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哈勃入股千寻智能,华为机器人核心合作商,订单激增待腾飞!
Sou Hu Cai Jing· 2025-05-12 16:35
Group 1 - The rapid advancement of technology has made artificial intelligence a key driving force, with humanoid robots at the forefront of this field, expected to enter mass production and commercialization by 2025 [1] - Huawei is accelerating its strategic deployment in the field of embodied intelligent robots, having submitted a trademark application for "MATEROBOT" on February 13, covering various robot-related products and services [3] - Qianxun Intelligent Technology Co., Ltd. has recently completed a business registration change, with Huawei's Shenzhen Hubble Technology Investment Partnership becoming a shareholder, focusing on the development of embodied intelligence and general humanoid robot technology [4] Group 2 - Huawei's robot industry chain includes several key companies: 1. Efort, which provides industrial robots and motion control technology, is currently in the supply chain testing phase for applications in automotive welding and logistics sorting [5] 2. Zhao Wei Electromechanical supplies micro-reducers and joint modules for Huawei's robots, achieving micron-level precision for humanoid robot applications [5] 3. Hechuan Technology collaborates with Huawei to develop dedicated servo drives for robots, known for high response speed and low power consumption [5] 4. Ruijun Power, a core partner of Huawei's HarmonyOS, provides operating systems and AI algorithm support for robots [5] - A servo motor system supplier has recently won a significant number of orders from Huawei, becoming its sole servo motor supplier, with expectations of a strong stock price increase [6]