Wishing all stock market friends a Happy New Year!
Today is the fifth day of the Lunar New Year.
I officially start my first review work of the new year!
This year’s Spring Festival Gala featured a lively and humorous “actor”—the humanoid robot took center stage!
The program, titled “Yang BOT,” directed by Zhang Yimou, showcased 16 BOTs (short for robots) collaborating with 16 dancers from Xinjiang Arts Institute, presenting the unique charm of folk art through human-robot cooperation.
Every year during the Spring Festival, the Spring Festival Gala is a must-watch program for families, featuring not only spectacular song and dance performances but also some technical highlights that are truly impressive. Last year’s gala saw the debut of virtual hosts and humanoid robots, providing the audience with a stunning visual experience. With the advancement of technology, more and more humanoid robots are appearing in various aspects of our daily lives. Just like the innovative displays at the Spring Festival Gala, humanoid robots are gradually moving from stage performers to practical application scenarios, driving the process of societal intelligence.
Now, let’s review the five companies with projected annual net profit growth in the humanoid robot concept.
First: Zhenyu Technology
Projected net profit growth year-on-year:484.54%
It is a global leader in precision mold comprehensive solutions, actively laying out in the humanoid robot field. Its wholly-owned subsidiary, Suzhou Vanster, has jointly developed a frameless torque motor with Inovance Technology, applied in humanoid robot actuators. The adhesive process motor core from Suzhou Vanster can significantly enhance motor performance, meeting the high precision and stability requirements of humanoid robots.
Second: Fulian Precision
Projected net profit growth year-on-year:175.54%
The company is one of the major suppliers of precision components for automotive engines in China, involved in the R&D, production, and sales of automotive engine components, intelligent electric control for new energy vehicles, and lithium battery cathode materials.
Third: Rockchip
Projected net profit growth year-on-year:337.41%
As a leader in domestic SoC chips, the RK3588 launched at the end of 2021 is currently the only high-end chip in China capable of replacing Qualcomm and HiSilicon products. The company’s AGV industrial robot exhibition area showcased mapping navigation and humanoid tracking robot products based on RK3588J, applicable in AndroidSubLinux technology solutions for robot products.
Fourth: Meige Intelligent
Projected net profit growth year-on-year:96.87%
The company is one of the first in China to develop comprehensive products and technologies based on 4G/LTE core modules. Its high-performance module products are continuously expanding in applications across cloud servers, drones, machine vision, humanoid robots, and other edge AI fields, with rapid growth in revenue scale.
Fifth: Shuanglin GF
Projected net profit growth year-on-year:495.94%
The company is a system supplier that achieves modular and platform-based supply of automotive components, leading in the domestic market for passenger car hub bearings and unit segmentation technology. In the field of humanoid robot ball screw, the company has completed formal R&D project initiation, set R&D goals and development plans, and is currently progressing rapidly with sample production and equipment investment projects as planned.
The author declares: This article is compiled based on publicly available information for analysis purposes only and does not constitute operational advice.