KCT(002625) 证券时报网·2025-02-24 03:55Core Insights - The collaboration between Guangqi Technology and several tech companies aims to integrate AI technology, metamaterials research, and intelligent manufacturing to advance humanoid robot key component innovation and intelligent production [1][2]. Group 1: Industry Trends - The humanoid robot industry is entering a rapid growth phase, with Goldman Sachs predicting that the market will reach over one trillion USD by 2035, driven by large-scale applications in factory settings between 2025 and 2027 [2]. - The partnership aligns with national policies supporting high-performance materials as outlined in the "14th Five-Year Plan" for the new materials industry and collaborates with local government initiatives promoting the "robot + large model" strategy [2]. Group 2: Company Capabilities - Guangqi Technology possesses leading technological advantages in humanoid robots, focusing on high precision, high strength, and lightweight characteristics through its expertise in metamaterials [3]. - The company will develop key metamaterial components necessary for humanoid robots, utilizing electromagnetic modulation technology to enhance joint response speed and reduce energy consumption [3]. - Metamaterials have already replaced traditional materials like titanium and aluminum alloys in defense applications, significantly reducing robot weight while improving load capacity [3]. Group 3: Manufacturing and Innovation - Guangqi Technology is establishing five major production bases across China, including locations in Henan, Guangdong, Hunan, Tianjin, and Sichuan, to demonstrate how humanoid robot technology can innovate traditional manufacturing processes [4]. - The company is committed to advancing the performance of humanoid robots in complex environments through the unique physical properties of metamaterials, facilitating rapid and stable development in the humanoid robot industry [4]. - Guangqi Technology has successfully integrated AI technology throughout the entire metamaterials production chain, enhancing research efficiency and production precision, and transitioning towards advanced intelligent management [4].