A comprehensive overview of the robotics concept! Zhiyuan's takeover triggers an 11-day consecutive limit-up, and the industrial chain ecosystem is gradually becoming clear
After Zhiyuan Robotics took control of Swancor Advanced Materials, the stock price hit the limit up for 11 consecutive days, with a cumulative increase of 643.32%. This phenomenon has boosted the market enthusiasm for robotics concept stocks and revealed the deep layout of the robotics industry chain on the Sci-Tech Innovation Board. The ecosystem of the industry chain is gradually becoming clear, and the value logic of core components, perception and execution, motion control, and AI algorithms has surpassed traditional complete machine manufacturing
According to Zhitong Finance APP, today, Zhiyuan Robotics took control of Swancor Advanced Materials (688585.SH) and achieved its 11th consecutive limit-up, pushing the robotics concept to the forefront of the capital market. The cumulative increase over 11 days reached 643.32%, setting a new record for the A-share "20cm" limit-up.
This market trend, driven by breakthroughs in "embodied intelligence" technology and capital operations, not only made Swancor Advanced Materials the market focus but also revealed the deep layout of the robotics industry chain on the Sci-Tech Innovation Board. The value logic of robotics concept stocks has surpassed traditional complete machine manufacturing, with the industrial chain ecosystem around "limbs, nerves, cerebellum, and brain" gradually becoming clear.
Robust and flexible "limbs" are core components. The "limbs" refer to the joints and motion systems of robots, which are the foundation of their physical capabilities. For example, Leaderdrive (688017.SH) has a market share of over 30% in harmonic reducers, with products suitable for high-load scenarios in humanoid robots, making it a core supplier for multiple robotics companies. Kinco (688160.SH) provides frameless torque motors and joint modules, injecting precision control capabilities into humanoid robot joint drives.
Sharp and powerful "nerves" are for perception and execution. The "nerves" rely on sensors and actuators for environmental perception and signal transmission. Orbbec (688322.SH) provides 3D vision cameras and LiDAR, giving robots environmental perception capabilities. Hanwei Technology (300007.SZ) enhances the interaction accuracy of robots with flexible tactile sensors, and its subsidiary Nengsida has already sent samples for testing. Whenhong Technology (688039) achieves remote control of robots and real-time feedback in multiple scenarios through ultra-low latency video encoding technology, adapting technology to the needs of embodied intelligence. Whenhong Technology (688039.SH) has developed key technologies such as "ultra-low latency video communication" and "ultra-long-distance control of unmanned devices," empowering quadruped robots, drones, and other intelligent terminals to "see clearly, transmit back, with low latency, and control steadily" in complex scenarios like power grid inspections and emergency rescues.
Smooth and coordinated "cerebellum" is for motion control and AI algorithms. The "cerebellum" relies on high-performance computing platforms for motion planning and real-time decision-making. ZD Leader (002896.SZ) is a supplier of planetary reducers and servo systems, supporting the joint power transmission of Zhiyuan Robotics. Lingyun Optical (688400.SH) jointly develops embodied intelligence solutions, optimizing the motion coordination of robots based on motion capture systems. Whenhong Technology (688039.SH) BlackEye multimodal audiovisual model achieves ultra-low latency video transmission, providing communication capabilities for remote control of robots. Whenhong Technology (688039.SH) stated in its investor activity record that through the integration of video processing, AI models, and multimodal technology, it can provide full-chain support for robots from perception, transmission to decision-making, achieving true remote control.
Knowledgeable and intelligent "brain" is for AI large models and data ecology. Intelligent decision-making and autonomous learning capabilities rely on breakthroughs in underlying technologies. iFlytek (002230.SZ) voice interaction technology empowers robots with semantic understanding, collaborating with multiple robotics companies to develop multimodal interaction With the technological evolution of "more flexible limbs, sharper nerves, more coordinated cerebellum, and smarter brain," the robotics industry chain on the Sci-Tech Innovation Board may give birth to the next trillion-level market, and the entire industry chain ecosystem is gradually becoming clear
