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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.
Goko Technology (301510.SZ): Currently, relevant components and system products have certain revenues in the field of Siasun Robot&Automation, mainly from industrial and Logistics robot customers.
On March 6, Gelonghui reported that Siasun Robot&Automation (301510.SZ) recently stated during investor relations activities that Robotics has always been an important direction for the company's components and system applications. The company has gone through various applications and configuration evolutions in Robotics. Currently, the company's related components and system products have certain revenue in the Robotics field, mainly from industrial and Logistics robot customers.
Gotech Technology (301510.SZ): The company's revenue in the Semiconductors sector accounts for approximately 14%.
On March 6, Gelonghui reported that Gogo Technology (301510.SZ) recently stated in an investor relations activity that the company's revenue from the Semiconductors sector accounts for approximately 14%. This mainly comes from testing, packaging, and other back-end processing equipment for Semiconductors, while the progress of front-end processing equipment for Semiconductors is relatively slow.
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.
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