Industry Investment Rating - Stronger than the market (maintained) [4] Core Viewpoints - The "Robot+" Application Action Plan (2024-2027) in Chongqing aims to promote the high-quality development of the robotics industry [1] - By 2027, robots will be widely used in various fields of the economy and society, with significant results in typical demonstration applications [2] - The plan focuses on key application areas including manufacturing, agriculture, smart construction, public services, and special emergency scenarios [3] - Emphasis is placed on developing mid-to-high-end robot products and promoting the localization of key robot components [4] - The robotics industry in China is expected to continue its historical development opportunities, driven by policy support and improving product performance [4] Key Application Areas Manufacturing - Targeting digital transformation needs in automotive, electronics, and equipment manufacturing sectors [3] - Typical applications include intelligent inspection, assembly, handling, welding, and spraying [3] Agriculture - Addressing the demand for intelligent agricultural machinery [3] - Applications include planting, harvesting, sorting, cleaning, disinfection, production environment monitoring, and primary processing of agricultural products [3] Smart Construction - Focusing on construction needs in housing, municipal infrastructure, transportation, and water conservancy projects [3] - Applications include concrete paving, floor leveling, wall panel installation, decoration, measurement, pipeline repair, and ground paving [3] Public Services - Serving schools, public services, digital hospitals, and healthy communities [3] - Applications include mobile platforms, intelligent development, multimedia recognition, automatic diagnosis, precise positioning, assisted medical care, and elderly care [3] Special Emergency - Addressing needs in energy infrastructure, social security, extreme environments, and special operations [3] - Applications include emergency rescue, geological exploration, power plant inspection, unmanned transportation, and urban patrol [3] Product Development Focus - Development of mid-to-high-end robot products such as heavy-duty industrial robots, agricultural robots, smart construction robots, collaborative robots, humanoid robots, and medical robots [4] - Research and development of key components including open robot motion control systems, high-power direct-drive servo motors, high-performance vision sensors, force sensors, position sensors, and high-performance end-effectors [4] Investment Recommendations - The robotics industry in China is expected to maintain a positive long-term trend [4] - Attention should be paid to potential core companies in the humanoid robot industry chain and those entering Tesla's humanoid robot supply chain [6]
机器人行业快评报告：《重庆市“机器人+”应用行动计划（2024—2027年）》发布，政策支持进一步完善
万联证券·2024-11-14 10:34