market review: this week (April 1-April 7) the robot index closed down. The CSI Robot Index fell 1.8 per cent, losing about 2.6 percentage points to the CSI 300 Index and about 3.0 percentage points to the GEM Index, while the CSI Robot Index fell 1.7 per cent, losing about 2.6 percentage points to the CSI 300 Index and about 2.9 percentage points to the GEM Index.

you must choose humanoid access Baidu big model to explore AI big model + humanoid robot innovative application. Walker S is connected to Baidu Wenxin's large model through Baidu Intelligent Cloud Qianfan Platform for task scheduling application development, and quickly builds task planning and execution capabilities. Walker S relies on the end-side multimodal perception model to obtain spatial positioning and semantic information, and then submits the information to the Wenxin large model for task understanding and planning. It cooperates with the precise operation of the mechanical arm and dexterous hand, and successfully completes the tasks of soft object operation (folding clothes) and object interference sorting.

cross-border robot released AI training robot X-Trainer. The video shows that the X-Trainer uses the imitation learning neural network + visual large language model, and the training takes only 2 hours, thus obtaining the ability to independently wash dishes, saving 70% of the training time compared with the common training time. From the plate with red food residue, the sponge placed on the yellow plate, and the metal rack with the dishes hanging behind, the task of cleaning and storing the dishes in the metal rack was deduced.

Changping District first robot industrial park project officially launched. On March 30, the launching ceremony of Beijing Future Science City Robot Industrial Park project was held at the project site. The project will accelerate the introduction of robot technology-based small and medium-sized enterprises and unicorn enterprises, and build a robot industry system with robot body as the core and core components, intelligent perception system and technology as the focus, To help Beijing build a leading domestic and international advanced robot industry development cluster.

2024 China humanoid robot ecological conference was successfully held in Shanghai. Focusing on the theme of "man-machine integration, intelligent creation of the future", this conference grasps the historical opportunities brought about by the new round of scientific and technological revolution and industrial transformation, accelerates the construction of a new development pattern, and thoroughly implements the "Guiding Opinions on the Innovation and Development of Humanoid Robots". Grasp the development direction of the humanoid robot research industry and seize the commanding heights of technological competition and future development.

torch star technology production capacity of 50000 sets of AMR production base was born, the first to deploy AMR-based logistics system in the base. The total investment of the production base is planned to exceed 0.5 billion yuan to build functional modules including intelligent robot assembly center, precision machining center, intelligent robot testing center, raw material and finished product warehouse, factory comprehensive office building, intelligent distribution and material management system, etc. After completion and production, the production capacity of 40000 intelligent robot complete machines and 10000 robot core modules is expected to be realized.

China Aerospace Science and Industry Released Industrial Quadruped Robot "Listening to S10". Listening to S10 robot has excellent obstacle crossing ability, can easily cross stairs, gravel, narrow space and other complex terrain, its maximum speed exceeds 4 m/s, can carry more than 20kg of load, abnormal identification accuracy reaches more than 99%. The robot has a continuous operation time of more than 4 hours and can work in the extreme temperature range of 55 degrees Celsius to minus 30 degrees Celsius. It can be widely used in various scenarios such as offshore substations, drilling platforms, construction sites, smart factories, and emergency fire fighting.

Seven Teng robot release new explosion-proof quadruped robot. This explosion-proof quadruped robot is independently developed by Qiteng robot. It is the only product in the world that can be mass-produced and obtain explosion-proof certificate. It has two unique advantages of high explosion-proof grade and strong load force. In terms of explosion-proof, it meets the national IIB T4 Gb explosion-proof grade, has extremely high safety, and can be applied to Class II explosion-proof scenes such as petroleum and chemical industry and various complex ground environments. In terms of load, its curb weight reaches 149kg, its sustainable working time reaches 3h, and its rated load capacity is 100kg.

financing trends: 1) moying technology, a developer of mobile cooperative robots and application integration systems, has completed a round of financing of nearly 100 million yuan. this round of financing is completed by old shareholders such as tianqi venture capital. the financing funds will be mainly used for technological research and development and project development of robots and related intelligent systems. 2) Orthopedic surgery robot developer cast positive robot to complete the B round of financing, financing funds will be mainly used to accelerate the company's orthopedic series product layout, improve the company from navigation and positioning robot to autonomous operation of the whole chain layout.

key investment points: core links of humanoid robot hardware end: 1) lead screw and equipment, including Wuzhou xinchun (603667), best (300580), beite technology (603009), hengli hydraulic (601100), Qinchuan machine tool (000837), dingzhi technology (873593), Rifa precision machine (002520), Zhejiang haidan (688577), huachen equipment (300809);2) reducer, the targets include green harmonic (688017), double ring transmission (002472) and Zhongdailide (002896);3) Sensors, including Hanwei Technology (300007), Donghua Test (300354) and Keli Sensor (603662);4) Motors, including Mingzhi Electric (603728), Weichuang Electric (688698), Buke Co., Ltd. (688160) and Hechuan Technology (688320);5) Actuator assembly: top Group (601689), Sanhua Zhi Control (002050);6) Robot body, the target includes Boshi shares (002698), excellent selection (9880).

Risk Warning: The risk of lower-than-expected downstream demand for industrial robots, the risk of lower-than-expected expansion of robot companies, and the risk of less-than-expected development of humanoid robots.