此前一日， ① Mercedes-Benz announced in a statement that it will invest tens of millions of euros in Apptronik. ② Chongqing Changan Automobile disclosed that it is publicly sourcing suppliers for its humanoid robot development project. ③ Chery is also accelerating its layout in a series of new industrial clusters such as onboard Drones, humanoid robots, Robotaxis, and flying cars.
On March 19, the Financial Associated Press reported (Journalist Liu Yang) that powered by AI and backed by increasingly complete Industry Chain advantages, automotive companies are collectively rushing into the humanoid robot sector.
On March 19, $MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS (MBGYY.US)$ it announced in a statement that it will invest tens of millions of euros in Apptronik. "The company is using AI and humanoid robots in its digital factory park in Berlin, Germany, to accelerate the transformation of the production network," stated Mercedes-Benz in the announcement.
One day earlier, $Chongqing Changan Automobile (000625.SZ)$ it disclosed that it is publicly sourcing suppliers for its humanoid robot development project. According to the introduction, the project aims to develop a humanoid robot, breaking through core technologies such as actuation, dynamic control, and multimodal perception. Through technological innovation and industrial synergy, it seeks to promote the development of robots towards high performance, low cost, and high reliability, building a complete technological ecosystem.
In November last year, Chongqing Changan Automobile announced that the company plans to invest over 50 billion within the next five years, focusing on integrated land, sea, and air transportation solutions and humanoid robotics. A flying car product is expected to be launched by 2026, and a humanoid robot product before 2027.
On March 18, during the release conference of Chery Automobile's intelligence strategy, Chery Holding's Chairman Yin Tongyue revealed that while maintaining their foundation in smart automobiles, Chery is also accelerating the layout of in-vehicle drones, humanoid robots, Robotaxi, flying cars, and other new industry clusters. Among them, the humanoid robot developed by Chery's Mojia Robot has already been put to work in Malaysia, "We plan to use it to help us sell cars in the 4S store," Yin Tongyue stated.
The advantage of humanoid robots lies in their high flexibility and freedom, with greater application potential in assembly workshops and other precise operational areas.
Firstly, the high degree of commonality in perception, planning, and control technology between autonomous driving and humanoid robots means that components such as cameras and Lidar can be reused.
Secondly, with intensifying competition in the automotive industry, automakers need to leverage AI technology and manufacturing capabilities to explore a second growth curve.
For instance, Guangzhou Automobile Group plans to use GoMate robots for production line inspections.$NIO Inc (NIO.US)$They are attempting robot-assisted quality inspections, aiming to enhance efficiency and reduce labor costs. "Compared to robot startups, automakers possess the accumulated data and algorithms for early-stage autonomous driving, along with a complete production system, thereby having certain advantages in whole machine production and processing."
As the first to combine autonomous driving technology with the field of humanoid robots,$XPeng (XPEV.US)$Xiaopeng's AI robot Iron made its debut last November. Xiaopeng Motors' Assistant Vice **** Yining told reporters that IRON has been put into use at the Xiaopeng Motors factory, with some components of the Xiaopeng P7+ cars assembled by Iron.
During this year's "Two Sessions," Xiaopeng Motors Chairman He Xiaopeng, who first appeared in the representative channel, revealed that the Xiaopeng Iron humanoid robot has been put into use at the Guangzhou factory and plans to achieve mass production of L3 entry-level capabilities by 2026. "Currently, there are some simple robots already in commercial use in industrial and consumer scenarios, and in the future, many humanoid robots will be applied in the automotive production scenario."
In addition to the Xiaopeng Iron and Chery Moja robots that are already "on duty" at the production and sales ends, according to incomplete statistics from the Financial Associated Press, nearly 20 OEMs have either developed or are about to enter the humanoid robot field through independent research and development or cooperation models. This includes$Tesla (TSLA.US)$、 $XIAOMI-W (01810.HK)$ 、 $GEELY AUTO (00175.HK)$ 、$GAC GROUP (02238.HK)$、$NIO Inc. USD OV (NIO.SG)$、$Li Auto (LI.US)$、$LEAPMOTOR (09863.HK)$、$BAIC BluePark New Energy Technology (600733.SH)$In addition, there are unconfirmed market rumors that$BYD Company Limited (002594.SZ)$the humanoid robot project has been launched, with the internal code name 'Yao Shun Yu.'
"2025 will be the first year of mass production for humanoid robots," a Goldman Sachs research report predicts that by 2035, the global market size may reach between 38 billion to 205 billion dollars. He Xiaopeng also stated in the XIAOMI-W 2024 Earnings Reports conference call on March 18th that embodied humanoid robots and deeper integration with the Auto Industry will be one of the 'three growth curves' for XIAOMI-W.
Although there is some imaginative potential for automotive companies to enter the humanoid robot market, industry insiders have also pointed out the challenges. "It is very difficult for humanoid robots to move from L2 level to L3 level." According to He Xiaopeng, the accumulation of large model data will become a threshold for the humanoid robot industry, where the research and development investment and intensity required are far greater than that of the auto industry. "The data threshold for humanoid robots is much higher than that for autos, both face the challenge of data source; while cars can naturally generate massive data through the daily driving of drivers, humanoid robots do not have humans inside."
"For automotive companies, if their research and development capabilities are strong and they excel in autonomous driving technology, it's fine to overflow some technology into humanoid robots. However, if an automaker has not perfected their autonomous vehicles but immediately dives into developing humanoid robots, the likelihood of success is very low." The aforementioned industry insider analyzed that the layout of car companies in the robotics field is not only to seek new growth points but also to occupy a place in the future intelligent industry.
Editor/rice
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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