GuShiio.com ① Combing the list of listed companies that received more than 100 institutional visits in the past month (attached table). Lanqi Technology, Fengli Intelligent, and Juguang Technology rank among the top three;
② Robot concept stocks Fengli Intelligent, Hongruan Technology, Siling Shares, and Ruihu Mold are all “on the list”.
Cailian News, February 16 (Editor’s Square)According to Choice data, as of press time, the past month (1.13-2.14) includesLanqi Technology, Fengli Intelligent, Juguang Technology, Hongruan Technology, Xinzhoubang, Anbiping, Jianjian Medical, Baiya Shares, Yuyue Medical, Siling Shares, Chengchang Technology, Wentai Technology, Ruihu Mold and Zhongji Xuchuangof, see the following figure for details:
Among them,Fengli Intelligent, Hongruan Technology, Siling Co., Ltd., and Ruihu Mold all have the concept of robot, the number of institutional visits received in the past month was 240, 189, 117 and 109 respectively.
On the news front,Yushu Technology’s humanoid intelligent robot G1 was once launched on JingdongRecently, the appearance patent of “Quadruped Robot (Fuhu Shengwei)” applied by Yushu Technology was authorized. Zuckerberg ownsMetaThe next big bet,Plan to invest heavily in AI humanoid robots。Meta has formed a new team within RealityLabs. In addition, Guo Minghao, an analyst at Tianfeng International Securities, issued an article saying thatApple is exploring humanoid and non-humanoid robot projects for its future smart home ecosystem。
Fengli Intelligent, which ranks first in the country in terms of sales value of small module gears, stated in its investor relations activity record sheet disclosed on January 22 that the company will add new energy transmission intelligence and new energy transmission intelligence in 2024Precision reducers (including harmonics, planets and small micro reducers developed in 2024 for dexterous hands)There are two major categories of products. At present, new development projects have begun to work hard,The current order volume is stable and maintaining a growth trend。Now we continue to invest in additional equipment,Equipment is expected to be gradually in place in the first half of 2025。Fengli Intelligent stated on the interactive platform on January 15 that the company has established cooperation with some domestic humanoid robot manufacturers. In addition, the products currently developed by the company for downstream mainly include micro reducers for dexterous hands and joints for other parts.Products such as harmonic reducers and planetary reducers have entered small-batch production and delivery。
Arcsoft Technology, which specializes in computer vision technology algorithms, said in a conference call on January 16 that the company’s downstream customers will increase demand for the company’s vision algorithms in 2024.Mobile smart terminal business revenue achieved good growth; In the field of smart cars, with the development and advancement of the company’s designated projects, these projects have made positive contributions to the company’s operating income during their life cycle, and the revenue from the smart car business has achieved significant growth. At the same time, the growth rate of company expenses is slower than revenue. Regarding “Does the company have business related to pedestrian robots and robot dogs?” Rainbow Technology stated on the interactive platform on February 7 that the company has relevant technical reserves, such as Instant Positioning and Map Construction (SLAM) technology,Can be used in applications such as AR and robot positioning and navigation, can also be used for intelligent measurement solutions, 3D modeling solutions, etc.
Siling Co., Ltd., which specializes in automobile bearings, stated in the investor relations activity record sheet disclosed on February 11 that the company currently focuses onR & D and mass production of harmonic reducer, this product is suitable for multiple application scenarios such as industrial robots, collaborative robots, and humanoid robots.The core equipment of harmonic reducers has been put in place by the end of 2024, small batch mass production can start after installation and debugging. This business is still in its early stages and there is currently no bulk supply to the market. Siling Co., Ltd. stated on the interactive platform on December 26, 2024 that the company’s robot parts products plan to cover industrial robots, collaborative robots and humanoid robots. The company has no business cooperation with Yushu Technology at present. In the future, the company will vigorously promote communication and cooperation with domestic and foreign customers.
Ruihu Mold, which ranks among the top in the country in terms of panel molds, aluminum plate molds and aluminum body welding, said at a telephone conference on January 16 that the company has developed mobile robots and intelligent equipment systems in recent years., and developed a collaborative robotIt currently has a certain foundation. Considering the overall strategy and business layout, the companyIt is planned to separate businesses such as mobile robots and collaborative robotsPromote professional development. Ruihu Mold stated on the interactive platform on December 3, 2024 that“Ruijing” brandIt is a subsidiary of the company’s robot and automation equipment-related product brands. AGV/AMR and other logistics handling robots are independently developed and provided by it and have independent property rights.
