2025-06-23 02:09Summary of the Robot Industry Conference Call Industry Overview - The focus of robot manufacturers is shifting from hardware to the "brain," which includes data and algorithms. Leading companies like Tesla and Figur are increasing their investment in algorithms and seeking downstream application scenarios, indicating a trend towards integrated hardware and software solutions [1][4] Key Points and Arguments - Collaborations and Partnerships: Major domestic and international robot manufacturers are collaborating on software and hardware integration. Companies like Apollo Robotics are partnering with Google DeepMind, while others like U Disk and Huawei Cloud are also forming alliances to enhance robot performance [1][5] - Application Areas: Humanoid robots are primarily being applied in manufacturing and service industries, including automotive factories, warehousing logistics, hotels, and retail. The urgent need for iteration in the early stages of industrialization requires more data, algorithms, and deployment of robots [1][6] - Core Component Development: The technology in the execution segment is converging, while competition in the perception segment remains intense. The focus is on increasing degrees of freedom and adding sensors, with domestic manufacturers exploring alternatives to reduce costs [1][7] - Tactile Sensor Technology: By 2025, most robot manufacturers are expected to install tactile sensors at the fingertips to address interaction feedback issues. The main tactile sensing solutions are resistive and capacitive, with capacitive solutions being more precise but also more expensive [1][8][9] Additional Important Insights - Market Trends: The domestic robot market is expected to approach 2 million units, with growth dependent on the expansion of downstream applications and supportive national subsidy policies. For instance, the Longgang District in Shenzhen plans to promote the deployment of over 1,000 robots from 2025 to 2027 [1][13] - Cost Reduction Efforts: The reducer market is seeking new processes to lower costs, with major players actively expanding production. For example, a new project in Lin'an, Hangzhou, is expected to expand production capacity to 1 million units by 2025 [1][10] - Sensor Market Dynamics: The six-dimensional force sensor market is seeing increased participation, with leading companies maintaining dominance. The price is currently between 10,000 to 20,000 yuan, but mass production could lead to price reductions [1][11] - Lightweighting Challenges: The weight of full-size humanoid robots typically ranges from 50 to 70 kg. Efforts to achieve lightweight designs are ongoing, with some manufacturers exploring the use of titanium to replace traditional materials, although these technologies are not yet fully mature [1][12] Investment Recommendations - Potential investment opportunities include companies like Hengli Hydraulic, Landai Technology, and Better, as well as servo motor-related stocks such as Hanwei Technology and Fulai New Materials [1][13]