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The market is still in a short-term retreat phase; after the peak of Solid State Battery, disagreements may intensify.
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Morgan Stanley Fund: Humanoid robots will gradually enter the mass production phase by 2025.
Currently, the humanoid robot industry both domestically and internationally is mainly divided into three major forces: automotive companies, robot companies, and Internet companies. The primary demand for humanoid robots such as those from Tesla is the ability for scaled production and cost reduction.
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.