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"Robot" again exceeded expectations, "reducer" in these three major areas, the core leader refers to a market value of hundreds of billions

author:Fukai Shioden restaurant

Recently, the 23rd China International Industry Fair opened at the National Convention and Exhibition Center, which covers the latest technical equipment and industry development trend products in the whole industry chain, such as basic materials, basic components, complete machine equipment, and overall solutions.

"Robot" again exceeded expectations, "reducer" in these three major areas, the core leader refers to a market value of hundreds of billions

Among them, the robot exhibition area has become the world's largest robot industry chain platform with the largest scale and the largest number of enterprises in the field of industrial robots with an area of more than 50,000 square meters.

This is just one of the robot concepts that Superbrother is going to talk about.

01

Next, let's talk about the second point, speaking of robots must not miss Tesla, recently Tesla Optimus humanoid robot has evolved again, can rely on vision to classify objects autonomously, and can also complete yoga actions;

And that's exactly what Musk said: Progress.

"Robot" again exceeded expectations, "reducer" in these three major areas, the core leader refers to a market value of hundreds of billions

Therefore, under such messages, the robot concept has a certain expected space in the direction of the visual concept, because:

First, the progress of the commercialization of Tesla humanoid robots has accelerated

Optimus' ability to organize items is already comparable to the RT-2 model shown by Google at the end of July, and it has further achieved the ability to overcome interference;

Second, the importance of visual solutions has also been further reflected

Optimus' use of vision to accurately manipulate limbs proves the feasibility of strong vision solutions, and is expected to promote other humanoid robot manufacturers to further accelerate the layout of vision.

"Robot" again exceeded expectations, "reducer" in these three major areas, the core leader refers to a market value of hundreds of billions

The above is what the robot expects, and it is the reason why the warrior is optimistic about it.

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Then in the market, the leading companies in the following fields are expected to reach new heights in the future, and Xiaobian has also selected them for you, which can be focused on:

The first one, the big dark horse of robots in October - the reasons for optimism are as follows:

1. The industry's leading fusion welding material enterprise, is one of the drafting units of many countries and industry standards, the company introduces technology to independently upgrade the research and development and manufacture of trackless guide permanent magnet wheel crawler full-position autonomous crawling arc welding robot.

2. The company's chips are highly concentrated, low and low prices, and the net inflow of main funds has continued in recent days, which has been adjusted in place, and a new round of outbreak is imminent.

Do you know which company this is?

In order not to disturb the main force to pull up, the specific will not be talked about here, interested friends click on my avatar envelope to send [666] to get the answer.

1. Strong technical strength and high certainty of participating in the humanoid robot market

Shuanghuan Transmission, Sanhua Intelligent Control, Huichuan Technology, Tuopu Group

Can be focused on - double ring drive

In the robot precision reducer business, we continue to make efforts, and have successfully deployed 6-1000KG load robots, and the harmonic reducer business has achieved a stable supply of multiple models.

"Robot" again exceeded expectations, "reducer" in these three major areas, the core leader refers to a market value of hundreds of billions

2. With homologous technology manufacturers, there is an expectation of cutting horizontally into the humanoid robot industry chain

Qinchuan Machine Tool, Weichuang Electric, Leisai Intelligence, Yinlun Shares

Can focus on - Resai Intelligence

Its RV reducer is an important strategic support for the company, which currently has an annual output of 60,000-90,000 sets, and plans to produce and sell no less than 50,000 units in 2022.

3. Enterprises with short-term event catalysts, focus on

Obi Zhongguang: It is one of the few companies in the world that has mastered the core technology and achieved the mass production of million-level area array 3D vision sensors, and has achieved commercial applications in biometrics, AIoT, robotics, 3D printing and other markets

Finally, due to the gradual formation of robot clusters in various regions, this will accelerate the development of the industry, research and development technology and product quality will also be improved, and with the recovery of consumption, the recovery of downstream prosperity is bound to drive the demand for automation equipment.

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