The "black technology" of humanoid robots is dynamically spreading, and many companies show their robot "genes"

Entering December, the popularity of the humanoid robot track has been boiling.

First of all, Tesla released a video of the company's second-generation Optimus (Optimus) robot, which has received a lot of attention.

Immediately after December 19, UBTECH (09880. HK) has confirmed its IPO on the Hong Kong Stock Exchange, and the first trading day will be set for December 29.

The crowd gathered firewood and the flame was high. With the joint promotion of relevant policies and investment and financing actions, the capital circle has also begun to focus on exploring the upstream and downstream of humanoid robots and various subdivisions, and independent concepts such as six-dimensional sensors and Peek materials have been hyped up one after another.

Among the A-share listed companies, all kinds of humanoid robot-related news have also begun to map their stock prices, and major companies have begun to actively respond to market concerns. Among them, Tesla Optimus Prime Gen2 and UBTECH have become the two key words that investors frequently pay attention to.

Black technology fuels the humanoid robot market

Recently, Tesla showed the updated second-generation Optimus Prime robot related walking and movement videos in the video.

According to the video, the second-generation Optimus Prime will lose more than 10 kilograms of weight and increase walking speed by 30%. In addition, the subtle touch of the robot's egg movements shown in the video is also eye-catching, and its haptic perception system increased to 11 degrees of freedom and "black technology" is particularly eye-catching.

Some people in the robot industry pointed out that the difference between humanoid robots and industrial robots is that the working conditions faced are very different, industrial robots often grasp or place actions through standardized processes, but humanoid robots have to deal with various shapes, weights, and items of different textures, which are placed in different locations and require different ways of grasping and placing. Therefore, truly intelligent humanoid robots have high requirements for arm sensing.

Some experts shared that the hand of humanoid robots requires complex sensing systems, such as contact force, friction, and even temperature and humidity, so it is necessary to apply sensors in highly intelligent humanoid robots.

In various discussions, materials science terms in frontier fields such as pressure-sensitive materials such as carbon nanotubes, weight-reducing materials such as Peek materials, and multi-directional torque sensors such as six-dimensional sensors have begun to be frequently mentioned in humanoid robots.

Among them, the flexible sensor leader Hanwei Technology (300007. SZ), Peek material upstream and downstream enterprises Zhongyan Co., Ltd. (688716.SH), Xinhan New Materials (301076. SH) and other rounds of speculation.

Coincidentally, the 21st Century Business Herald reporter noticed that just after the release of the relevant video, an online picture showed the electronic skin sensor sample displayed by UBTECH, the "first share of humanoid robots", on the PPT of a humanoid robot arm structure.

In this regard, the 21st Century Business Herald reporter asked UBTECH to verify the authenticity of the picture, and the other party confirmed that the above picture is the company's external sharing information, and the relevant electronic skin technology has been applied to humanoid robot products.

This may mean that the application of highly sensitive and multi-dimensional sensing devices in humanoid robots has become less distant.

It is worth noting that the current configuration cost of high-precision and high-degree-of-freedom sensors is generally more than 1,000 yuan per unit. Previously, Musk claimed that the price of Tesla's Optimus Prime robot would reach $20,000. How to control the supporting cost of the continuously increased high-intelligence humanoid robot is worthy of market attention.

"The perception layer is essential for closed-loop control, and the core hardware is a variety of sensors, including vision sensors, force/torque sensors, IMUs, tactile sensors, etc. Li Lujing, a mechanical researcher at Founder Securities, pointed out that "humanoid robots have relatively high requirements for the accuracy of sensors, and the original high-end field of sensors has difficulty in reducing costs due to the small demand market. ”

A-share companies collectively rubbed on humanoid robots

On December 22, Haozhi Electromechanical (300503. SZ) released interactive information, saying that it participated in the "Humanoid Robot Manufacturing Innovation Center" led by UBTECH, and the project has been approved for construction.

Haozhi Electromechanical said that the company and UBTECH have in-depth cooperation in the form of equity binding to carry out the research and development and manufacturing of industrial humanoid robots. The first prototype of the humanoid robot is scheduled to be delivered around the end of this month. The humanoid robot will be combined with the company's automotive intelligent equipment business to provide a complete set of systematic solutions for OEM customers, further realize the cost reduction and efficiency increase of OEMs, and improve the level of intelligence.

On the same day, Obi Zhongguang (688322.SH), a leading 3D machine vision company, released investor relations information saying that it has reached business cooperation with a number of robot customers such as UBTECH, Dreame, Stander, Yunji Technology, and Gaussian Robot, covering application scenarios such as smart factories, warehousing and logistics, intelligent inspection, hotel distribution, commercial/household cleaning, and ROS education.

In addition, the 21st Century Business Herald reporter noticed that some companies had also disclosed the company's relevant dealings with UBTECH before this.

Among them, the companies that have business cooperation with UBTECH include Tianqi Co., Ltd. (002009. SZ）。 In June this year, the company signed a joint venture with UBTECH to explore the application of humanoid robots in the automotive field.

In addition, the urban AI company Yuntian Lifei (688343.SH) also has a certain connection with UBTECH, and UBTECH's affiliated partnership, Shenzhen UBTECH Sirius Investment Partnership (Limited Partnership), is an IPO shareholding enterprise of Yuntian Lifei.

In addition to A-shares, Johnson Electric (00179.HK), a Hong Kong-listed company, has also signed a relevant strategic cooperation agreement with UBTECH to establish "Shenzhen Humanoid Robot Guochuang Center Co., Ltd."

Although some companies have not been connected with Tesla, UBTECH and other "traffic leaders", they are also aiming at the popularity of the concept of humanoid robots.

Rujing Technology(301525. SZ) recently responded to investors that the company's products in the field of humanoid robots are currently in the research and development stage, and there are no relevant commercial products that have not yet been implemented, and have not yet produced direct benefits.

In response to investors' questions, Lixun Precision said that the company's subsidiary, Jiangsu Lixun Robot Co., Ltd., is a holding subsidiary of the company. Based on the in-depth grasp of the processes required by electronics-related industries, the company has mature capabilities and business foundations to enter related emerging industries such as humanoid robots.

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