Gelonghui reported on March 4 that Demaishi (301007.SZ) recently stated in an investor relations activity that the company is a supplier of Auto Parts for Shenzhen Zhaowei Machinery & Electronics and Hangzhou Xinjian, with a long history of collaboration and a solid foundation of cooperation. The company will actively leverage its advantages to secure more screw-type and high-tech products for its clients.
There's Reason For Concern Over Shenzhen Zhaowei Machinery & Electronics Co., Ltd.'s (SZSE:003021) Massive 29% Price Jump
