1. Today's A-share market
Today (June 20), according to the data released by People's Bank of China, the loan market quotation rate (LPR) on June 20, 2023 is: 3.55% for 1 year and 4.2% for more than 5 years. Both were reportedly revised down by 10 basis points from the previous month, the first downward revision of the LPR since August 2022. Today's broader market is volatile and divergent. As of the close, individual stocks fell more or less, and more than 3,500 stocks fell in the two markets. The three major indexes of the market were mixed, with the Shanghai Composite Index falling 0.47% to close at 3240.36 points, the Shenzhen Component Index rising 0.28%, and the ChiNext Index rising 0.28%. In terms of turnover, today's turnover was about 1,091.9 billion, basically unchanged from the previous trading day. From the perspective of the plate panel, the national defense industry, computers, home appliances and other sectors rose first, and building materials, real estate, construction and other sectors fell first.
Today (June 20), the official website of the Cyberspace Administration of China released the "Announcement of the Cyberspace Administration of China on Publishing Deep Synthesis Service Algorithm Filing Information", according to the announcement list, a total of 41 algorithms are recorded, including image generation, intelligent customer service, video generation and other types. The release of the announcement has brought attention to AI application-side products.
Robots are one of the key carriers of AI technology, and internationally renowned companies are actively deploying in this field. According to Securities Star, NVIDIA released a new autonomous mobile robot platform Isaac AMR (Autonomous Mobile Robot) for secondary development by third parties on May 29, which is a platform for simulating, validating, deploying, optimizing and managing autonomous mobile robot fleets. Tesla released the latest demonstration video of the Optimus humanoid robot at its 2023 annual shareholder meeting in mid-May, according to the Science and Technology Innovation Board Daily, Optimus has a built-in FSD chip and shares an AI system with the car. On June 15, the Shanghai Municipal People's Government issued the "Shanghai Three-Year Action Plan for Promoting the High-quality Development of Manufacturing Industry (2023-2025)", the document proposes that by 2025, the density of industrial robots will strive to reach 360 units / 10,000 people. Or resonated by multiple factors, today's robot sector went against the tide, as of the close, the Guojin humanoid robot 30 index rose 4.83%.
Second, the introduction of Guojin humanoid robot 30 index
Guojin Humanoid Robot 30 Index selects A-shares of "humanoid robot" related concept industry sectors, uses the top 30 stocks as index constituents after scoring and screening, and applies multi-factor weighting to calculate index points and dividend correction.
Guojin Humanoid Robot 30 Index focuses on the field of service robots, covering upstream core components (reducers, control systems, sensors, machine vision, infrared imaging, intelligent voice, etc.), midstream robot bodies, and downstream system integration, which are used in many industries such as automobiles, 3C, and home appliances. Humanoid robots integrate electromechanical, materials, computers, sensors, control technology and other disciplines, and are an important symbol of the development level of national artificial intelligence.
Third, the development of Guojin humanoid robot 30 industry
The robot market has great potential, and the growth rate of the Chinese market is leading the global market. According to the statistics of the China Institute of Electronics, in recent years, service robots have fully integrated artificial intelligence technologies such as computer vision, speech recognition, natural language processing, and knowledge graph, and have been widely used in infrastructure, commerce, people's livelihood, social services and other fields. In terms of industrial robots, according to data from the China Robot Industry Alliance, the cumulative output of industrial robots in industrial enterprises above designated size in China will be 443,000 sets in 2022. At present, Mainland China has become the world's largest consumer of industrial robots for nine consecutive years, and has the world's largest industrial robot market.
The downstream application scenarios of robots continue to be enriched and the penetration rate continues to increase. Industrial robots have been applied in automotive, new energy, chemical, machinery, 3C, food and beverage and other industries. With the acceleration of the aging trend of the population and the continuous strong demand for medical and public services, service robots have brought new development opportunities, and product forms such as reception robots, delivery robots, and temperature measurement robots have emerged.
Enterprises accelerate the pace of design and development of humanoid robots. Humanoid robots combine the form of human torso and the precision and efficiency of machines, and are widely used in industrial manufacturing, medical services, agricultural planting and other fields to alleviate the problem of tight labor supply and rising costs. In recent years, with the continuous breakthrough of new materials, high-precision control technology and software algorithms, well-known companies have entered the research and development of bionic robots. Xiaomi announced its first full-size humanoid robot CyberOne at its autumn new product launch on August 11, 2022; Tesla launched Optimus, a functioning humanoid robot, on AI Day on October 1, 2022.
Fourth, humanoid robot industry policy
Drive the depth and breadth of robot applications. In January 2023, the Ministry of Industry and Information Technology and other 17 departments issued the "Robot +" Application Action Implementation Plan, which proposed to focus on ten key application areas, break through more than 100 innovative robot application technologies and solutions, promote more than 200 typical application scenarios of robots with high technical level, innovative application mode and significant application results, and create a number of "robot +" application benchmarking enterprises.
Promote the high-quality development of the robot industry. The "14th Five-Year Plan" intelligent manufacturing development plan puts forward that the development of intelligent manufacturing plays an important role in consolidating the foundation of the real economy, building a modern industrial system, and realizing new industrialization. In December 2021, the Ministry of Industry and Information Technology and other departments jointly issued the "14th Five-Year Plan" for the development of the robot industry, which clearly pointed out that it is necessary to accelerate the high-quality development of the robot industry from the perspectives of improving industrial innovation capabilities, increasing the supply of high-end products, and expanding the depth and breadth of applications.
Promote the full development of artificial intelligence in diverse scenarios. In August 2020, the five departments jointly issued the "Guidelines for the Construction of the National New Generation of Artificial Intelligence Standard System", which pointed out that it pays attention to the coordination and matching of relevant standard systems such as intelligent manufacturing, industrial Internet, robotics, and Internet of Vehicles, and gives application scenarios such as manufacturing, transportation, finance, security, home, pension, environmental protection, education, medical health, and justice.
【Guojin Securities】
Guojin Index is the company's strategic emerging business, which scientifically explores and innovates modern securities investment theory and practice, and also provides comprehensive services for index products and index strategies for corporate customers. As one of the few index institutions in China "regular army", Guojin Index builds unique strategic advantages based on Smart Beta, and has successively released a series of indexes such as stocks, bonds, overseas, funds, asset allocation, and RMB on Wind.
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Risk Warning: The content of this information is for reference only and does not constitute investment advice. The historical data of the index is not indicative of future performance, and factors such as market environment and policy changes may invalidate the analysis of the value of index investment. The market is risky, and investment needs to be cautious.