Tesla Optimus welcomes new progress, humanoid robots enter “the night before commercialization explodes”
① On May 5, Tesla released Optimus's latest progress video showing its ability to sort batteries, walk, and perform factory tasks, with the caption “Recently trying to become useful!” ② China Aviation Securities stated that with the launch of Tesla Optimus, humanoid robots will enter the first year of mass production in 2025.
The release of the world's first pure electric anthropomorphic running robot “Tiangong” is expected to build a new engine for industry growth
① On April 27, the Beijing Humanoid Robot Innovation Center released the world's first full-size humanoid robot “Tiangong” with pure electric drive and anthropomorphic running, which can run stably at a speed of 6 km/h. ② Open Source Securities said that 2024 may be the first year of mass production of humanoid robots. The holding of the humanoid robot industry conference is also expected to drive the rapid development of the industry, and humanoid machine manufacturers are expected to enter the “fast track” of development.
Up to 8 consecutive boards! Five low-altitude economic bullish stocks announced risks. Xianheng International, Rice Information, and Wolong Electric Drive said the impact on performance was limited
① 5-day 3-board Xianheng International, Rice Information, whose stock price increased by more than 2 times in February, and 4-day 3-board Wolong Electric Drive all announced that low-altitude economy-related businesses had little impact on performance. ② Zongheng Co., Ltd., which once rose and stopped at 20CM during the intraday period, 8-board Yongyue Technology, and 4-channel Oriental Fashion all expect net profit losses in 2023. ③ Yongyue Technology and Oriental Fashion both disclosed the risk of the company being investigated.
The commercialization of the BMW factory pilot application humanoid robot industry chain continues to accelerate
Following Tesla, BMW has joined the humanoid robot army and will pilot applications at its factory in Spartanburg, South Carolina.
Fangzheng Electric faces a fine of up to 4 million yuan after filing the investigation results of the case involving the disclosure of illegal regulations
① It has been discovered that the facts that Fangzheng Electric is suspected of breaking the law include unreasonable accounting estimates of the “three packages” and improper expansion of Shanghai Haineng's goodwill related asset group; ② From 2018 to 2022, Fangzheng Electric had false records for 5 consecutive years, and false records accounted for a large proportion of individual years.
Shenzhen is saving energy for the “low-altitude economy” flying cars may become the next outlet at a glance
This evening, seven departments of Shenzhen jointly issued “Certain Measures to Support High-Quality Development of the Low-Altitude Economy in Shenzhen”, which mentions speeding up the industrialization of low-altitude aircraft such as manned eVTOLs.