The broader market opened slightly higher today. After closing the day's tick gap, there were three waves of pull-ups. In particular, the rally in the half hour before the end of the market close was relatively strong. Looking at the 5-minute line, the market once made a small double head at 3039 points. After that, there was a wave of diving. But it was quickly pulled up by many parties. In the end, the broader market closed at the second high. Tomorrow, pay attention to the gains and losses of the 3050 point line.
The GEM also opened slightly higher today. After that, the trend is similar to that of the main board. It hit resistance near the 10-day moving average and retreated slightly. The close closed with a small white candlestick. Watch tomorrow to see if the 60-minute gap on Friday can be filled. The position of this gap is at the level of 1787 points. Today, the trading volume of the two markets has increased slightly. Northbound inflows. Today's hot spots are mainly focused on the tech sector. The top gainers were copper high-speed connectivity, flying cars and electronic license plates. The low-altitude economy has set off a rising tide today. But whether it is sustainable needs to be watched closely. This sector has risen in tandem with flying cars in recent days, and from time to time it will appear at the top of the list of gainers, but it comes and goes quickly. The market outlook can continue to be watched, but not chased up.
In terms of plates, last time we talked about the precious metals industry and construction machinery. Today's hot plate is flying cars. As the name suggests, a flying car is a vehicle that can fly in the sky and drive on the road. There are two ways to fly, one is similar to the biplane we usually see. This kind of flying car is usually similar to the shape of the car when driving on the road, and it is necessary to add wings + tail to fly in the sky, the take-off and landing of this kind of flying car is actually similar to that of ordinary small planes, and it requires a relatively regular long runway to take off and land, that is to say, an airport is required, and the driver needs a flight license. Another type of flying car is the multi-rotor flying car eVTOL, which can be vertically lifted and lowered and flown specifically for low-altitude airspace. At present, another kind of flying car, is the multi-rotor flying car eVTOL, this kind of vertical lifting flight vehicle is specially for low-altitude airspace flight, flying car as an advanced and intelligent means of transportation, has gradually become a hot spot in the field of science and technology innovation in China, the United States, Japan and Europe and other countries, has entered a period of blowout development.
According to media reports, American flying car startup Alef Aeronautics said that bookings for its electric vertical take-off and landing aircraft recently set a new record, with the number of orders reaching 2,850. It is reported that the two-seater flying car Model A developed by Al officially obtained legal flight clearance in the United States in July last year. The flying car will cost up to $300,000, meaning that Alef's total order book to date will be worth more than $850 million. "As of today, we have received more than 2,850 pre-orders with paid deposits, making Model A the best-selling aircraft in history, more than Boeing, Airbus, Joby Aviation and most electric VTOL aircraft combined," said Alef's CEO.
At present, the mainstream technology of flying cars is eVTOL. One of the advantages of eVTOL compared to traditional aircraft is that it does not require an ultra-long runway for helicopter take-off and landing, and can directly use a heliport or vertical take-off and landing field, with high flexibility, and can be piloted remotely or automatically, making it easy to operate. In the eyes of many industry insiders, flying cars can not only solve the problem of traffic congestion, but also expand their application scenarios from the basic use of daily travel to other fields. For example, in the civilian field, it is used for transportation in some large enterprise campuses, such as Huawei's Qingpu campus, where it is appropriate to use flying cars for a short period of time between buildings. In addition, in the event of a fire or other disaster in a high-rise building in an urban area, the general helicopter is not suitable for rescue work in the city, but the flying car is more suitable for these scenarios. There is also a kind of urban express delivery, in fact, many cities already have drone delivery, the role of flying cars can increase the logistics load, and human control can also more accurately identify some wrong places. And in some medical emergencies, flying cars can also play a role in transportation. In addition, sightseeing tours and pesticide spreading are also available. Because of this, the industry believes that the future of flying cars trillion-dollar market is promising. According to the predictions of Morgan, Deloitte, Roland Berger and other consulting institutions, the global market size of flying cars will reach 300 billion US dollars in 2030, and will exceed 1 trillion US dollars in 2040, and there will be 98,000 flying cars in the air of major cities around the world in 2050.
However, commercial traffic flights are not yet suitable for cities on the mainland that have spending power, and it is very difficult to really become a part of daily transportation. Flying cars are low-altitude flights. Low-altitude flying requires very high flying skills due to difficult scenarios such as strong air currents, flying birds, tall buildings, mountains, and clouds. This is not driving a car, and ordinary people really can't do it. Therefore, it is still a relatively distant expectation for flying cars to enter the homes of ordinary people. At the moment, the main reason for the hype in the market is still the concept. After all, flying cars are a completely new thing, and they are a stronger means of transportation than road cars. Once the above shortcomings can be solved, then the prospects are absolutely broad. So it's understandable that the market is paying close attention to it. However, due to the large short-term gains, short-term operations need to be cautious.
Today we are going to talk about the humanoid robot industry. A modern humanoid robot is an intelligent robot, such as ROBOT· The X humanoid robot is equipped with up to 17 servos in each movable joint of the machine, with 17 degrees of freedom, which is particularly flexible and can complete difficult actions such as 90 degrees of arm swing back. It is also equipped with a well-designed control system, which can automatically complete the entire set of actions through its own intelligent programming software. Humanoid robots integrate many disciplines such as machinery, electricity, materials, computers, sensors, and control technology, and are an important symbol of a country's high-tech strength and development level. Japan, the United States, Britain and other countries have done a lot of work in the development of humanoid robots, and have made breakthroughs. There are four major links involved in the humanoid robot industry chain: perception, interaction, operation control, and navigation. Automation devices include: 1) sensors: proprioception sensors, tactile + vision + sound sensors, machine vision, etc.; 2) actuators: reducers, servo systems, micro-motors, etc.; 3) planning control: controllers, industrial control systems, AI systems, etc. Among them, the upstream components of the robot industry chain, including reducers, control systems, and servo systems, account for 70% of the total cost of robots, and are the most valuable links. In mainland China, the development of humanoid robots has also been included in the ranks of high-end technology. The state also attaches great importance to the progress of the industry. With the issuance of the "14th Five-Year Plan" for the development of the robot industry, the plan proposes that by 2025, China will become a global source of robot technology innovation policies, a high-end manufacturing gathering place and a new highland for integrated applications, and the average annual growth rate of the operating income of the robot industry will exceed 20%. In November 2023, the Ministry of Industry and Information Technology issued the "Guiding Opinions on the Innovation and Development of Humanoid Robots" to promote the high-quality development of the humanoid robot industry, empower new industrialization at a high level, and strongly support the construction of a modern industrial system.
The "Guiding Opinions" put forward a two-stage development goal. Among them, by 2025, the humanoid robot innovation system will be initially established, and a number of key technologies such as "brain, cerebellum, and limbs" will make breakthroughs to ensure the safe and effective supply of core components. The whole machine products have reached the international advanced level, and have achieved mass production, and have been demonstrated and applied in special, manufacturing, people's livelihood services and other scenarios, and explored the formation of effective governance mechanisms and means. Cultivate 2-3 eco-enterprises with global influence and a number of specialized, special and new small and medium-sized enterprises, create 2-3 industrial development clusters, and nurture and develop a number of new businesses, new models and new business formats. On the news side, Nvidia CEO Jensen Huang recently said at the CadenceLIVE Silicon Valley 2024 event that AI will bring revolutionary impact in three areas: data centers, robotics/autonomous driving, and life sciences. In the near future, humanoid robots are expected to become popular devices, and the manufacturing cost is expected to be much lower than people expect, and the price may not exceed 10,000-20,000 US dollars. In addition, in some environments, robots may be more agile, versatile, and expected to increase productivity. According to the forecast of Precedence Research, the global humanoid robot market will reach 28.66 billion US dollars in 2032, equivalent to more than 200 billion yuan, and the compound growth rate of the global humanoid robot market size from 2022 to 2032 will be about 33.3%;
In the future, intelligent robots will demonstrate their development advantages in various application fields such as intelligent manufacturing, cultural tourism, education and entertainment, life services, medical and health care, urban construction and governance. For example, in the cultural tourism industry, it can expand application scenarios such as tourism display, leisure and entertainment, and theatrical performances, and can build performing arts venues and convention and exhibition centers with intelligent robots as the theme, so as to promote the promotion and application of innovative products such as humanoid robots and explanation and guidance robots. Develop to meet the needs of the public's high-quality life, guide all kinds of human-computer interaction intelligent products into the family and life, and drive the promotion and application of innovative robot products such as emotional companionship, children's education, and housekeeping services. It is inconvenient for the elderly to live at home, so they can let the humanoid robot take care of their daily life and talk and chat with them; if they don't have time to accompany the children to do their homework, they can be accompanied by the humanoid robot, and they can also do homework tutoring and so on. And for some repetitive labor or work with safety risks, intelligent robots are more efficient. For example, high-altitude, underwater, underground pipe gallery, as well as hazardous chemicals production and inspection, public security patrol, rail transit inspection, urban cleaning and other scenarios, earthquakes, fires and other disasters in search and rescue work, intelligent robots are very useful.
Preview of live classes
At 12:00 noon on Friday, April 26, the "Yicai Knows" platform will continue to open a wonderful live class, with Wang Ying, the host of CBN Broadcasting, and Xu Shirong, the manager of the "Northbound Lunch Report" column of "Yicai Knowing", will share the theme of "New Perspectives on Financial Reports under the New China Nine Articles" through video. There will also be limited-time coupons and small gifts during the live broadcast!
Author: Wang Hui
Editor: Xu Jiayuan
Producer: Wang Junji
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