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Humanoid robots collaborate to create new tricks! Collective intelligence has become a new trend in development, opening up prospects for industrial scenario applications.
① The official WeChat account of UBTECH released a video, showcasing the Walker S series robots in a collaborative training at the ZEEKR 5G smart factory. ② This collaborative training was completed using the collective brain network Software architecture and humanoid intelligent network integration hub. ③ Brokerages believe that the iteration on the Software side is key to continuously enhancing the product strength of humanoid robots.
Hong Kong Stock Market Morning Report | Political Bureau meeting mentioned real estate and stock market, the US-Ukraine mineral agreement was not signed.
① The Politburo of the Central Committee emphasized stabilizing the real estate and stock markets. ② The USA and Ukraine mineral agreement failed to be signed. ③ The core PCE price index in the USA increased by 2.6% year-on-year in January, meeting expectations. ④ According to the National Statistics Bureau, the manufacturing purchasing managers' index (PMI) in February was 50.2%, an increase of 1.1 percentage points from the previous month. ⑤ Peking: Striving to promote the deployment of 10,000 humanoid Siasun Robot&Automation by 2027.
The dreams of humanoid robots have been shattered? Related Concept stocks in Hong Kong all adjusted, with Horizon Robotics down nearly 10%.
① What core bottlenecks are currently faced by the humanoid robot industry? ② How does the inclusion of Horizon Robotics in the Hang Seng TECH Index and the upcoming release of restrictions create a "frozen and fiery" effect?
Hong Kong stock movement | Robot Concept stocks fell in early trading, MEDBOT-B (02252) dropped over 11%, Horizon Robotics-W (09660) fell over 9%.
Robot Concept stocks fell in early trading. As of the time of writing, MEDBOT-B (02252) dropped by 11.8%, trading at 21.3 HKD; Horizon Robotics-W (09660) fell by 9.54%, trading at 8.72 HKD.
Goldman Sachs' research throws cold water on the situation: the turning point for humanoid robot technology remains unclear, and meaningful applications will take at least another five years!
Goldman Sachs believes that the humanoid robot H1 has only 19 degrees of freedom, making it still unable to handle complex and detailed tasks. At least in the next 2-3 years, it will be difficult for humanoid robots to achieve the same work efficiency as human workers. Meaningful applications are not expected for another 5-10 years.
Hong Kong stocks Concept tracking | The introduction of total control policies for rare earths indicates the second phase of reversal for the rare earth magnetic materials Sector has begun (with accompanying Concept stocks).
The total regulation policy for rare earths has been introduced, and the price center is expected to rise.