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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.
Guoxin Securities: The policy for total control of rare earths has been introduced, and the price center is expected to rise.
In the long term, the resonance between policies and emerging demands (such as Siasun Robot&Automation and the low-altitude economy) is expected to promote the upgrading of the Industry Chain towards high added value. Leading enterprises, relying on their ability to integrate resources and comply with regulations, may dominate the restructuring of the Industry.
The main line of Technology continues to evolve, and the AI computing power sector is expected to gain strength.
Track the entire lifecycle of the main Sector.
