In early January, eight A-share companies announced their humanoid robot layouts, attracting attention

Recently, the concept of humanoid robots has attracted much market attention. According to announcements in early January 2024, eight companies disclosed through the Shenzhen Stock Exchange’s interactive platform and listed company announcements that their business involves humanoid robots. This phenomenon has attracted widespread attention.

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The concept of humanoid robots attracts attention

Since November 2, 2023, the Ministry of Industry and Information Technology has released the " "Guiding Opinions on the Innovation and Development of Humanoid Robots" clarifies the development goals for the next few years. According to the guidance, by 2025, the humanoid robot innovation system will be initially established. By 2027, the technological innovation capabilities of humanoid robots will be significantly improved, a safe and reliable industrial chain supply chain system will be formed, and an internationally competitive industrial ecosystem will be built. The realization of these development goals will promote the development of relevant enterprises in the A-share market.

According to incomplete statistics, as of early January, nearly 70 A-share listed companies have issued more than 140 announcements, in which they state that the company's business involves humanoid robots or clarify that they have nothing to do with the concept of humanoid robots. This reflects the phenomenon of humanoid robots becoming the focus of market attention.

In early January, eight listed companies disclosed through the Shenzhen Stock Exchange’s interactive trading platform or announcements that they had launched relevant layouts in the field of humanoid robots.

Hanwei Technology and Haozhi Electromechanical Interactive Platform responded to the progress of humanoid robot business

On January 9, 2024, Hanwei Technology (300007.SZ) held a press conference in Shenzhen In response to investors’ questions about whether the company’s electronic skin flexible sensors are suitable for humanoid robots, Huayi Platform responded as follows:

Hanwei Technology’s flexible sensors can be used in multiple scenarios, such as flexible pressure, temperature and humidity Perception and feedback. This technology is suitable for applications such as gloves, fabrics, and skins. Although it is currently in the early stages of development, it may be used in the field of humanoid robots in the future.

Hanwei Technology focuses on the research and development, production and sales of sensors and instruments, as well as providing comprehensive services for the Internet of Things. The company's business scope covers sensors, comprehensive IoT solutions, utilities, home intelligence and health and other industry fields.

In the first three quarters of 2023, Hanwei Technology’s revenue and attributable net profit were 1.541 billion yuan and 115 million yuan respectively.

Coincidentally, on the same day, Haozhi Electromechanical (300503.SZ) also gave a reply on the Interactive Platform regarding its business involving humanoid robots.

When investors asked whether it was true that Haozhi Electromechanical and UBTECH (09880.HK) would launch a cooperative humanoid robot by the end of the year, the listed company replied: the company's harmonic reducer, frameless torque motor and Products such as encoders can be applied to humanoid robots. However, as of now, the above products have not been used in the field of humanoid robots, and no relevant agreement has been signed.

Haozhi Electromechanical specializes in the R&D, design, production, sales and maintenance services of core functional components of high-end equipment such as mid-to-high-end CNC machine tools, robots, and new energy vehicles.

In the first nine months of 2023, Haozhi Electromechanical’s revenue and attributable net profit were 702 million yuan and 29.9487 million yuan respectively.

6 companies announced their humanoid robot business layout

In addition to Hanwei Technology and Haozhi Electromechanical, in early January 2024, there were 6 A-share companies The company issued an announcement explaining the progress of its business in the field of humanoid robots.

On January 8, 2024, Suochen Technology (688507.SH) announced that during the product design and development stage of humanoid robots, designers can use (the company’s) computer-aided engineering simulation technology (CAE) , conduct detailed simulation analysis to solve a large number of experimental costs and time costs and improve design efficiency.

Suochen Technology focuses on the research and development, sales and service of CAE software. Its CAE software belongs to the R&D and design industrial software.

In the first three quarters of 2023, Suochen Technology’s revenue was 52.3629 million yuan, a year-on-year increase of 36.54%; the attributable net profit loss was 37.1344 million yuan.

On the same day, Rifa Precision Machinery (002520.SZ) announced that the company's CNC thread grinder used for the test grinding of screws and nuts on new energy vehicles and humanoid robots was in good condition, with high efficiency and accuracy that met customer requirements. , has been recognized by customers.

The main business of Rifa Precision Machinery includes two major sectors: high-end intelligent manufacturing equipment and services, and aviation operations and services. Among them, the main products of the high-end intelligent manufacturing equipment and services business are the research and development, design, production and sales of high-end CNC machine tools.

In the first nine months of 2023, Rifa Precision Machinery’s revenue and attributable net profit were 1.446 billion yuan and a loss of 54.6965 million yuan respectively.

On January 5, 2024, according to an announcement by Wald (688028.SH), the ball screws and emerging roller screws developed by the company have many downstream applications, including high-end CNC machine tools, general machinery, and industrial robots , humanoid robots, aerospace, medicine and mold processing and other fields.

Wold is engaged in three main businesses: superhard cutting tools, carbide cutting tools and rods, and cultured diamonds and diamond functional materials.

From January to September 2023, Wald’s revenue and attributable net profit were 423 million yuan and 74.5077 million yuan respectively, a year-on-year increase of 56.08% and 119.81% respectively.

On January 4, 2024, Shenhao Technology (300853.SZ) announced that the company will develop flexible tactile, torque sensor and other businesses in the future, and explore the application of humanoid robots in industrial operation and maintenance scenarios.

Shenhao Technology is mainly engaged in the research and development, manufacturing, promotion and application of intelligent robots, intelligent monitoring detection and control equipment in the field of industrial equipment detection and fault diagnosis.

In the first three quarters of 2023, Shenhao Technology’s revenue was 305 million yuan, a year-on-year increase of 32.57%; the attributable net profit was 6.0011 million yuan, achieving a turnaround from losses to profits.

On the same day, Huami New Materials (836247.BJ) announced that the long-fiber reinforced PEEK (polyetheretherketone) composite produced by the company has both excellent rigidity and good toughness and can be used to replace metal. Materials, in the future (in the field of humanoid robots) PEEK can gradually replace the use of metal materials.

Huami New Materials specializes in the research, development, production and sales of rubber and plastic materials and their products.

In the first nine months of 2023, Huami New Materials’ revenue and attributable net profit were 292 million yuan and 41.2956 million yuan respectively, a year-on-year increase of 16.25% and 28.70% respectively.

On January 2, 2024, according to the announcement of Chaojie Co., Ltd. (301005.SZ), the company regards the field of humanoid robots as an important direction for future development, because the fasteners and connectors used by robots are more precise. , the technical difficulty is higher, and the company focuses on small and medium-sized precision fasteners and connectors. Relatively speaking, the company's products have more advantages.

Chaojie Co., Ltd. focuses on the R&D, production and sales of high-strength precision fasteners, special-shaped connectors and other products.

From January to September 2023, Chaojie’s revenue and attributable net profit were 336 million yuan and 20.1133 million yuan respectively.

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