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 reached a strategic cooperation with 16 powerful robot-related 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 , cloud computing, AI hong kong telegram data 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. Related concept stocks include Sanfeng Intelligent, Beite Technology, Mingzhi Electric, and Sling Shares. However, the increase in recent months has obviously lagged behind Huawei's industrial chain, which to a certain extent shows that the market is more optimistic about Huawei's technology iteration and implementation capabilities.