Core Insights - The article discusses the strategic shift of upstream suppliers in the automotive industry towards humanoid robotics, leveraging their existing technological capabilities and industry experience to create new growth opportunities [2][5][16]. Group 1: Industry Trends - Automotive suppliers are actively crossing over into the humanoid robotics sector, with companies like Sanhua Intelligent Control and Huayi Technology announcing their intentions to engage in this new market [2][4]. - The humanoid robotics industry is still in its early stages, and automotive supply chains are seen as a valuable resource for technological and production capabilities [6][18]. Group 2: Technological Synergy - Suppliers are utilizing their core technologies from the electric vehicle sector, such as motors and sensors, to reduce costs and enhance their capabilities in the robotics field [4][10]. - The collaboration between automotive suppliers and humanoid robotics manufacturers is expected to create a competitive edge through shared resources and expertise [16][18]. Group 3: Market Performance - Data from the China Passenger Car Association indicates that the retail sales of new energy vehicles are projected to reach 10.899 million units in 2024, reflecting a year-on-year growth of 40.7% [5]. - Sanhua Intelligent Control reported a revenue of 20.563 billion yuan in the first three quarters of 2024, marking an 8.36% increase year-on-year, indicating continued growth in the new energy vehicle sector [5]. Group 4: Strategic Collaborations - Companies like Huayi Technology and Top Group are forming partnerships with humanoid robotics firms to enhance their product offerings and market presence [9][10]. - The establishment of joint ventures and collaborations with academic institutions is being pursued to develop integrated hardware and software solutions for humanoid robotics [16][18]. Group 5: Challenges and Opportunities - The transition to humanoid robotics presents challenges, including the need for standardized industry practices and the potential for cost reduction pressures from midstream manufacturers [16][18]. - The article emphasizes the importance of addressing real-world application needs in humanoid robotics to ensure long-term success and market viability [15][18].

速腾聚创正持续推进机器人平台战略。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，速腾聚创科技有限公司（以下简称"速腾聚创"，2498.HK）于2月26日发布公告 称，计划以每股46.15港元的价格配售至多2200万股新股份，配售所得款项净额预计约10亿港元。 2024年12月，速腾聚创已完成一次配售，配售所得款项净额为2.71亿港元。 值得注意的是， 相较前一次配售， 速腾聚创 本次配售公告中提及所得款项资金用途有了进一步的 细分——约7成的 所得款项 净额将用于机器人业务的 研发 ，涵盖：1、开发高清传感器与AI感知技 术、提升机器人灵巧手的运动控制能力，并打造手眼协同系统，增强机器人在复杂环境下的操作性 能；2、开发高负载、高自由度的灵巧手，使其能够灵活复刻人手的精细动作和操作；3、融合激光 雷达与摄像头信息，打造机器人视觉解决方案(含传感器硬件和SDK )，客户可直接调用建图、定 位、避障等算法能力；4、开发机器人域控制器、触觉反馈系统、多维力传感器、关节电机等关键部 件。 显然， 速腾聚创 正持续推进自己的 机器人平台公司战略 ——今年1 ...