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人形机器人产业端迎来密集催化 行业商业化落地可期

The humanoid robot industry end is experiencing intensive catalysis, and commercialization in the industry is expected to land soon.

cls.cn ·  Nov 26 23:51

On November 25, the media reported that the humanoid robot venture MagicLab is developing its third generation humanoid robot product, currently testing its assembly line capability within a certain electrical factory. Shanghai Securities analyst Liu Yangdong pointed out that the industry has recently faced intensive catalysis, further accelerating the development of the humanoid robot industry chain, with humanoid robots entering industrial scenarios, which has become a highly certain application trend both domestically and internationally.

On November 25, the media reported that the humanoid robot venture MagicLab is developing its third generation humanoid robot product, focusing mainly on practical applications, and currently testing its assembly line capability within a certain electrical factory.

Recently, there have been continuous updates on humanoid robots. On November 22, the Indian robot and automation company Addverb Technologies announced plans to release humanoid robots in 2025, officially entering the field of humanoid robots. On November 19, FigureAI released the latest training video of Figure02 at a BMW factory, with performance on the production line achieving comprehensive upgrades. On November 15, the Global Advanced Asia Vets Industry Innovation Center by Contemporary Amperex Technology officially began operations. Also on the same day, the Contemporary Amperex Technology Future Energy (Shanghai) Research Institute cooperated with Shanghai Jiaotong University to develop multiple robots. Shanghai Securities analyst Liu Yangdong pointed out that the industry has recently faced intensive catalysis, further accelerating the development of the humanoid robot industry chain, with humanoid robots entering industrial scenarios, which has become a highly certain application trend both domestically and internationally. The humanoid robot industry chain is currently in the stage of accelerating from "0-1" towards "1," with 2024 slated to be the inaugural year of commercialization for humanoid robots, anticipating the commercialization of humanoid robots.

According to the Financial Data Center, among related listed companies:

Shanghai Step Electric Corporation has always been committed to the research and innovation of robotic products, with a focus on control technology based on algorithms and software. Currently, the company's underlying systems and control algorithms have reached an industry-leading level.

Sling Electric is actively promoting the mass production of harmonic drive and actuator modules.

The translation is provided by third-party software.


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