Humanoid robot competition: a "technical coming-of-age ceremony" where "flops" and "evolution" occur simultaneously.
① The champion team from Tian Gong, CTO Tang Jian of the Peking Humanoid Robot Innovation Center, told the Star Daily reporter, "The half marathon competition is mainly a limit test for the robot's Hardware and Software motion algorithm, or the stability and reliability of the robot's 'little brain'." ② The Wuxi embodied intelligence sports event opening tomorrow, along with the upcoming robot combat competition held by Yushu, will undoubtedly attract more attention for 'inspection.'
Technology stocks are rebounding, while high-profile stocks are collectively "cooling down". The market may enter a critical period for switching between high and low performances.
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Siasun Robot&Automation team "operating" ignites the buzz! The Industry Chain frequently updates progress. Analysts suggest that the next 2-3 years may be a critical period for mass production.
① This year, the Guangzhou Fair has set up a special area for service robots for the first time, and exhibitors revealed that customers made deposits on the spot, with some even stating that "9 out of 10 display models were booked." ② Currently, there are 11 major humanoid Ontology manufacturers in China that have started mass production plans for 2024, with several manufacturers planning to produce over a thousand units in 2025. ③ Analysts state that the next 2-3 years will be a crucial period for large-scale mass production and delivery of robots.
Who is providing support to the Siasun Robot&Automation half marathon champion? | Focus
① The market generally believes that this event is not only a concentrated demonstration and testing of robotic technology, but also marks a critical point for humanoid robots transitioning from the laboratory to industrialization; ② Obizunlight claims that in the consumer goods industrial sector, humanoid robots have the potential to replace industrial robots and end effectors, especially exhibiting significant advantages in precision operation.
Huawei will release the latest high-end Asia Vets assisted driving system, and each aspect of smart driving is expected to welcome further development opportunities.
① Huawei Qiankun will hold the Huawei Qiankun Asia Vets Technology Conference on the afternoon of April 22, releasing the latest generation of advanced intelligent driving assistance systems. ② The Fengzheng Autos team pointed out that various automotive companies are accelerating their layout for advanced intelligent driving, and all links in the Industry Chain will welcome a new round of development opportunities.
Lidaxin: High growth in Q4 drives a 33% increase in overall performance for 2024. The Thailand base will see capacity release in the second half of the year | Interpretations
① Ldaxin released its 2024 annual report, with a net income of 0.418 billion yuan for the year, an increase of about 33% year-on-year; ② The company's Q4 performance last year was impressive, with a quarterly profit of 0.139 billion yuan, a year-on-year growth of 121.89%, reaching the highest level for the same period since the company went public; ③ The company will enhance the delivery capacity of its Thailand base, expecting that in the second half of the year, the monthly output value of the Thailand base will reach about 0.3 billion yuan, doubling from the current level.