On April 21st, according to a research report by CITIC Securities, the humanoid robot Half Horse has received widespread attention. After the competition, there has been a discussion about whether the performance of humanoid robots is a “crash” or a progress in the industry. CITIC Securities believes that the industry is still in the early stage of mass production, and the problems exposed on site will force the industry to optimize and upgrade. As the best carrier of embodied intelligence, humanoid robots are the main battlefield of AI technology competition between China and the United States, with vast long-term space. It is recommended not to be confined to “humanoid” and deeply explore investment opportunities for “AI+robots”. For example, the commercialization of exoskeleton robots, dexterous hands, and sensors in these three directions will be faster. The pace of mass production in these directions is not necessarily based on the mass production of humanoid robots, and there is hope for continuous data verification in the future.
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