Event: On January 4, local time in the United States, Google DeepMind and the Stanford team jointly launched Mobile ALOHA, a set of low-cost open-source artificial intelligence robots.
Highlight 1: ALOHA is a full-body remote operation and control system that broadens the scope of embodied intelligence
Highlight 2: ALOHA's ability to learn Xi mimicry has been further verified
Highlight 3: ALOHA hardware is open source and low cost
ALOHA consists of four tabletop robotic arms with six degrees of freedom and an AGV, two of which are used for remote operation and two for execution.
ALOHA can perform complex tasks such as laundry, watering flowers, and making coffee remotely, and it is worth noting that it can learn the daily behavior of Xi hands through neural networks to complete household tasks such as boiling shrimp, taking the elevator, wiping tables, high-fiveing people, washing dishes, tidying tables and chairs, and using cabinets to store items.
Companies with expectations in the robot industry chain:
Tier1 companies: Tuopu Group, Sanhua Intelligent Control
[Best]: So many lead screws or lead screw parts to be selected, the company's products are solid, from balls to rollers, the core is the neck grinding machine equipment company is guaranteed in the first phase (Japan and European equipment has arrived), corresponding to 500 million output value.
[Rujing Technology]: The industrial control business only does robots, on the one hand, it directly docks with T drive OEM, and on the other hand, it docks with Tier1 with drivers, encoders and other product OEM. The industrial logic of the future foundry of the driver is [large volume, good stability and consistency of the third party].
[Bafang shares]: The main business is at a low point (corresponding to the demand for high-end mopeds in overseas Europe and the United States), which is expected to be a big business inflection point in the second half of next year, and pay attention to the platform ability of force sensing technology and gradually reuse it to robots.
There are also companies in the industrial chain:
1. Dexterous hand coreless module: Mingzhi Electric.
2. Potential assembly manufacturer: Inovance Technology.
3. Second-line industrial control manufacturers with coreless cups, frameless torque motors, drives and other key components: Flextron Electric, HCFA Technology, Leisai Intelligence, Leili/Dingzhi, Wolong Electric Drive.
4. The core manufacturer of frameless torque motor: Buke shares.
5. Equipment link: winding machine link, Tanaka Seiki, dynamic balancing machine link, Jizhi shares.
6. Lead screw link: Dingzhi Technology, Best, Xinjian Transmission.
7. Magnetic material link: Jinli permanent magnet.
8. Tactile sensors: Audiwell (Beijing Stock Exchange), Hanwei Technology.
9. Liuweili: Bafang shares, Keli sensing, Donghua test.
10. Body Balance (IMU): Huayi Technology.
It is not intended as a securities recommendation or investment advice, it is intended to provide more information, and the author does not guarantee the accuracy of its content.