The market goes up and down, and this requires "quality"; The opportunity goes and will return, and this requires "fate".
With the popularity of ChatGPT around the world, as the ultimate carrier of artificial intelligence and the most important commercialization path, it has become a general consensus that the robot industry is ushering in an inflection point, especially humanoid robots.
So whoever can seize this opportunity will be able to seize this trillion-level super track.
01
In the future, robot households may enter thousands of households
So what should a robot look like to enter thousands of households? Cloudminds, which has been working in the field of robotics for many years, has also given its own definition: humanoid bipedals, with cloud brains, and will generate "souls" through RobotGPT.
And what is a "brain in the cloud"?
If humanoid feet are regarded as the ultimate dream of humans for robots, then the cloud brain is from Cloudminds' original ideas.
The specifics are as follows: the "brain" of the robot and the body are separated in the cloud, responsible for the most core data processing and intelligent computing, while the body of the robot is placed in the service place, which is responsible for perception and service, so as to break through the performance limit of traditional robots, so as to provide more intelligent and efficient services for humans.
Secondly, it is the support of the top management to support Cloudminds to build a "cloud robot national new generation artificial intelligence development and innovation platform", which is currently the only artificial intelligence open innovation platform related to "cloud robots".
This also shows the recognition of cloud robots and multimodal artificial intelligence cloud brain operating systems at the level of relevant ministries and commissions.
The runners have built high competitive barriers, and the trillion-level market is expected to explode
At present, as the head enterprise of the humanoid robot track, Cloudminds has also established barriers at the multi-dimensional level such as technology, coupled with its first multi-modal cognitive large model RobotGPT in the field of robot manufacturing, which is expected to further strengthen its leading position, and it can also be seen that a trillion-level market is accelerating.
Let's look at the group data, by 2030, about 400 million jobs in the world will be replaced by automated robots, so according to the penetration rate of 20% and the unit price of 15-200,000 humanoid robots, the global humanoid robot market space can reach 12 trillion-16 trillion.
The market space is gradually being opened, and the ability of robots to promote high-quality economic and social development is also significantly enhanced, so the robot track will also become a place for capital competition.
02
As a selection of 7 outstanding and leading robot listed companies, it is expected to usher in a round of rebound opportunities in the future market, for reference only:
1. Huina Technology: The self-developed bipedal robot is mainly suitable for inspection, guided tour, commercial interaction, preschool education entertainment, etc., with a net inflow of 201 million.
2. Topway Information: launched the "high-speed audit work order RPA robot" product, with a net inflow of 1.49 billion yuan.
3. Unigroup: Participated in Beijing Unigroup Youlan Robot Technology Co., Ltd. (20%), with a net inflow of 490 million.
4. Juxing Technology: Established a wholly-owned subsidiary, Hangzhou Juxing Robot Technology Co., Ltd., with a net inflow of 319 million.
5. Huazhong CNC: It plans to establish a joint venture with UMC Asset to establish R&D and manufacturing of core key components and products of robots, with a net inflow of 250 million yuan.
6. Tianhe Defense: Core products include underwater unmanned autonomous vehicle series, with a net inflow of 42 million.
7. Zhongdaide: The products are widely used in industrial robots and other fields, with a net inflow of 830 million yuan.
【July Bull】
I plan to lay out the big bull after the holiday, and after the adjustment, there are all opportunities, I believe it will come:
(1) The company is mainly engaged in industrial robots, including comprehensive precision high-end equipment including industrial robots and precision machine tools;
(2) The company's stock price is below 5 yuan, the market value does not exceed 8 billion, and the dragon is a seeded player;
(3) The net inflow of main funds in the past three days is nearly 619 million, and after stepping back, there is a new round of opportunities, and this week may open the main upward market.