Event 1: It is expected that Tesla's humanoid robot will start shipping in small batches in February, with several thousand units in 25 years, 5-100,000 units in 26 years, and another 10 times in 27 years.

Event 2: Robot startup Figure announced the end of its partnership with artificial intelligence giant OpenAI through the social platform X. The company claims to have made a major breakthrough in fully end-to-end robotic AI.

Humanoid robots, the 5 most profitable companies:

Goal 1. Inovance Technology (300124).

Core advantages: Inovance Technology is a leader in the field of humanoid robot parts, mastering core technologies such as motors, drives, and actuator modules, and its servo motor and drive products are adapted to the needs of humanoid robot joints, accelerating localization substitution, and continuously increasing market share.

Market performance: The total market value reached 159.8 billion, and the social security fund held 28 million shares.

Goal 2. Green harmonics (688017).

Core advantages: the leading domestic harmonic reducer enterprise, products are widely used in collaborative robots and humanoid robot joints, is one of the reducer suppliers of Tesla Optimus, orders cover more than 50% of the revenue in the next two years.

Market potential: Harmonic reducer accounts for about 30% of the cost of robots, and the demand for domestic substitution is urgent, and the release of production capacity will significantly increase the performance in 2025.

Goal 3. Julun Intelligence (002031).

Core advantages: It has reached the domestic leading level in the manufacturing technology of high-precision RV reducer, and the RV reducer developed by it is a key component for humanoid robots to achieve fine operation. The company continues to increase R&D investment, optimize the performance of reducer, and meet the market demand for high-performance reducer.

Market performance: In the first three quarters of 2024, the operating income was 888 million yuan, an increase of 64.89% year-on-year; The net profit attributable to shareholders of listed companies was 5.842 million yuan, an increase of 145.20% year-on-year, and the net profit growth performance was outstanding.

Goal 4. Jiebang Technology (301326).

Core advantages: In the field of consumer electronics for many years, its precision functional parts and structural parts products are widely used in notebooks, tablets and other fields. The company has completed the production of the "Linear Actuator Joint Prototype", demonstrating its technical strength in the field of robotics.

Market performance: In the first three quarters of 2024, the operating income was 594 million yuan, a year-on-year increase of 13.79%; The net profit attributable to the parent company was 756,500 yuan, a year-on-year increase of 104.63%, and the research and development of humanoid robot-related technologies brought it a new profit growth point.

Goal 5: More Highlights or Potential!

Core advantages: Chinese leading enterprises in the field of artificial intelligence, big data and data security have accumulated deep technology in the field of artificial intelligence, especially in natural language processing, knowledge graph and other core technologies to provide a solid foundation for the "intelligent" development of humanoid robots. The company is fully committed to the research and development of Tuotian large model Agent technology, focusing on overcoming key capabilities and implanting "super smart brains" for robots.

Market performance: The total operating income in the first three quarters of 2024 was 619.1 million yuan, a year-on-year increase of 2.95%; The net profit attributable to shareholders of listed companies was 44.44 million yuan, a year-on-year increase of 94.35%, and its technological innovation and future development potential were highly recognized by the market. In order to avoid disturbing the layout of the main force, I want to know the friend Lai Oh Chi Zhong No.: Zheng Shuo City, Si 511. I know that it is not easy to scatter, and I am willing to move forward with everyone!

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