Humanoid Robots coj qhov chaw nruab nrab

Raws li tam sim no "lub hnub qub tsheb" hauv kev ua haujlwm ntawm cov neeg hlau, tib neeg cov neeg hlau txuas ntxiv mus rau cov tsiaj qus, thiab ntau cov peev nyiaj pej xeem feem ntau tau nqis tes ua los tuav lub teeb pom kev zoo!

Tsis ntev los no, humanoid robot sector tau ua haujlwm ntau zaus, nrog cov nqi nce ntau dua 12% hauv tsib hnub ua lag luam dhau los. Ntawm lawv, cov tuam txhab tseem ceeb uas koom nrog cov motors, pob screws, reducers, sensors, controllers, lightweighting thiab integration tau ntxiv dag zog rau, thiab ntau lub tuam txhab tau txais kev tshawb fawb hnyav los ntawm pej xeem cov nyiaj hauv lub Yim Hli, thiab ntau lub tuam txhab nyiaj txiag tau siv zog ua haujlwm nyob rau lub quarter thib ob, suav nrog ntau tus thawj tswj nyiaj txiag nrog ntau dua 10 billion tus thawj tswj hwm nyiaj txiag.

Humanoid robots yog nrov

Tsis ntev los no, neeg hlau tswvyim stocks tau txuas ntxiv ntxiv dag zog. Cov ntaub ntawv qhia tau hais tias txij li lub Cuaj Hlis 1, lub humanoid robot index tau nce ntau dua 12% hauv tsib hnub ua lag luam, thiab tau nce ze li ntawm 45% xyoo no, suav nrog kev ua tau zoo hauv cov hom phiaj ua lag luam. tsim plaub-legged humanoid robots thiab cov khoom tseem ceeb.

Ntawm lawv, lub cev muaj zog stocks MOONSHI Electric Co., Ltd. thiab Buco Electric Co., Ltd., pob ntsia hlau tuam txhab Dingzhi Technology thiab Hengli Hydraulics, reducer tuam txhab uas muag Dual Nplhaib Kis thiab Ntsuab Harmonics, sensor thiab controller stocks Hanwei Technology, Huazhong CNC, thiab Seiko Technology, Sanhua Intelligent Control, Sab saum toj Group, Eston thiab lwm lub tuam txhab koom nrog hauv kev sib sib zog nqus thiab kev sib koom ua ke tau txais txiaj ntsig hauv kev ua lag luam.

Cov tub ua lag luam uas sawv cev los ntawm cov nyiaj pej xeem tau ntev tau pom qhov "cov nqaij rog". Cov khoom lag luam ntawm ntau lub tuam txhab nyiaj txiag xws li Guangfa, Wells Fargo, thiab Tuam Tshoj Cov Tub Lag Luam tau siv zog siv cov khoom lag luam muaj feem xyuam rau lub quarter thib ob, thiab muaj ntau lub hnub qub tswj hwm ntawm lawv.

Cov ntaub ntawv qhia tau hais tias thaum kawg ntawm lub quarter thib ob, Sanhua Intelligent Control thiab Shuanghuan Transmission tau txais kwv yees li 47 lab shares thiab 11.35 lab shares raws li los ntawm pej xeem cov nyiaj hauv lub quarter thib ob, thaum Topbond Holdings, Sab saum toj Group, Boshi Holdings, Huazhong CNC, Ob leeg MOONSHI Electric thiab Green Harmonic tau nce lawv cov kev tuav pov hwm mus rau ntau lab ntawm kev sib koom.

Tshwj xeeb, Quanguo Xuyuan, tswj hwm los ntawm lub hnub qub nyiaj tus thawj tswj hwm Zhao Yi, thiab Tang Xiaobin, 20 billion tus thawj tswj nyiaj txiag feem, tuav kwv yees li 32.32 lab shares thiab 31.4 lab shares ntawm Sanhua Intelligent Holdings rau peb xyoos thiab GF Multi-Factor feem. Lub tuam txhab Nyob rau hauv lub quarter thib ob, nws kuj tau txais kev yuav khoom ntawm kwv yees li 5.86 lab shares, 4.67 lab shares, thiab 4.16 lab shares los ntawm Guofu Small thiab Medium Cap, CEIBS Joy Life, thiab E Fund Information Industry feem.

GF Multi-Factor kuj tau ua ib qho kev nqis peev tshiab ntawm kwv yees li 8.84 lab shares ntawm Ob Lub Nplhaib Kev Sib Txuas Lus hauv lub quarter thib ob, qeb duas ntawm lub tuam txhab kaum tus tswv lag luam lag luam thawj zaug. Tuam Tshoj Universal Innovation Yav Tom Ntej, tswj los ntawm kaum tawm billions ntawm cov thawj tswj nyiaj txiag xws li Lao Jienan, kuj yuav ze li 4 lab shares. Shares, Tuam Tshoj Universal Kev Loj Hlob Xaiv thiab GF Technology Fais Fab ob leeg tuav txog 3 lab sib koom ntawm Shuanghuan Transmission.

Tsis tas li ntawd, Nanfang Xingrun Tus Nqi, tswj los ntawm kaum tawm billions ntawm cov thawj tswj nyiaj Shi Bo, yuav kwv yees li 7.53 lab shares ntawm Boshi hauv ib xyoos. Cov khoom siv hluav taws xob hauv Tshuag MOONS tau txais 4.22 lab shares los ntawm Cathay Smart Auto, tswj los ntawm kaum tawm txhiab tus thawj tswj hwm nyiaj txiag Wang Yang. Kinco Holdings, uas tseem yog ib qho khoom siv hluav taws xob, muaj tag nrho txog 610, 000 cov khoom lag luam tuav los ntawm Bank of China Theme Strategy thiab Bank of China Income, ob qho tib si coj los ntawm Huang Jun. Ob qho nyiaj tau teev npe tshiab ntawm cov Sab saum toj kaum circulating shareholders ntawm Kinco Holdings.

Lub tuam txhab Reducer Green Harmony tau raug xaiv los ntawm Xinao Tshiab Zog thiab Wanjia Kev Lag Luam Xaiv los ntawm kaum tawm txhiab tus thawj tswj hwm nyiaj txiag Huang Xingliang, yuav 1.35 lab shares thiab 2 lab shares feem, thaum 20 billion tus thawj tswj nyiaj Dong Li tswj Xingquan Trend Investment thiab peev kev lag luam kom zoo dua. los ntawm tus tshiab Zhai Xiangdong tuav txog 1.55 lab shares thiab 1.39 lab shares ntawm lub tuam txhab feem. Raws li lub Yim Hli 31, tom kawg lub txiaj ntsig tau nce ntau dua 30% xyoo no nrog qhov ntsuas ntawm tsuas yog 4 billion yuan.

Xin'ao Tshiab Zog Xaiv thiab Fuguo Kev Lag Luam Hluav Taws Xob Hluav Taws Xob tau yuav kwv yees li 3.46 lab shares thiab 3.1 lab feem ntawm Pawg Sab saum toj feem; Topbond Holdings tau txais 7.97 lab cov khoom tshiab los ntawm Kev Tshawb Fawb Txog Kev Lag Luam, tswj hwm los ntawm Gui Kai, "tus thawj coj nto moo" ntawm Kev Sau, thaum kaum tawm billions Yinhua Xinsheng Flexible, tswj los ntawm tus thawj tswj hwm nyiaj txiag Wang Haifeng, kuj yuav ze li 9 lab cov khoom tshiab hauv tuam txhab. Nyob rau tib lub sijhawm, E Fund Innovation thiab Kev Loj Hlob tau yuav kwv yees li 1.27 lab cov khoom tshiab ntawm Huazhong CNC, thiab Hongderuize thiab Hongderuiyuan tuav tag nrho ze li ntawm 7 lab cov khoom tshiab ntawm Hengli Hydraulic hauv peb lub xyoos dhau los.

Tau txais nyiaj pej xeem los sib sau ua ke rau kev tshawb fawb

Txij li thaum Lub Yim Hli, cov peev nyiaj pej xeem tau mob siab rau kev tshawb fawb ntawm humanoid robot-related tuam txhab uas muag. Kev txiav txim los ntawm tus naj npawb ntawm cov tuam txhab sau npe tshawb fawb los ntawm cov peev nyiaj pej xeem, Boshi Holdings thiab Sanhua Intelligent Control tau soj ntsuam los ntawm 125 thiab 101 cov tuam txhab nyiaj txiag raws li, ob qho tib si nyob rau saum toj ntawm daim ntawv tshawb fawb nyob rau lub Yim Hli. Ob lub tuam txhab feem ntau tau nug txog humanoid robots. teeb meem teb.

Lub lag luam tseem ceeb ntawm Boshi Co., Ltd. suav nrog kev lag luam robots, ua tiav cov khoom siv automation thiab cov kev daws teeb meem. Ntau cov thev naus laus zis tseem ceeb tau muab los ntawm Harbin Institute of Technology. Sanhua Intelligent Control, lub tuam txhab khoom siv hauv tsev, tsom mus rau cov tshuab hluav taws xob hluav taws xob hauv kev ua haujlwm ntawm bionic robots thiab koom tes nrog cov neeg siv khoom hauv txhua yam. Kev tsim khoom, kev sim ntau lawm, kev hloov kho thiab thaum kawg tsim ntau lawm.

Tshwj xeeb, thaum lub sij hawm kev soj ntsuam, ob lub tuam txhab tau nug txog "lub hom phiaj ntawm kev tsim khoom loj yav tom ntej ntawm humanoid robots", "kev siv tseem ceeb ntawm kev lag luam tom ntej ntawm humanoid robots", "cov txheej txheem kev teeb meem thiab cov txiaj ntsig zoo ntawm humanoid robots", "tsim kev tsim khoom hauv tsev. humanoid neeg hlau qhov chaw "ization xwm txheej" thiab lwm yam teeb meem.

Thaum teb cov lus nug tshawb fawb, Boshi Co., Ltd. tau hais tias tam sim no humanoid robots tam sim no nyob rau hauv qhov project tshawb fawb thiab kev loj hlob theem thiab muaj loj heev rau yav tom ntej daim ntawv thov chaw. Cov theem kev lag luam yuav tsum raug txiav txim siab raws li qhov tshwj xeeb ntawm daim ntawv thov scenarios. Lub hom phiaj tsim khoom loj ntawm 1, 000 units tsis yog tus lej loj. Harbin lub koom haum thev naus laus zis muaj lub hauv paus kev paub zoo hauv cov haujlwm xws li neeg hlau thiab kev txawj ntse, thiab muaj peev xwm muaj zog hauv ntau cov thev naus laus zis tseem ceeb ntawm humanoid robots mechanism thiab tswj.

Sanhua Intelligent Control tau hais tias kev lag luam bionic neeg hlau yog tam sim no nyob rau hauv lub sijhawm ntawm kev loj hlob sai, uas yog lub sijhawm rau kuv lub teb chaws kev lag luam neeg hlau. Kev lag luam zeem muag ntawm kev hloov neeg hlau yog qhov dav thiab muaj tseeb. Lub tuam txhab feem ntau tsom rau electromechanical actuators. Los ntawm nws tus kheej qhov zoo, nws koom tes nrog cov neeg siv khoom hauv txhua yam ntawm kev tsim khoom, kev sim ntau lawm, thiab kev hloov kho los tsim cov khoom siv hluav taws xob electromechanical actuator uas ua tau raws li cov kev xav tau ntawm bionic robots. Nyob rau tib lub sijhawm, nrog lub hom phiaj ntawm kev koom tes nrog cov neeg siv khoom hauv ntau lawm, peb nquag npaj cov txheej txheem tsim tawm txawv teb chaws ntawm electromechanical actuators.

Cov kws tshaj lij nyiaj txiag nug txog kev lag luam tiam sis

Raws li tam sim no "lub hnub qub tsheb" nyob rau hauv kev lag luam neeg hlau, humanoid robots muaj lub lag luam loj loj, thiab ntau lub tuam txhab hauv Suav teb tau nkag mus rau hauv kev ua lag luam. Ministry of Industry thiab Information Technology tau hais yav dhau los hais tias nws yuav ua raws li kev tsim qauv sab saum toj, qhia kev tsim kho tshiab thiab kev tsim kho, thiab txhawb nqa kev taw qhia txog kev tsim kho tshiab thiab kev loj hlob ntawm humanoid robots.

Tus kws tshuaj ntsuam xyuas los ntawm cov peev nyiaj pej xeem hauv Shanghai tau hais tias qhov kev hloov pauv tshiab ntawm kev tshawb fawb thiab thev naus laus zis tau nrawm dua, thiab lub ntiaj teb cov tebchaws tsim kho loj tau suav tias yog tib neeg cov neeg hlau yog lub hom phiaj ntawm kev sib tw los txeeb kev lag luam thev naus laus zis. kuv lub teb chaws kuj tseem ceeb heev rau txoj kev loj hlob ntawm kev lag luam neeg hlau. Nws tau kwv yees tias qhov kev thov rau humanoid robots nyob rau hauv 2030 yuav yog li ntawm 1.77 lab units, thiab lub ntiaj teb no kev lag luam qhov chaw yuav tsum mus txog 169.2 billion yuan, nrog ib tug compound kev loj hlob ntawm 25% nyob rau hauv xya xyoo tom ntej.

Tus neeg tau hais tias qhov xwm txheej ntawm kev lag luam thiab kev lag luam yuav yog thawj zaug uas yuav tsum tau siv rau tsib xyoos tom ntej no, thaum muaj chaw loj heev rau daim ntawv thov hauv cov xwm txheej ntawm tus kheej hauv nruab nrab thiab ntev. Yog li ntawd, peb muaj kev cia siab txog qhov kev sib txawv ntawm humanoid robots industrialization thiab tsom mus rau kev tsim cov thawj coj ntawm cov khoom tseem ceeb ntawm humanoid robots.

Txij li thaum humanoid neeg hlau kev lag luam saw muaj ib tug muaj zog sib tshooj nrog cov automotive kev lag luam saw, tuam txhab uas muag nyob rau hauv txhua yam ntawm cov saum toj no txuas muaj nplua nuj kev paub thiab layout nyob rau hauv lub automotive kev lag luam. Kev lag luam sab hauv tau hais tias ntau tus neeg muag khoom pib, xws li lub zog, bearings, reducers thiab lwm yam kev lag luam, tuaj yeem hloov mus rau humanoid neeg hlau qhov chaw xa khoom raws li kev siv tshuab thiab txheej txheem.

Xinhua Fund tau hais tias cov neeg hlau ib txwm ua tiav cov haujlwm tseem ceeb hauv qhov chaw ruaj khov, thiab tag nrho lawv cov haujlwm tau sau rau hauv cov actuators. Nrog rau kev nce qib ntawm AI thev naus laus zis tshiab, humanoid robots yuav tsum tau txhawb nqa mus rau qib siab dua yav tom ntej. kev txawj ntse. Tam sim no, ntau lub tuam txhab tsheb hluav taws xob tau pib ua neeg hlau. Lub sijhawm no, nws tsis yog cov tuam txhab neeg hlau tsoos uas yog cov thawj coj ntawm humanoid robots, tab sis lub zog tshiab hauv kev tsim tsheb. Qhov siab ntawm kev sib tshooj hauv kev lag luam chains ntawm ob yog lub hauv paus tseem ceeb rau kev koom tes.