On July 6, the concept of intelligent machines surged. As of press time, Jingye Intelligent, Jiangsu Beiren, and Juzi Technology have all reached their daily limit of 20CM, and many stocks such as Greatoo Intelligent, Xianheng International, Jinzhi Technology, Heduan Intelligent,

On July 6, the concept of intelligent machines surged. As of press time, Jingye Intelligent, Jiangsu Beiren , and Juzi Technology are all at 20CM daily limit, Julu Intelligent , Xianheng International , Jinzhi Technology , Heduan Intelligent, Lesai Intelligent, Harbin Industrial Intelligent , Many stocks such as Rapoo Technology and also hit the daily limit.

News, according to Securities Times report, Musk said Tesla will start producing a humanoid robot named Optimus as early as 2023. Musk also previously said that if "Optimus Prime" can be mass-produced in the next two years, its cost will be lower than that of a car due to scale effects, and it is expected to sell for US$25,000.

Industry insiders pointed out that Tesla will empower the development of intelligent robots based on its accumulation in the field of artificial intelligence , and is expected to set off a new wave in this field. So is this a hype or a technical extension?

hype or technological breakthrough?

In fact, Tesla unveiled the mystery of this humanoid robot as early as last year. According to previously disclosed information, the robot is named "Optimus Prime", also known as the "Tesla Humanoid Robot (Tesla Bot)", and will be based on the chips and sensors used by Tesla's self-driving electric vehicles.

Musk has high hopes for this robot and has said that developing humanoid robots will be the most important task this year. It is worth mentioning that in an interview in April this year, Musk also said that if "Optimus Prime" can be mass-produced in the next two years, its cost will be lower than that of a car due to scale effects, and it is expected to sell for 25,000 Dollar.

Affected by the above news, the recent A share robot concept hype has spread like a fire. It is foreseeable that under the leadership of Tesla, a star company, humanoid robots will usher in rapid development.

As a representative of high technology, robots have always been a hot topic of market speculation, which is understandable, mainly because the intelligent robot industry is indeed the future development direction.

However, it should be pointed out that the current A-share market robot hype is mainly concentrated in fields such as machine joints and bionic arms. For example, Harbin Institute of Technology has blood collection robots, craniotomy robot projects, and one-stop robot platforms; Hongbaoli polyurethane Preliminary samples have been used for verification in the in vitro bionic bone project.

But the core charm of Tesla robots is "humanoid robots". The handsome men and beautiful women in the classic American TV series " Westworld " are the service robot prototypes that Tesla is looking forward to developing. The new blue ocean of in vitro bionic skeleton has not yet been marketed. Fully aware.

In addition, Rajkumar, a professor of electrical and computer engineering at Carnegie Mellon University, believes that the outside world should be cautious about this, because Musk's "big pie" has become commonplace.

Rajkumar is also not optimistic about the prospects of Optimus Prime, mainly because there are many technical obstacles for humanoid robots. "It is extremely difficult to walk and do things on two legs... Therefore, robot control becomes much more difficult, and you have to worry about it at all times." Will robots fall?

The wave of machine generation may accelerate

Putting aside the market hype, there are also many things worth paying attention to in the robot sector.

In recent years, driven by the limitations of human services, the increase in corporate labor costs, the emergence of epidemics, and breakthroughs in artificial intelligence technology, "machine generation" has gradually become an important trend in my country's economic development.

The intelligent robot industry is booming like mushrooms after a rain. From industrial robots used in emergencies and intelligent manufacturing to medical robots as big as capsules, they are present in every aspect of our daily lives.

Galaxy Securities believes that under the trend of " machines replacing ", the launch of Tesla robot is expected to lead new changes in the intelligent robot industry; China Merchants Securities believes that Tesla launches the humanoid robot "Optimus Prime" The prototype is expected to lead to new changes in the field of intelligent robots.

Looking forward to the "14th Five-Year Plan", my country's industrial robots will continue to make efforts to promote product innovation and application, and promote the development of high-end and intelligent products. Behind the "blowout" of the robot market are multiple supports from national conditions, policies, and social needs. .

PwC predicts that by 2030, the global artificial intelligence industry may be worth more than 15 trillion US dollars (about 100 trillion yuan), and China will become the largest artificial intelligence market, accounting for 26% of the global artificial intelligence market share. %.

Service robots or the biggest cake

China Electronics divides robots into three categories: industrial robots, service robots and special robots. Among them, service robots can be divided into personal/household service robots (sweeping robots, educational and entertainment robots, etc.) and professional service robots (logistics robots, surgical robots, commercial cleaning robots, etc.).

From the first generation of sweeping robots to today's cooking robots and elderly companion robots, service robots are accepted by more and more consumers.

According to IFR statistics, the global service robot industry will reach US$12.5 billion in 2021, an increase of 32.35% compared with 2020, and a growth rate of more than 20% for two consecutive years; the market size will exceed 30 billion yuan in 2021, reaching 30.26 billion yuan, an increase of 32.35% compared with 2020. An increase of 36.18%.

Chart 1 Global service robot market size from 2017 to 2021 (unit: 100 million U.S. dollars)

Source: Qianzhan Industry Research Institute

Generally speaking, against the background of the acceleration of the machine generation trend, reducers /controllers and other upstream core components Components are expected to continue to benefit. Guosheng Securities pointed out that from the perspective of the industrial chain, some core companies deserve special attention:

1) Reducer manufacturers with leading technologies in traditional industrial robots: Green Harmonic (harmonic reducer), double-ring transmission (RV reduction Machine ), Guomao Co., Ltd.;

2) Leading brands of industrial control systems Huichuan Technology , Hechuan Technology, Baichu Electronics;

3) Aopu, a company that has a solid foundation in machine vision technology and realizes product application and integration Special;

4) Domestic robot integration equipment manufacturers are expected to continue to benefit from another wave of machine generation set off by Tesla and accelerate technology upgrades. The related core robot integration equipment Eston and Evert are worth looking forward to. .