China has become the world's largest application market for robots and the most active country for innovation and development, and the consumption of industrial robots has ranked first in the world for nine consecutive years.
From a fundamental point of view, the current development of the mainland new energy vehicle industry has put forward new demand for industrial robots, and the industrial robot industry mainly benefits from the development of automobile manufacturing and electronic manufacturing.
From the news side, the hot events related to bots continue. Tesla's 2023 shareholder meeting showcased the latest progress of Optimus humanoid robots.
Musk said that in the future, people's demand for humanoid robots will be very large, and humanoid robots will be Tesla's main long-term source of value in the future. "If the ratio of humanoid robots to people is about 2 to 1, then people's demand for robots may be 10 billion or even 20 billion, far exceeding the number of electric vehicles"; NVIDIA founder Jensen Huang also recently said that the next wave of artificial intelligence is "embodied artificial intelligence", that is, intelligent systems that can understand, reason and interact with the physical world.
Looking at the policy aspect, Minister of Science and Technology Wang Zhigang said at the opening ceremony of the 7th World Intelligence Conference and Innovation and Development Summit in 2023 that he will increase the layout of basic theory and cutting-edge technology research and development of artificial intelligence, and create a number of artificial intelligence regional highlands and technology platforms.
Companies that believe that they can pay due attention to industrial robots with core technologies and are industry leaders.
Therefore, in my opinion, the "industrial robot" industry is expected to continue to usher in hype under the driving logic of news and policy.
So the point is, how should we grasp the opportunity of this "industrial robot" theme? After the recent careful review and sorting, we have screened out the list of 5 leading stocks in the sub-industry of "industrial robots", and it is expected to rise sharply in the future!
Giant Wheel Intelligence 002031
Company highlights: The company is a national industrial robot standard enterprise and one of the backbone robot enterprises in Guangdong Province; The robot polishing and grinding system independently developed by the company has passed the verification and application of hardware, kitchen and bathroom, 3C, building materials, intelligent furniture, automobile, medical, aerospace, new energy, sports equipment and other industries, which can completely replace skilled workers working in high-intensity and high-pollution environments.
Robot 300024
Company highlights: domestic industrial robot industry pioneer, robot industry chain related business, covering robot core components, robot body to robot system solutions.
Mitutoyo Intelligent 300276
Company highlights: subsidiary Xinyan Long has accumulated rich experience and technology in the overall design and comprehensive integration technology of intelligent automobile welding equipment, industrial robot application technology in all fields, digital simulation and virtual debugging technology, flexible body-in-white assembly technology, workpiece transportation floating positioning technology, and provides overall solutions for body intelligent welding production lines for many well-known domestic automobile manufacturers.
Broad Intelligence 002689
Company highlights: Established a wholly-owned subsidiary, Shenyang BLT Intelligent High-tech Robot Co., Ltd. The business scope of the subsidiary includes the development, production and sales of industrial robots, service robots, intelligent robots and related automation equipment.
In June, the Great Golden Bull will be selected
Recently, I have also fought many classic battles with fans, among which [Double Bridge: Golden Bridge Information 127%, Cambridge Technology 82%] is the most classic! The recently played Hongbo shares and Taiji Group are also big meat, not to mention more small meat!
1. The company's new products mass-produced in the past 2 years, such as RV reducer bearings on industrial robots, clutches on high-voltage switch controllers, clutches on UAVs, are used in many fields;
2. The sector in which it is located belongs to industrial robots + industrial mother machines + power equipment, and it is also an industry supported by national policies, and it is also the hype outlet of the next market;
3. The valley is still at the bottom, the current valuation is less than 10 times, and the gross margin and net profit margin are good; It is expected to come out of a wave of main ascension;
4. Funds and institutions are also very optimistic about the valley, and the recent bottom of the stock has broken through the suppression, once it rises, it is expected to accelerate, and the expected income of 100%+ is expected to catch up with the next "Cambridge Technology";
Which one is exactly, in order not to disturb the main forces, the last one will not be said more here. Friends who want to get the answers in the article, look at the comment area below to know!