① Robots are an important branch of the release economy, and this year, new "releases" and advancements in the industry have been emerging continuously; ② Robots integrate AI, high-end manufacturing, New Materials, and other advanced technologies, making them crucial areas for cultivating new productive forces; ③ More forms of robots are expected to enter billions of households globally, with more products being launched.
"Release economy" has recently become a hot topic in the market. Robots are indeed an important branch of this economy.
According to CCTV news on the evening of December 14, the Central Economic Work Conference proposed to carry out large-scale application demonstration actions for new technologies, new products, and new scenarios. Recently, some research results of robots have been applied in new scenarios.
In the bustling area of Wenzhou, Zhejiang, a spherical robot developed by Zhejiang University patrols alongside special police, attracting many pedestrians. The robot weighs 160 kilograms and can reach a maximum speed of 35 kilometers per hour. It achieves fully autonomous driving by collecting and transmitting GPS point information on-site, without the need for maps or navigation. Equipped with a net gun, it can aim at suspects and fire a capture net, adapting to various practical scenarios. Due to its spherical design and flexible mobility, it can reach many corners that traditional patrol equipment cannot, truly achieving cornerless surveillance.
In Jiaxing, Zhejiang, a fully automated blood collection robot was put into use this year. Over the past eight months, the robot has operated stably and has completed nearly 0.016 million automated blood collections. Currently, all venous blood collection projects for adults can be performed by the automated blood collection robot. Patients only need to place an order at a self-service machine in the Hospital, sit in front of the automated blood collection machine, extend their arm, and the robot automatically completes infrared positioning, needle insertion, and blood collection, guided throughout by intelligent voice prompts, with minimal pain experienced.
CCTV reported that the emergence of automated blood collection robots has improved the efficiency of Medical Services, avoiding long waiting times for patients. During peak periods of respiratory diseases, it can also take on blood collection tasks for high-risk patients, reducing the risk of occupational exposure for medical personnel.
Robots are an important area of the release economy.
Since the beginning of this year, new "releases" and advancements in robots have been emerging one after another.
On November 28 local time, the Tesla robot team released a video of Optimus catching with a new type of dexterous hand (22 degrees of freedom), followed closely by a demonstration of the Tesla robot's walking ability on December 10, overcoming rugged terrain while "blindfolded".
In November 2024, during the Zhuhai Airshow, China's independently developed quadruped 'Machine Wolf' made its dynamic display debut, upgrading from individual combat to group combat. The 'Machine Wolf Pack' consists of a comprehensive command vehicle, reconnaissance and detection machine wolves, precision strike machine wolves, and accompanying support machine wolves, making mission scenarios more flexible and diverse.
Reflecting on the 2024 World Robotics Conference, 169 companies exhibited over 600 innovative products, including more than 60 new product launches, featuring humanoid robot new products from Zhi Yuan Robotics such as the 'Expedition' and 'Lingxi' series, as well as the Yushu humanoid intelligent entity G1. Various launch events held during the conference provided technical support and innovative momentum for the implementation of the debut economy.
The debut economy is not merely a superficial consumption frenzy; it is often accompanied by innovation and upgrades in the industry. Robotics integrates advanced technologies such as AI, high-end manufacturing, and new materials, making it an important field for cultivating new productive forces.
The robotics industry chain is very large, involving multiple links and fields, including upstream component supply, midstream robot ontology manufacturing and system integration, and downstream application areas. Upstream mainly includes the production and manufacturing of core components such as reducers, servo systems, and controllers; midstream involves the production of industrial robot ontologies and system integration based on the specific needs of terminal industries; downstream application areas are wide-ranging, including the auto industry, electronic manufacturing, machinery equipment manufacturing, logistics warehousing, and households. China's robotics industry has formed a relatively complete industry chain system, with core components and overall machine research and development and manufacturing capabilities continuously strengthening.
According to incomplete sorting by the 'Star Daily', new developments in the robotics industry are constantly emerging, with heavyweight companies intensifying their layouts:
On November 15, Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center announced its official operation, signing cooperation memorandums with 16 companies, with the layout of the humanoid sector taking initial shape. In addition, Huawei's wholly-owned subsidiary, Jimu Robotics, has increased its registered capital from 0.87 billion yuan to 3.89 billion yuan.
According to reports, Contemporary Amperex Technology's Future Energy (Shanghai) Research Institute, in collaboration with Shanghai Jiao Tong University, is developing several types of robots in preparation for factory applications. In addition to collaborative research with universities, Contemporary Amperex Technology is also developing robots internally. The 21C Innovation Laboratory, focused on cutting-edge technology research, has formed a team of about 20 people working on self-developed robotic arms.
At the Shanghai ROSCon China 2024 conference on December 7-8, NVIDIA showcased its latest achievements in the field of robot learning: an open-source modular framework that provides developers with a toolkit to support reinforcement learning and imitation learning.
With the advancement of technology, more forms of robots are expected to enter billions of homes globally, such as new life-assistant humanoid robots, medical robots, and home tutor robots, with more products debuting.
GF SEC stated that the mass production of humanoid robots is about to begin. The year 2024 is an important year for the industrialization process of humanoid robots, following several years of exploration, development, and program iteration. Currently, most leading humanoid robot products globally have achieved phased results in 2024 and are gradually being introduced into practical production scenarios for pilot testing.
Tianfeng's latest research report indicates that humanoid robots are expected to become the next disruptive products after computers, smart phones, and new energy vehicles, profoundly transforming human production and lifestyle. GGII predicts that China's annual growth rate in the humanoid robot sector will be higher than the global average. In 2024, the market size for humanoid robots in China will be 2.158 billion yuan, reaching nearly 38 billion yuan by 2030, with a CAGR exceeding 61% from 2024 to 2030, and China's humanoid robot sales are expected to increase from about 0.004 million units in 2024 to 0.2712 million units by 2030.
Additionally, robots are not limited to humanoid forms. Open Source Securities stated that the development of AI technology is accelerating the deployment of robots in various fields, with clear scenarios in the military industry, focusing on solving specific problems, and is expected to become a priority area for robot deployment. China’s four-legged robotic dogs are globally leading and are expected to expand their application scope from military use to civilian use.
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