Due to the low cost, Hwang In-hoon and Musk all think that humanoid robots are expected to become mainstream, and the price may be lower than cars.

Affected by this, the A-share humanoid robot sector picked up rapidly this afternoon, with a net inflow of 259 million yuan.

Among them, Fengli Smart 20CM rose or stopped, Dingzhi Technology rose more than 8%, Mingzhi Electric went up and down for a while, Jiangsu Raleigh rose more than 6%, and Xiaxia Precision, Audi Wei, and Buke Co., Ltd. rose more than 5%.

Hwang In-hoon and Musk are optimistic

With the development of technology, humanoid robots are getting more and more attention.

Recently, Nvidia CEO Hwang In-hoon said that in the near future, humanoid robots are expected to become popular devices, bringing revolutionary changes to various industries.

He said,Humanoid robots will be surprisingly inexpensive to manufacture, comparable to the price range of cheap cars. He anticipated that the robot might sell for 10,000 to 20,000 US dollars.

Similar to the automotive industry, Hwang In-hoon emphasized the potential flexibility and versatility of robots in certain environments.

He believes humanoid robots can handle dangerous, repetitive, or tedious tasks, thereby improving work efficiency and safety.

Earlier, Tesla CEO Musk also expressed similar views. He revealed,The humanoid robot Optimus is only half as expensive to manufacture as Tesla's electric car.

He also predicted thatOptimus is initially priced at $25,000-$30,000, and the price will drop further over time.

Currently, the price of the Tesla Model Y in the US has been lowered to 42.99 million US dollars. This may mean,Humanoid robots are expected to sell for less than cars.

Looking forward to the future, Zheshang Securities believes that with the support of leading manufacturers in the fields of artificial intelligence, new energy vehicles, consumer electronics, industrial robots, etc., the humanoid robot industry is expected to enter the first year of small-batch mass production in 2024, and the progress of industrialization implementation is expected to exceed expectations.

How are the relevant companies doing?

Recently, the main line of financial reports in the market is obvious, and companies in the humanoid robot sector have also released 2023 annual reports and quarterly reports.

Despite the decline in the net profit of some companies, overall, they are quite generous in terms of dividends.

Among them,Fengli SmartIn 2023, revenue was 429 million yuan, up 0.12% year on year; net profit to mother was 24.907 million yuan, down 46.34% year on year.

In 2023, it is planned to distribute 0.85 yuan for every 10 shares, with a total dividend of 10.208,500 yuan.

Revenue for the first quarter of this year was 986.259 million yuan, up 17.98% year on year; net profit to mother was 4.592 million yuan, down 42.74% year on year.

Dingzhi TechnologyIn 2023, revenue was 282 million yuan, down 11.31% year on year; net profit was 805.514 million yuan, down 20.15% year on year.

In 2023, it is planned to distribute 4 yuan for every 10 shares, with a total dividend of 384.17,600 yuan, 4 additional shares for every 10 shares, and no bonus shares.

Jiangsu RaleighRevenue in 2023 was 3,077 billion yuan, up 6.1% year on year; net profit to mother was 317 million yuan, up 22.44% year on year.

In 2023, it is planned to distribute 5.6 yuan for every 10 shares, for a total dividend of 177 million yuan.

Xia Xia PrecisionIn 2023, revenue was $528 million, up 1.97% year on year; net profit to mother was 71.7404 million yuan, down 18.44% year on year.

In 2023, it is planned to distribute 6.45 yuan for every 10 shares, for a total dividend of 39.99 million yuan.

Revenue for the first quarter of this year was 128 million yuan, up 4.18% year on year; net profit to mother was 19.291 million yuan, up 5.37% year on year.