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.'
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.
Zhejiang Huace Film & TV Q1 performance rebounds, television drama market warms up | Interpretations
① Zhejiang Huace Film & TV's profits in 2024 are expected to decline by double digits, while Q1 2025 profits will achieve a triple-digit year-on-year growth; ② Zhejiang Huace Film & TV stated that the increase in Q1 revenue is mainly due to the company's current period television series sales scale increasing compared to the same period last year; ③ The company is developing a large model for the vertical field of film and television, with the 'National Color' large model being filed in January 2025.
The humanoid robot marathon will kick off on April 19, with the industry entering a phase of intensive catalysis.
① According to reports, the world's first humanoid robot half marathon will start at 7:30 AM on April 19th in Peking Yizhuang. ② Shanghai Securities pointed out that the Siasun Robot&Automation Industry Chain has entered a stage of "a hundred flowers blooming, a hundred schools of thought contending". Currently, humanoid robots are entering industrial scenarios, which has become a highly certain application trend domestically and globally. The commercialization of humanoid robots is promising, and attention is recommended for domestic component manufacturers that will benefit.
A premium rate of 96.8%! Lingyun Guang intends to acquire a stake in PhotonicX AI, enhancing its investment in AI Communications.
① A representative from the company's Board Secretary Office stated that considering the subsequent cooperation and business synergy between both parties in the field of Optical Communications, Lingyun Guang holds one seat on the Board of Directors of the symbol company; ② Lingyun Guang also stated that the symbol company is currently in its early establishment phase, with a small asset scale, and during the business development process, it needs to continuously invest a large amount of capital and personnel, and may be affected by uncertainties such as macroeconomic conditions and Industry fluctuations.
The "hot battle" of humanoid robots has begun: frequent release of new products. Is the year of mass production really here? | Industry observation
① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.