On September 27, stocks related to robotics and intelligent manufacturing rose sharply. Deen Precision's stock price rose by the daily limit for three consecutive days, Jianke Machinery's stock price also rose by the daily limit, and stocks such as Far East Transmission and Jikai also rose by the daily limit. In the news, Fourier’s universal humanoid robot has begun pre-sales
Fourier Intelligent Universal Humanoid Robot GR-1 started pre-sale on September 26, and can be used in scientific research and education, AI embodied intelligent ontology, performing arts exhibitions, medical rehabilitation, security inspections, welcome reception and other scenarios. This universal humanoid robot has 44 degrees of freedom. The joint module uses a fully self-developed integrated actuator, which can realize anthropomorphic movement. It also supports the secondary development and function expansion of the underlying source code and basic pre-trained large models
The robotics sector continues to benefit. On September 24, Tesla Optimus’ official X account released a video of the latest progress of Tesla’s humanoid robots on the platform. Optimus uses camera vision and joint encoders to position its limbs, and can sort blocks of the same color through dexterous hand grasping, and can complete tasks without human interference. The video also shows Optimus standing on one foot to complete difficult yoga movements, with amazing balance skills.
China Merchants Securities listed the above-expected links in the video: (1) 3D machine vision will be widely used in humanoid robots and is expected to become a standardized solution. (2) Encoders will be widely used in humanoid robot motion control, and high-precision optical editing will greatly improve robot control accuracy. (3) End-to-end training of neural networks will greatly enhance the process of robot intelligence and help robots complete more difficult tasks. (4) Force/torque sensors will be widely used in wrist and ankle joints to greatly improve the robot's balance ability and hand grasping ability.
Galaxy Securities looks forward to the humanoid robot market space. It is estimated that the global market space will reach US$17.3 billion in 2027 and US$150 billion in 2035.
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