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According to the Securities Times, the concept of humanoid robot rose in intraday trading on the 7th. As of press time, Chaojie shares "20cm" rose by the daily limit, a record high; Fengli Intelligence rose by more than 6%, and emerging equipment and Sochen Technology rose by more than 2%.
On the news, Tesla released a new Optimus demonstration video of the humanoid robot on May 5, Beijing time. The video shows that Optimus acquires battery sorting skills through human teleoperation + end-to-end neural network, which can sort and correct errors accurately. The software is driven by FSD in real time, and the hardware relies on 2D camera, hand tactile sensor and force sensor to realize recognition and motion control. Optimus is learning more skills through this model. At present, Optimus has been tested in a factory in Tesla, and the rate of human intervention is gradually declining, allowing people to walk long distances freely in office space.
Recently, Tesla has made frequent statements on humanoid robots. On April 23, Tesla said at a quarterly earnings call that Optimus would be deployed in internal factories by the end of 2024 and sold to foreign countries by the end of 2025. Musk said on the X platform on May 5 that the next generation of Optimus released this year will have 22 degrees of freedom in the hand (compared with 11 in December 2023), the hand driver will also move from the hand to the forearm, and the humanoid robot is expected to have a replacement ratio of at least 2:1 for a single worker. It is expected that Optimus will have stronger flexibility and wider applicability, a substantial increase in market space, and a clear future development path.
In addition, recently there has been a breakthrough in homemade humanoid robots. According to Stardust Intelligent Video official account, Shenzhen Stardust Intelligent released its humanoid robot AstribotS1 on April 26, which can accomplish complex housework tasks by imitating and learning. On April 27, the Beijing humanoid Robot Innovation Center released the world's first pure electric humanoid robot, Tiangong, as a general parent platform, according to CCTV news. On the same day, Haidian District of Beijing issued the "three-year Action Plan for Building a National embodied Intelligent Innovation Highland" to promote the development of embodied intelligent industry. At present, domestic humanoid robots focus on breakthroughs in the motion control of hands, bipeds and other individual events, and have achieved results of international level.
Citic Securities said that the development trend of the humanoid robot plate is clear, the plate is expected to enter the next round of intensive catalysis period, the head manufacturer is expected to achieve slope climbing and production in 2024, and Tesla is also expected to visit the domestic industrial chain again and determine the production node. we continue to be optimistic about the follow-up opportunities of the plate, continue to recommend, and suggest that we pay attention to the following four main lines: 1) humanoid robot industry chain with high certainty. 2) mainframe manufacturers of humanoid robot production and scene landing; 3) parts manufacturers with higher certainty and better competition pattern; 4) humanoid robot production equipment and material manufacturers.
