Event
Humanoid robot applications expand, core components draw attention
1 reports · 1 sources
Data from the Ministry of Commerce show that in the first three quarters of this year, sales of embodied intelligent robots on key platforms grew 22.6% year on year. Analysts, based on this, believe that the humanoid robot industry is in the stage of mass-production validation and scenario deployment, and that investment opportunities are expected to extend to segments such as core components, control platforms and data infrastructure. The above investment directions are the analysts' judgment; the report does not provide evidence that these segments have already generated actual returns. The analysts also suggest that industrial investment should focus on companies' technological advantages, cost control, batch delivery capability, as well as progress in order implementation and model iteration.
Report timeline
- Humanoid Robot Applications Continue to Expand, Core Component Investment Opportunities Draw Attention
Data from the Ministry of Commerce shows that in the first three quarters of this year, sales of embodied intelligent robots on key platforms grew 22.6% year on year. Analysts believe the humanoid robot industry is at an important stage of mass-production validation and scenario deployment, and that investment opportunities are expected to extend to areas such as core components, control platforms, and data infrastructure. Industrial investment should focus on companies' technological advantages, cost control, batch delivery capability, and progress in order fulfillment and model iteration.
36Kr Embodied Intelligence ·