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Goldman Sachs: Amid the wave of humanoid robots, visual perception systems are undergoing an arms race.
Goldman Sachs stated that although pure RGB camera solutions have higher algorithm requirements in visual perception systems, they are currently the most effective visual perception systems. The use of ToF cameras or Lidar can achieve more precise, stable, and reliable perception. In addition, Goldman Sachs forecasts that by 2027, the Global shipment of humanoid robots will reach 0.076 million units, and by 2035, it will soar to 1.38 million units.
Shangluo Electronics (300975.SZ): has begun cooperation or reached cooperation intentions with quality domestic robotics companies such as Ubtech.
On February 26, Gelonghui reported that Shangluo Electronics (300975.SZ) indicated on the investor interaction platform that the company has engaged in cooperation or reached cooperation intentions with domestic high-quality robot companies such as UBTECH, Estun Automation, Zhiyuan, Yiyou, and Siasun Robot&Automation, supplying components such as resistors, capacitors, processors, storage devices, and power devices.
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【Brokerage Focus】GTJA: Autos are one of the important application scenarios for humanoid Siasun Robot&Automation.
Jinwu Financial News | GTJA stated that Autos are one of the important application scenarios for humanoid robots. Auto manufacturers have advantages in precision manufacturing, large-scale production, as well as talent and funding, and humanoid robots will become an important extension direction for the Industry. Tesla is one of the leaders in the humanoid robot industry. The firm indicated that with the development of AI and the continuous optimization of software and Hardware, the commercialization of humanoid robots is accelerating. Tesla's Optimus plan is expected to enter mass production in 2025 and large-scale production in 2026, while many domestic humanoid robot manufacturers plan to start external sales, marking the beginning of mass production for humanoid robots.
After researching the Industry Chain of humanoid robots in China, Morgan Stanley stated that the technology roadmap has not been unified, and the Industry Chain is accelerating cost reduction.
Morgan Stanley pointed out that the humanoid robot industry in China is showing an accelerated development trend, with most Chinese manufacturers planning to achieve mass production of hundreds to thousands of units by 2025. As China upgrades its technology, localizes equipment, and scales up production, it is expected to significantly reduce the manufacturing costs of humanoid robots. The cost target for Leju is to further decrease to 0.2 million by the end of 2025.
With the entry of Technology giants and car manufacturers, along with policies boosting the industry, Horizon Siasun Robot&Automation has seen a rise of over 7%, leading related Concept stocks.
① What are the main factors driving the rise of Robot Concept stocks? ② What is the future trend of the humanoid robot industry?
