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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.
The first open source Hongmeng humanoid robot is sold and is expected to achieve a breakthrough in commercialization of the industrial chain
① Lejugao's dynamic humanoid robot “Kuafu” is officially on sale. It is the first open source Hongmeng humanoid robot in China that can jump and adapt to multi-terrain walking. ② Recently, with significant changes on the supply side - the technology side - artificial intelligence technology has made significant progress, humanoid robots are expected to achieve a breakthrough of 0 to 1.
Bafang Co., Ltd.: The domestic mid-mounted motor market has just started, and it still takes time for overseas recovery | Direct impact on performance
① Changes in the share of various products in total revenue have dragged down the company's Q3 profit level. ② The development of electric bicycles in China has just begun. Currently, the main markets for mid-mounted motors are in Europe and America, and it will take time for performance to reverse. ③ As more competitors join, the market pattern will become more competitive.
BYD looks up to the Yi Sifang concept car and the agency is optimistic about the relevant motor and electronic control companies
① Yangwang Auto officially announced that the Yangwang Supercar platform will be unveiled at the Guangzhou Auto Show, which opens on November 17, and the Easy Sifang concept car will also be unveiled at the same time. ② “Easy Sifang” is the first mass-produced four-motor drive technology in China. Relevant motor and electronic control companies and upstream SIC device and module companies are expected to benefit.
Humanoid robots will bring additional volume to the rotary actuator industry, manufacturers are expected to welcome a wave of capital expenditure
① According to Tesla Optimus disassembly, the rotary actuator in the core components consists of a frameless torque motor+harmonic reducer+clutch+sensor+bearing. ② Open Source Securities pointed out that humanoid robots are an emerging industry. After mass production, the scale has increased significantly, and manufacturers are expected to usher in a wave of capital expenditure. According to estimates, the screw industry, which has scarce production capacity, will experience a scale expansion of more than 10 billion dollars.
The Ministry of Industry and Information Technology issued a major document on humanoid robots, and the industrialization of humanoid robots accelerates
① The Ministry of Industry and Information Technology issued the “Guiding Opinions on the Innovation and Development of Humanoid Robots”. By 2025, the humanoid robot innovation system will be initially established, and breakthroughs have been made in a number of key technologies such as the “brain, cerebellum, and body” to ensure the safe and effective supply of core components. ② The demand for humanoid robots is estimated to be about 1.77 million units in 2030, the global market space is expected to reach 169.2 billion yuan, and the 2023-2030 CAGR will reach 25%.
The profit side was under pressure on Collier in the first three quarters: the Huizhou project may be completed and put into operation in the first half of next year|Financial Report Interpretation
① External demand in the household goods market is weak. The company's revenue for the first three quarters increased 8.74% year on year, and net profit fell 21.3% year on year. ② Currently, the share of robot-related business is too small; the main construction entity of the Huizhou project has already been capped, and may be completed and put into operation in the first half of next year.
On the eve of WWDC, take a look at the industrial chain behind Apple MR
After ten years of sharpening the sword, Apple MR is expected to lead a new wave of industry. Apple's first headset is expected to be unveiled at the WWDC conference in June. A large number of cutting-edge technologies applied to it will accelerate the innovation process of companies in the industrial chain and lead a new wave in the consumer electronics industry.
ETFs are included in interconnection, and Northbound Capital is active ahead of schedule! Funders: The impact in the medium to long term is far-reaching
According to industry insiders, this is another landmark expansion of the connectivity mechanism.
Express News | A-share afternoon comment: the Prev shrank and fluctuated by 0.15%, while pharmaceutical stocks strengthened collectively.
The net profit of Zhaowei Electric Machinery will be reduced by 30% in 2021 by 40%.
Zhaowei mechanical and electrical noon announcement, it is expected to achieve a net profit of 147 million yuan to 171 million yuan in 2021, down 30% by 40% compared with the same period last year.
Low Light Co., Ltd.: agree to participate in the bidding for 51% of the shares of Zhejiang Maer by wholly-owned subsidiaries.
Low-light joint-stock announcement, agreed to the wholly-owned subsidiary of low-light technology through the provincial property exchange to participate in bidding for 51% of the shares in Zhejiang Maer, with a starting price of 94.35 million yuan.
News flash: wind power sector continues to decline, Daijin heavy Industries, far East shares fell more than 7%
December 7 news, wind power sector continued to decline. As of press time, Daijin heavy Industry, far East shares fell more than 7%, Oriental Cable, Mingyang Intelligence, Zhongli Group, Tongda Power and so on fell.
News flash: hydrogen fuel cell concept stocks strengthen again
Quan Chai Power quickly rose more than 9% in the afternoon, while Xiongtao shares, Zhiyuan Xinneng, Dayang Electric, Vico Technology, Huachang Chemical and Houpu shares continued to rise.
Founder Motor: at present, the new energy vehicle drive motor business orders are full and the development of new customers is progressing smoothly.
Founder Motor said on the interactive platform that the company's new energy vehicle drive motor business orders are full, and the development of new customers is progressing smoothly, but the future product sales are affected by the market, industry and other factors, so it is difficult to accurately predict.