Tesla humanoid robots will be exhibited in Shanghai in July, as a scene that can only be seen in sci-fi films such as "Star Wars" and "Star Trek" before, and robots are gradually entering our lives. From daily sweeping robots, to shopping mall inquiry service robots, to the emergence of industrial equipment robots and some inspection robots, changing the logic of survival in some industries, in any case, intelligent and independent interaction has gradually become the trend of the future.
As the concept of robots in the A-share market has risen for 7 consecutive trading days, I also gave you a careful analysis of robot-related industries as early as mid-to-late May, and those who are interested can read in detail that brain-machine/humanoid machines are the future, and the three core directions of robots are worth paying attention to What are the listed companies in the domestic substitution opportunities for robot core components? Who is the strongest of the ten listed machine vision companies, and does it have anything to do with AI?
Although the robots have been very good recently, everyone has found that more small-cap tickets are flying, which is defined as hype. With the recovery of the machine, whether it is hype, or there is a strong opportunity for future expectations, the development of the robot industry is bound to be unstoppable, as an extension of the artificial intelligence sector, the robot core does not rise in the ticket is not worth everyone's attention, the author to you to sort out the robot core direction of 6 leaders, like friends can like it!
Without further ado, get to the point!
1. The core part of the robot is the controller, faucet: Eston
The controller is equivalent to the robot command or brain, the level of the controller determines the performance of the robot, Eston started with servo motors and controllers, and currently ranks first in domestic robot shipments. With a current market value of 23.4 billion yuan, relatively low profits and relatively high liabilities, Eston largely reflects the current situation of domestic robot companies.
2. The first industry in robot social financing in 22 years - machine vision, a hundred schools of thought contention stage Core: TZTEK Technology
Machine vision takes into account algorithms (AI) and chips, machine vision with the development of advanced equipment rapid development, especially with the development of photovoltaic industry, lithium battery industry and other development, the market development is very fast, there is no clear market leader.
TZTEK Technology realizes the positioning, recognition, guidance and other functions of robot arms through machine vision in visual process equipment products. At the same time, the company applies machine vision to intelligent driving, intelligent network and other fields to realize automatic driving, autonomous navigation and automatic transportation of vehicles; The company has not yet dabbled in the industrial robot products themselves
3. One of the key parts of Tesla humanoid robot external parts: reducer Market leader: double ring transmission and green harmonics
Reducer can be divided into filter reducer and RV reducer, filter reducer domestic leading green harmonics, occupy 7% of the domestic market share, take Musk's humanoid robot as an example, equipped with about 40 motors, it is expected that shoulders, elbows, legs and other major joints use 10-14 harmonic reducers, each worth about 1500 yuan, the total value is 15k-21k; The RV reducer is used in the waist (the load capacity requirements), the domestic RV reducer leader double-ring transmission, occupying 15% of the domestic market share, recently affected by the robot hype, double-ring transmission has also achieved continuous rise.
4. The motor of the core components of the machine Domestic leader: Mingzhi Electric
Motors are not only commonly used in daily power tools, but also in electric vehicles, and the demand for high-performance motors for robots, whether industrial robots or humanoid robots, will maintain a growing trend.
Mingzhi Electric is the world's leading micro motor enterprise, and the benchmark of industrial control industry going overseas. The company is mainly engaged in various types of motors and their drive products, bound to direct sales of leading enterprises at home and abroad, of which overseas income is mainly in Europe and the United States, accounting for a stable proportion of 40%+. The company adopts the strategy of extension acquisition to enrich product categories: it has successively acquired globally competitive motor and drive companies such as AMP and Lin in the United States, and T Motion in Switzerland, and the category has expanded from a single-step system to a brushless/servo/coreless motor/precision linear system, and the estimated price has also risen from 11 yuan in the early stage to nearly 90 yuan at present, an increase of 8 times.
5. The large-scale use of motors promotes the use of NdFeB magnets: faucet, Zhongke three rings
First pour a basin of cold water on everyone, the main technology business in the field of NdFeB magnets in China is licensed to about four domestic companies through technology, so in this regard, we see that the height of the companies in the industry is not too high, and you can refer to this direction yourself.
6. Robot software: Dingjie Software
The company was founded in 1982 with the background of Foxconn, the world's leading robotics company and the world's leading cloud computing server company. Back against a tree for shade. Dingjie Software also relies on the smooth development of shareholders Dongfeng.
The above is the main robot industry chain company in the current A-share market, because the early stage has been emphasized to everyone, the market speculates on small market tickets, more also speculation as the main, if the market sentiment continues, the plate of large robot companies ushered in the opportunity to make up.
Analysis is not easy, friends who like it can like it, friends with ideas can leave a message below, there are questions and answers, hoping to solve some problems in the market for fans and friends.