


Domestic brands launch multi-functional humanoid robots with strong movement capabilities, and pre-sales are in full swing
Fourier Intelligence announced on the 26th that the Fourier Intelligent universal humanoid robot GR-1 has started pre-sale.
According to reports, GR-1 is 1.65 meters tall and weighs about 55 kilograms; has a highly bionic trunk configuration and anthropomorphic motion control, and is equipped with independently developed FSA integrated actuators and total body joint actuators. The number reaches 44, and the maximum joint peak torque reaches 230N.m.
GR-1 has a variety of movement capabilities in unstable, unassisted, and strong interference environments, including fast walking (maximum speed exceeding 5km/h), walking backwards, switching between standing and walking, turning in place, twisting, and turning. Heading, running, obstacle avoidance, obstacle crossing, uphill and downhill, etc.
The rewritten content is: application scenarios include scientific research and education, AI embodied intelligent ontology, performing arts exhibitions, medical rehabilitation, security inspections, welcome reception, etc. In addition, GR-1 provides a complete open SDK, supports secondary development and function expansion, and supports APP intelligent interaction
Just a few days ago, Tesla’s humanoid robot Optimus also updated its “end-to-end solution debut”. Optimus neural network training is "completely end-to-end", which can realize video signal input and control signal output. In the video, the Tesla robot demonstrated visual self-calibration, color sorting tasks, and the ability to maintain balance on one foot. It has many highlights in terms of perception, brain, movement, and control.
At the same time, large models have gradually begun to empower robots. In March, Google released the multi-modal embodied visual language model (VLM) PaLM-E, which can be used in the field of robotics; in July, Google released a new generation of vision-language-action (VLA) model Robotics Transformer 2 (RT-2), dedicated in the field of robotics.
As the industrialization progress of many manufacturers accelerates, "embodied intelligence" has become an unstoppable trend
In view of the gradual improvement of the end-to-end deep learning framework, the continuous enhancement of algorithm generalization capabilities, and the continuous increase of market-retrievable data sets, CITIC Securities believes that robot identification, interaction and execution capabilities are expected to improve in the context of rapid data changes. Accelerate the realization of qualitative change; and with the expansion of large-scale production of control-end hardware and the deepening of practical research and development, it is expected to accelerate the application of humanoid robots.
Zheshang Securities predicts that the demand for humanoid robots in 2030 will be about 1.77 million units, the global market space is expected to reach 169.2 billion yuan, and the CAGR from 2023 to 2030 will reach 25%. It will be the first to be used in industrial and commercial scenarios in the short to medium term (3-5 years); in the personal scenarios in the mid- to long-term (5 to 10 years later), there is a lot of room for application.
In terms of specific targets, analysts are optimistic about the general trend of humanoid robot industrialization, focusing on the leading manufacturer of core components of humanoid robots.
Motor: Recommend MOONS Electric, pay attention to Inovance Technology, Jiangsu Leili, Buke Co., Ltd., VEICHI Electric, etc.;
Screw: Recommend Hengli Hydraulic, Changsheng Bearing, Wuzhou New Year, pay attention to Best, Dingzhi Technology, Rifa Precision Machinery, Qinchuan Machine Tool, etc.; Rewritten content: For screw selection, Hengli Hydraulic, Changsheng Bearing, and Wuzhou Xinchun are recommended. At the same time, attention should be paid to brands such as Best, Dingzhi Technology, Rifa Precision Machinery, and Qinchuan Machine Tool
Reducer: Recommend double-ring transmission, green harmonic, pay attention to Zhongda Lide, Shanghai Electromechanical, Hanyu Group, Fengli Intelligent, Han's Laser, Haozhi Electromechanical, etc.;
Sensor: Recommend Huayi Technology, pay attention to Keli Sensing, Hanwei Technology, Xindong Lianke, etc.
Controller: Recommend Huazhong CNC, Bozhong Seiko, and pay attention to brands such as Xinshida, Eft, and INVT
Lightweight: Recommend Seiko Technology, pay attention to Zhongfu Shenying, Jilin Chemical Fiber, Jilin Carbon Valley, etc.;
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