Secondtier suppliers include An Keli Sensing. Among them, Keli Sensing mainly produc onimensional
torque sensors in the early stage. At present, the sixdimensional torque sensor has been successfully
develop, sent to Huawei, and successfully accept.
In addition, recently, it was rumor that Huapei portuguese timor email list 100000 contact leads Power’s sensors were sent as samples to Tesla’s
Optimus Prime, and its stock price also saw a surge in the short term.
In the field of software and systems, the main players are still large companies with strong AI capabilities, such as Huawei.
In addition, there are opportunities for humanoid robot manufacturers
Major domestic manufacturers include Efort, Leju Robotics, Tosda, and Hechuan Technology.
These complete machine manufacturers also hold some core technologies of the industrial chain.
On November 15, Huawei reach a strategic have you tried to launch digital advertising on your own but had no success? read this! cooperation with 16 powerful robotrelat companies in
China, which essentially built an industrial alliance. Huawei mainly provides a robotics platform to
enable companies to better develop and integrate robots, which is somewhat similar to its role in the new energy vehicle field.
Because Huawei has strong technical strength in Hongmeng operating system, Pangu big model, cloud computing, AI chips, etc., empowering domestic robot companies will accelerate their commercialization and enhance their global competitiveness.
In the future, robot companies that cooperate with Huawei may have stronger
Market competitiveness, including Efort, Zhaowei Electromechanical, Tosda, Zhongjian Technology, and Hechuan Technology. The capital market also vaguely prices robots according to the “SERES” among humanoid robots.
In addition to Huawei’s industrial chain, Tesla also has a strong siphon effect. Relat concept stocks include Sanfeng Intelligent, Beite Technology, Mingzhi Electric, and Sling Shares. However, the increase in recent months has obviously lagg behind liechtenstein number Huawei’s industrial chain, which to a certain extent shows that the market is more optimistic about Huawei’s technology iteration and implementation capabilities.
After the surge since the end of September last year, the overall valuation of humanoid robots has risen sharply, and may face turbulence in the short term, mainly due to the beta risk brought by the broader market Secondtier suppliers include.
