The market size is growing rapidly, the industrialization wave of humanoid robots has arrived, and the secrets of high-performance growth stocks are revealed

The market scale is expanding rapidly, the humanoid robot industry is ushering in a wave of vigorous development, and the high-growth stock performance reveals the secret

Since the beginning of this year, humanoid robots have been catalyzed by the positive news, and concept stocks have surged 46.3% on average.

The intelligent robot market has broad prospects

On November 18, the 2023 China Automation Conference hosted by the Chinese Society of Automation opened in Chongqing. With the theme of "Independent and controllable strong entity new quality production to create the future", the conference focused on the development of automation and intelligence, discussed the new future of the industry, and jointly established "Artificial Intelligence Empowering the Digital Transformation of the Manufacturing Industry" and "High-end Manufacturing Cluster Robot Collaborative Control Technology and Development" Trends" and other 7 conference keynote reports, 1 summit dialogue and 38 special forums, covering multiple cutting-edge hot areas such as intelligent connected new energy vehicles, advanced manufacturing and industrial Internet, intelligent robots, smart energy, brain-computer intelligence, etc., displaying The huge potential of new productive forces.

Academician Wang Yaonan said in the keynote report "High-end Manufacturing Cluster Robot Collaborative Control Technology and Development Trends" that cluster robot collaborative operation is a new model of intelligent manufacturing in the future.

According to agency estimates, the intelligent robot market has broad prospects. Specifically, according to Frost & Sullivan estimates, the global intelligent service robot market has grown from US$8.1 billion in 2017 to US$22.1 billion in 2021, with a four-year compound annual growth rate of 28.7%. amounted to US$6.7 billion. China’s intelligent service robot market is growing rapidly, from 11.8 billion yuan in 2017 to 46.7 billion yuan in 2021, with a four-year compound growth rate of 41%, and is expected to reach 155.8 billion yuan in 2026.

According to predictions from Precedence Research, the global humanoid robot market size is expected to be US$1.62 billion in 2022, and is expected to reach US$28.66 billion by 2032, with a 10-year compound annual growth rate of approximately 33.28%.

The humanoid robot sector continues to gain momentum

Recently, the field of humanoid robots has received another good news. On November 2, the Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots." The document proposes that by 2025, the humanoid robot innovation system will be initially established, key technologies (such as the brain, cerebellum and limbs, etc.) will make breakthrough progress, and the entire machine product will reach the international advanced level and achieve mass production. By 2027, the technological innovation capabilities of humanoid robots will be significantly improved, an internationally competitive industrial ecosystem will be built, and the overall strength will reach the world's advanced level

This is another important policy document for the field of humanoid robots after the Ministry of Industry and Information Technology announced in mid-September 2023 to organize and launch the 2023 future industrial innovation tasks.

GF Securities stated that judging from the current overall pattern of the humanoid robot market, various forces have their own advantages in software (algorithms, artificial intelligence technology, etc.) and hardware (self-developed motors, overall structure, operation control capabilities, etc.) With development advantages, some manufacturers have commercialization capabilities and are expected to deliver products in the fourth quarter of this year.

The trend of industrialization of humanoid robots has arrived, and we should pay close attention to the technical routes and industrialization processes of existing companies and new entrants. At the same time, we also need to pay attention to the technology reuse that may occur when mature industries turn to the humanoid robot industry. Let us look forward to the arrival of the industry's "0-1" turning point

Institutions are optimistic about the performance and high growth potential of 13 stocks

Judging from the performance of the secondary market, humanoid robots have received positive stimulation this year, so the average increase in concept stocks has reached 46.3%. Among them, the cumulative growth rate of 8 stocks including Zhiyun Technology, Fengli Intelligent Technology, Buke Technology Technology Co., Ltd., and Haozhi Electrical and Mechanical Technology exceeded 100%. And many stocks such as Huagong Technology, Aerospace Intelligent Equipment, New Star, Zhongli De, etc. also rose by more than 50%

In terms of capital trends, Beishang Capital invested heavily in Lingyi Zhizao, iFlytek, Inovance Technology, and Huagong Technology this month, all exceeding 100 million yuan, with Lingyi Zhizao ranking first with a net purchase of 219 million yuan. Financing funds this month net purchased 121 million yuan of Goertek shares, 78.9269 million yuan of Huagong Technology, and 60.1783 million yuan of Fengli Intelligent. In addition, 9 stocks including iFlytek, Inovance Technology, Huagong Technology, Stone Technology, and Quanzhi Technology received two funds to increase their positions at the same time.

Since this year, institutions have frequently conducted surveys on the humanoid robot sector. Inovance Technology, Eston, Opto, and Kinco have all been surveyed by more than a thousand institutions.

Eston said in a recent survey that some of the company's existing core components and technologies are related to the development of "humanoid robot" products, and that in the future, they will make timely arrangements based on changes in market development and application scenarios.

The one with the highest institutional attention is iFlytek, which has been covered by 38 brokerage research reports in total. It is reported that the iFlytek Robot Super Brain platform has been connected to the Spark cognitive large model in May this year. It has a large and small brain collaboration solution, a model training function, a robot module development kit, and open robot perception, cognition and motion technologies to empower Multi-scenario, full-category robots.

In addition, institutions that have attracted high attention include Stone Technology, Inovance Technology, Ecovacs, Eston, etc. According to consensus forecasts from more than five institutions, there are 13 concept stocks with an average net profit growth rate exceeding 20% ​​this year and next. Among them, the average performance growth rate of

Changying Precision and Ruike Laser exceeded 300%.

The above is the detailed content of The market size is growing rapidly, the industrialization wave of humanoid robots has arrived, and the secrets of high-performance growth stocks are revealed. For more information, please follow other related articles on the PHP Chinese website!