Huafu Securities said that the robotics sector

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Last week , Huang Renxun said that the field of robotics, especially humanoid robots and general robotics, is about to usher in a breakthrough like the ChatGPT moment and is expected to become the world's largest technology industry.

As for the stunning appearance of the ZhongQing SE01, even Nvidia scientist Jim Fan was amazed: Is this real or a synthesis by Sora.

Today, another factor stimulated the market : the Chinese Army issued a major article, talking about terrain vehicles, exoskeletons, robot dogs.

It is reported that a regiment of the Xinjiang Military Region recently carried out a logistics support drill in the heart of the plateau. The officers and soldiers used a combination of manned and unmanned bc data philippines modes to provide strong support for the combat units. A variety of intelligent equipment made their debut on the stage, and the drill scene was full of technology and futuristic sense.

Although overseas giants have always been at the forefront of technology, domestic robot companies are emerging at an accelerated pace.

In addition to the aforementioned Zhongqing SE01, the previous Yushu Technology Dog also impressed people. In addition, Zhiyuan Robotics, Star Era, Galaxy General, Fourier and Xiaopeng are all making efforts.

Has bucked the trend and strengthened under the continued catalysis of domestic policies, Nvidia, Tesla and others.

Robots are currently entering a period of rapid iteration and are about to go into mass production and experience rapid growth.

Based on the considerations of autonomy, controllability and safety, the domestic robot industry chain will also develop rapidly. Domestic Huawei, ByteDance and various car companies have been active recently, and robot planning has accelerated.

The current investment opportunities related to Huawei and ByteDance's robot industry chain will be similar to Tesla's announcement of its robot layout in 2022. As a new theme direction, related targets will receive high attention from the market, and related investment opportunities can be actively participated in.