Last week, the siasun robot&automation index outperformed the large cap, with the csi 300 index rising by 6.6%, surpassing$SSE Composite Index (000001.SH)$by 4.3 percentage points, outperforming$CSI 300 Index (800122.HK)$by 5.2 percentage points, outperforming$Chinext Price Index (399006.SZ)$by 4.7 percentage points.

On Monday morning in the Asian market, the humanoid robot sector of A-shares experienced a noticeable surge.$Zhejiang XCC Group (603667.SH)$7 consecutive boards,$Hangzhou Shenhao Technology (300853.SZ)$up 20%,$SanFeng Intelligent Equipment Group (300276.SZ)$、$Shanghai STEP Electric Corporation (002527.SZ)$、$Hangzhou Kaierda Welding Robot (688255.SH)$、$China Leadshine Technology (002979.SZ)$and followed the surge.

Regarding Hong Kong stocks, $ROBOSENSE (02498.HK)$ It once increased by 11%, $UBTECH ROBOTICS (09880.HK)$ Once increased by more than 10%.

On December 2, a domestic humanoid robot company, Magic Atom, released a video showing that the domestically produced humanoid robot MagicBot "works in the factory". In the video, the robot can handle goods, finely grasp small parts, and assist in product quality inspection. In addition, in some work scenarios, multiple humanoid robots can also collaborate.

Comparison$Tesla (TSLA.US)$Compared to Optimus, the latter can only perform one step of work or use the same machine to complete multiple steps. The difference between the two is the distinction between single machine intelligence and multi-machine collaboration. This is also the strength of Magic Atom's humanoid robot.

It is reported that MagicBot humanoid robots have undergone special lightweight processing, with a battery life of up to 5 hours when in motion and operation; the dual-arm handling can bear a maximum load of 20 kilograms, with a total body weight capacity of 40 kilograms, and a total of 42 degrees of freedom.

In addition, MagicBot is equipped with multiple types of sensors, and the sensory data will be fused and filtered by algorithms, allowing the robot to perceive its surroundings in 360 degrees and possess semantic recognition capabilities.

It is reported that Magic Atom will officially launch the next-generation MagicBot humanoid robot product in the first quarter of 2025, achieving small-scale mass production simultaneously, and landing applications in industrial and business services scenarios.

Musk stated at the X conference in July that Tesla's humanoid robot Optimus is expected to go into production by the end of 2025, but will only be used internally within Tesla factories. By 2026, production may increase to meet external customer demand.

Just last week,$NVIDIA (NVDA.US)$Contact has been made with several **** machine tool and key component manufacturers, with the goal of soliciting the technology and specifications of key components, and exploring the possibility of collaborating enterprises joining the humanoid robot supply chain.

Deepu Talla, Vice President of Robotics and Edge Computing at nvidia, has stated that nvidia targets a decentralized market composed of 'hundreds of thousands' of robot manufacturers, rather than a centralized smart phone market dominated by only a few major players.

"We provide platforms for robots, rather than manufacturing robots."

The humanoid robot industry is a bit competitive.

Humanoid robots have been called one of the greatest inventions of 2024 by USA Today. Companies at home and abroad are rushing to invest, with Tesla and Huawei's humanoid robot industry chain ecology initially established. Many industry insiders have stated that the current humanoid robot industry is indeed a bit 'competitive'.

Hu Chunxu, the head of the developer ecosystem at D-Robottics, stated in an interview with The Paper that the competition is because the current cost of humanoid robots is too high. He mentioned that the average unit price of a humanoid robot is nearly 0.5 million yuan, with hardware costs such as joints, electric machines, reducers, and entire components accounting for roughly 70%.

'So manufacturers in the supply chain are competing on price and cost performance.'

In his view, this is an inevitable stage in the early development of the industry. However, to solve the high cost problem, the main goal is still to achieve large-scale mass production. In this regard, Hu Chunxu stated,

'If we want to scale up, we determine that costs must be reduced to below 0.1 million yuan, down to about one-fifth of the current level.'

Deepu Talla, vice president of nvidia robotics and edge computing, expects that by 2025, the probability of large-scale deployment of production-level humanoid robots is low. However, it is undeniable that under the leadership of large companies in china and the usa, humanoid robots are rapidly developing.

Xinda Securities believes that under the global robot wave, the industrialization of humanoid robots is expected to accelerate.

Editor/Rocky