① Following Tesla, BMW has joined the humanoid robot army and will pilot applications at its factory in Spartanburg, South Carolina. ② The Zheshang Securities Research Report predicts that the global market for humanoid robots is expected to reach 169.2 billion yuan in 2030, with an 8-year CAGR of 27%.
Following Tesla, BMW has joined the humanoid robot army and will pilot applications at its factory in Spartanburg, South Carolina. A Californian startup called Figure developed this humanoid robot called Figure01 and reached an agreement with BMW to deploy a “general-purpose humanoid robot” in the field of automobile manufacturing. According to reports, in addition to BMW, other car manufacturers such as Honda Motor Company and Hyundai Group are also trying to replace dangerous and repetitive jobs with humanoid robots.
Under the trend of aging and intelligence, “machine replacement” has become an important trend. The Zheshang Securities Research Report predicts that the global market for humanoid robots is expected to reach 169.2 billion yuan in 2030, with an 8-year CAGR of 27%. Humanoid robots put forward new requirements for various links and are expected to drive innovation and development in the industrial chain.
According to the Finance Federation's theme library, among the relevant listed companies:
Among the core motion control components involved in humanoid robots, Hechuan Technology has mature servo motors, stepper motors, hollow cup motors, frameless motors, etc. Among them, servo products have a high market share in the domestic market.
Mingzhi Electric is the main manufacturer of control motors. The company's small and ultra-small motors, drive and feedback technology, and integrated technology are the company's core competitive advantage in the field of humanoid robot applications.