Recently, the humanoid robotics industry has been in the news.
On 29 October, Musk predicted at the Saudi Forum for Investment Initiatives (FII) that robots will outnumber humans by 2040, with at least 10 billion robots in use, each costing between $20,000 and $25,000.On 14 October, Wang Jiangping, vice minister of the Ministry of Industry and Information Technology (MIIT), said at a press conference held by the State Council Information Office (SINO) that MIIT will issue a report to promote future industry innovation and development of the implementation of opinions, and vigorously develop humanoid robots, brain-computer interfaces, 6G and other new fields and new tracks.
Echoing this, the overall performance of listed companies in the industry has been growing steadily.Wind data shows that in the first three quarters of this year, 54 listed companies in the humanoid robotics industry in the A-share market had a combined revenue of 246.708 billion yuan, an increase of 9.21 per cent year on year, and a net profit of 13.94 billion yuan, an increase of 14.82 per cent year on year. Among them, 40 made profits, accounting for more than 70%.
Steady progress in R&D investment
'Securities Daily' reporter combed through the traditional industrial control and precision manufacturing enterprises is still the main force pulling the plate performance, such as Huichuan Technology, Geer shares, long surplus precision, etc.. This type of enterprise in the humanoid robot layout, mostly parts and other precision manufacturing.
R & D investment, the above 54 listed companies in the humanoid robotics industry in the first three quarters of the overall R & D investment in the first three quarters of the steady progress, amounting to 18.508 billion yuan, an increase of 7.42 per cent year-on-year, and further for high-end manufacturing to build a solid foundation.
Among them, industrial control leader Huichuan technology with 3.354 billion yuan of net profit scale far ahead. Huichuan Technology said at the performance briefing, humanoid robots, the company focuses on joint parts research and development, the current product is under development. In the future, the company's R & D expenditure rate will remain between 8% and 10%.
Net profit increase, Changying Precision in the first three quarters of the net profit over the same period last year increased by about 382 times, becoming a leader in the humanoid robotics sector. The company's layout in the field of humanoid robots mainly focuses on precision component products, such as dexterous hand joint gears, bearings and fingertip sensing.
'While consolidating the advantages of precision components business for consumer electronics head customers, the company continues to focus on promoting the development of new energy precision components business, steadily advancing the scale of automation and digital transformation process, and achieving sustained growth and optimisation of the business.' Changying Precision related person said in an interview with the 'Securities Daily' reporter, the company set up a wholly owned subsidiary Shenzhen mayor Ying Robotics Co., Ltd. this year, and its main business is the development and sales of intelligent robots, especially the precision components of intelligent humanoid robots. Long surplus precision has entered the world's two major head of humanoid robotics company core parts supply chain.
AVIC Securities research report said that the humanoid robot industry trend is clear, the industry has entered the 'from 0 to 1' important breakthrough stage. Into the fourth quarter, humanoid robots are expected to usher in the point, stereotypes, production rhythms confirmed catalytic, plate market is expected to continue.
According to incomplete statistics, in the first half of this year, the amount of financing in the field of global humanoid robots has exceeded 7 billion yuan, more than the amount of financing for the whole year of 2023. It is worth mentioning that this year, many start-up humanoid robotics machine enterprises also financing hot. For example, on November 5, the general-purpose bionic humanoid robot developer 'Yuequan Bionic' announced the completion of nearly 100 million yuan of Pre-A round of financing. Not long ago, with body intelligence company 'star movement era' also announced the completion of nearly 300 million yuan of Pre-A financing.
Enterprises to increase the layout of the new track
At present, a number of listed companies, organisations and other competing to enter the humanoid robotics track, want to use this to enter the field of cutting-edge technology, and to explore new growth curves.
'Humanoid robotics track players can be roughly divided into five major factions: veteran manufacturers, startups, car companies and mobile phones and other cross-border players, algorithmic computing power software companies, 'native' robotics R & D faction.' The relevant person in charge of the GaoGong Robotics Industry Research Institute (GGII) introduced to the 'Securities Daily' reporter that there are two main ways to enter the game: one is to directly beach layout, that is, to open a humanoid robotics business and set up a humanoid robotics subsidiary; the second is to enter the game indirectly, to invest in the shares of humanoid robotics industry chain companies, and to cooperate in the research and development of related technologies and products.
For example, on 22 August, the intelligent manufacturing enterprise hausen intelligent announcement said, intends to company's own funds or self-funding 30 million yuan to set up wholly owned subsidiary hausen robotics, in order to implement the automotive intelligent manufacturing equipment humanoid robot research and development and application project, will focus on the development of humanoid robot integration and autonomous mobile robot.
In addition, on September 7, the intelligent control enterprise and and Tai announcement said, the company as a limited partner and six enterprises signed the 'Jiaxing Jianyuan equity investment partnership (limited partnership)