"Robots" take advantage of the momentum! 6 core leaders, capital inflow of nearly 3 billion, comparable to "optical modules"?

The market goes up and down, and this requires "quality"; The opportunity goes and will return, and this requires "fate".

The renminbi came under pressure, and the broader market contraction fluctuated

After AI released the huddle funds, the market structure became balanced. The market began to blossom at multiple points, among which the robots, reducers and other sectors were extremely active.

However, during this period, it should be noted that near the end of the month and the end of the half year, the pressure on funds is also beginning to appear.

01

Robots take advantage of the situation, comparable to optical modules

During this time, the concept of robots is a complete explosion, and its trend is comparable to the optical module in the early stage, and it has become a new market mainline.

There are even netizens who ridicule: Only Optimus Prime can defeat "Light"!

Recently, the link force of the robot industry has ushered in a favorable force, and with the release of huddle funds, it has also made the capital + policy two-in-one blessing here, making robots once again a rookie in the market at this stage.

In terms of policy, it has been outlined in my previous article, so I will not talk about them all here; The main ones are the following two new news worth paying attention to:

1. Recently, the Industrial Department of the National Development and Reform Commission held a symposium on the high-quality development of the industrial robot industry;

Second, it has been clearly reported that this year's World Artificial Intelligence Conference will focus on embodied intelligence for the first time, lay out advanced technologies of intelligent robots, and show the public the latest progress in related fields around embodied intelligence and intelligent robots.

It can be seen that "robot +" is approaching, and its industrial chain will usher in more opportunities.

So will embodied intelligence be the next outlet for robots?

With the rise of AI natural language, the industrial automation revolution has begun.

For a long time, the pain point of industrial robots has been that professional engineers need to manually write code and repeatedly debug to match the excellent task requirements of the production line, and the threshold and high cost of development and delivery have greatly hindered the popularity of industrial robots.

However, under the trend of AI large models, those are no longer too big problems in the past, so in the industrial field, robots will be able to directly talk to humans, improve the realization of industrial-grade application scenarios and the leap in penetration rate, and will also be one of the most important opportunities in the next decade.

What about embodied intelligence? As it is expected to become the final battle of intelligent manufacturing.

Simply put, embodied intelligence is AI, which can interact with the environment we live in, thereby exhibiting intelligent behavior, and will iteratively grow again and again, learning independently and discovering the best action strategy.

Eventually, it will iterate and upgrade its production strategy according to the environment and current production efficiency, and will eventually adjust it completely without human involvement, thus achieving true industrial automation.

02

The core companies of the robot industry chain sorted out, and selected 6 core leading companies during the review period, especially the first enterprise worthy of attention, for reference only:

1. The most optimistic one

After the adjustment, it is full of opportunities, I believe it will come:

(1) The company is the world's most complete robot product line and the largest robot industrialization base in China; And the category of robots is rich, covering special robots and semiconductors;

(2) The company's stock price is below 20 yuan, and the market value does not exceed 30 billion, which is poised to break through the trend;

(3) The net inflow of main funds in the past three days has been nearly 410 million, and a new breakthrough has arrived, and this week may open the main upward market.

In order not to disturb the main force to pull up, I will not talk about it here

2. Eston: The leader of domestic industrial robots, the inflection point of net interest rate has just appeared, and the net inflow of funds is 1.02 billion.

3. Central China CNC: The operation control technology has accumulated deeply, and the fixed increase investment has broken through the bottleneck of production capacity, and the net inflow of funds is 260 million.

4. Sanhua Intelligent Control: Thermal management is the world's leader, forming a first-mover advantage in the field of entering the robot field, with a net inflow of 310 million.

5. Double ring transmission: a leader in precision transmission, realizing product transformation and upgrading, with a net inflow of 550 million yuan.

6. Tuopu Group: a technology platform auto parts manufacturer, actively layout the robot industry, with a net inflow of 380 million yuan.