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机器人行业周报:宇树科技展示轮足机器狗,运控性能优越
西南证券·2024-12-29 11:28

Investment Rating - The industry is rated as "Strongly Outperforming the Market" with an expected overall return between -5% and 5% over the next six months [45]. Core Insights - The report highlights significant advancements in humanoid and quadruped robots, showcasing products like Unitree B2-W and PUDU D9, which demonstrate superior mobility and operational capabilities [31][60]. - The report emphasizes the potential for quadruped robots to achieve mass production more quickly than humanoid robots due to lower hardware and software barriers, with applications in various industrial and domestic scenarios [31]. - The report notes the ongoing development of humanoid robots, including the introduction of PM01 and GoMate, which feature advanced mobility structures and self-developed core components, enhancing their adaptability and efficiency [34][37]. Summary by Sections Market Review - The robot index underperformed the market, with a decline of 2.6%, lagging behind the Shanghai Composite Index by 3.6 percentage points [54]. Industry Dynamics - Unitree showcased its quadruped robot, Unitree B2-W, which exhibited impressive control capabilities in various challenging environments [31]. - PUDU D9, a humanoid robot, was launched with 42 degrees of freedom and advanced sensory capabilities, aimed at achieving natural human-robot interaction [60]. - The report mentions the completion of a 150 million yuan angel round financing by MagicLab, which focuses on general-purpose robots and embodied intelligence technology [17]. Key Companies and Products - The report lists several key companies involved in the humanoid robot hardware sector, including Best (300580), Wuzhou Xinchun (603667), and others, highlighting their roles in the supply chain [4]. - GoMate, developed by GAC Group, features a unique variable wheeled-foot structure, enhancing its stability and energy efficiency by over 80% compared to similar products [37]. - PM01, a lightweight and dynamic humanoid robot, is designed for various applications and is priced at 88,000 yuan, making it accessible for both commercial and educational purposes [34][35].