2024 is known as the "first year of humanoid robots," with robotic technology transforming work and lifestyle at an unprecedented pace. Recently, multiple companies announced the introduction of humanoid robots into production lines, marking the official entry of intelligent robots into the industrial sector and the beginning of a new industrial revolution.

Boston Dynamics' humanoid robot, Atlas, recently demonstrated its exceptional performance in factory environments. According to a video released by the company, Atlas can autonomously move automotive engine parts between storage cabinets and complete a series of complex tasks. This robot does not require remote control, relying entirely on its vision, force, and proprioceptive sensors to detect environmental changes and respond accordingly. This groundbreaking progress has attracted widespread attention, with many netizens expressing that Atlas has commercialization potential.

In China, the application of humanoid robots is also booming. The full-size humanoid robot "Ligong D1" released by Guangzhou Ligong Industrial Co., Ltd. has a dual-arm load capacity of 40 kg, making it the first full-size humanoid robot manufactured by a collaborative robot manufacturer in China. This robot has been tested and applied in the production workshop of Changhong TV, taking on tasks such as part sorting and heavy-lifting, significantly improving production efficiency.

Additionally, the domestic humanoid robot Walker S has also entered the new energy vehicle factory, starting its "working career." On the assembly line, it can collaborate with humans to complete car assembly and quality inspection tasks, demonstrating the huge potential of robots in the industrial manufacturing sector. With the continuous development of artificial intelligence and computing power technologies, these scenes once imagined in science fiction movies are gradually becoming a reality.

The application of humanoid robots in the industrial field not only improves production efficiency but also solves many practical problems. For example, in harsh environments or tasks that are repetitive, heavy, or dangerous, humanoid robots can replace humans to complete these tasks, thereby ensuring human safety and health. Meanwhile, with the intensifying aging population, humanoid robots can also fill the labor gap and provide new impetus for socio-economic development.

It is predicted that by 2030, 1.1 million humanoid robots will have the opportunity to enter global industrial scenarios. Additionally, as technology continues to advance and costs decrease, humanoid robots will gradually enter the field of household services, providing more convenient and efficient life services for humans.

The A-share robot sector witnesses a surge in trading halts

As of market close, the three major A-share indices all rose collectively, with the Shanghai Composite Index up 1.12%, the Shenzhen Component Index up 1.95%, and the ChiNext Index surging 2.90%.

In this wave of gains, the robot sector led the market, with over ten stocks, including Tianqi Co., Ltd., Kelei Sensing, Yijiahe, Mingzhi Electric, Estun Automation, ASD, Julun Intelligence, and Zhongdalide, hitting their daily price limits. Robot index ETF, Robot Industry ETF, and other fund products also recorded gains exceeding 5%.

The surge in trading halts in the robot sector is not a coincidence. With the continuous development of technologies such as artificial intelligence, the Internet of Things, and big data, the robotics industry has ushered in unprecedented development opportunities. Especially in the field of humanoid robots, domestic and foreign enterprises have intensified research and development efforts to promote technological upgrades and product innovation.

International giants such as Tesla and Boston Dynamics have made significant progress in the field of humanoid robots, while domestic enterprises such as Guangzhou Ligong Industrial Co., Ltd. and UBTECH Robotics are actively deploying resources to accelerate their pursuit.

Driven by policies, the robotics industry has entered a golden period of rapid development. The state has issued a series of policies and measures to encourage the development and innovation of the robotics industry. Meanwhile, with the intensifying aging population and rising labor costs, enterprises have an increasingly urgent need for automated and intelligent production. These factors have jointly promoted the rapid development of the robotics industry and provided a solid foundation for the performance of the robot sector in the A-share market.

The surge in trading halts in the robot sector not only reflects the market's optimism about the robotics industry but also This indicates that there will be more investment opportunities and potential in the field of intelligent technology in the future . With the continuous advancement of technology and the expansion of the market, the robotics industry will embrace broader development prospects.

However, investors should also be aware of the challenges and risks faced by the robotics industry. Despite the vast market prospects, the robotics industry has a high technical threshold, requiring enterprises to possess strong R&D capabilities and technical reserves. At the same time, market competition is increasingly fierce, and enterprises need to continuously innovate and improve product quality to remain invincible in the market.

The surge in trading halts in the A-share robot sector reflects the market's strong confidence and expectations for the future development of intelligent technology. With the continuous advancement of technology and the expansion of the market, the robotics industry will embrace broader development prospects.

Humanoid robot market welcomes explosive growth

Recently, multiple research institutions and industry experts have released reports predicting that the humanoid robot market will experience significant expansion in the coming years, becoming a new racetrack for global technology and industrial competition.

According to the "2024-2029 China Robotics Industry In-depth Analysis and Investment Risk Research Report" released by the ECI Research Institute, the scale of the Chinese humanoid robot market will reach 2.76 billion yuan in 2024. Although the market is still in its infancy, it has huge growth potential. It is expected that by 2029, the scale of the Chinese humanoid robot market will grow to 75 billion yuan, and by 2035, this figure is expected to exceed 300 billion yuan.

Globally, the humanoid robot market also exhibits strong growth momentum. Goldman Sachs predicts that by 2035, the global humanoid robot market size is expected to reach $154 billion, becoming a blue ocean market worth tens of billions of dollars. GGII's forecast shows that the global humanoid robot market size will exceed $20 billion by 2030, with the Chinese market reaching approximately $5 billion.

The explosive growth of the humanoid robot market benefits from multiple factors. First, the rapid development of artificial intelligence technology provides powerful technical support for humanoid robots, enabling them to achieve higher levels of intelligence and autonomy. Second, with the intensifying aging population and rising labor costs, enterprises have an increasingly urgent need for automated and intelligent production, providing vast market space for the widespread application of humanoid robots. In addition, government policy support and capital market favor also inject strong momentum into the development of the humanoid robot industry.

In terms of application fields, humanoid robots have been widely used in manufacturing, household services, medical care, education, entertainment, and other fields. Especially in the manufacturing industry, humanoid robots can replace humans to complete heavy, dangerous, or repetitive tasks, improving production efficiency and product quality. In the field of household services, humanoid robots can provide users with intelligent household services such as cleaning, cooking, and nursing, bringing convenience and comfort to people's lives.

It is worth mentioning that China holds a first-mover advantage in the humanoid robot market. China not only has the world's largest, most comprehensive, and best-supported industrial chain system but is also one of the largest potential markets for humanoid robots. The new generation of young people has a high acceptance of cutting-edge technology, providing a solid market foundation for the commercialization of humanoid robots.

However, the development of the humanoid robot market also faces some challenges. High technical thresholds, research and development difficulties, and high manufacturing costs limit the large-scale production and popularization of humanoid robots. In addition, market standardization, normalization, laws, and regulations also need to be further improved to ensure the healthy and orderly development of the humanoid robot market.

The humanoid robot market is welcoming unprecedented development opportunities. With the continuous advancement of technology and the continuous expansion of application fields, the scale of the humanoid robot market is expected to achieve explosive growth. Humanoid robots will become an important engine leading a new round of technological revolution and future industrial transformation, injecting new impetus into the development of human society.