Financial Associated Press, September 13 (Reporter Lu Tingting)The development momentum of the embodied intelligent robot industry is strong, with continued investment enthusiasm in the humanoid robot sector as an important branch. Ecological chain companies are keenly focusing on high-potential opportunities in vertical fields to accelerate new product launches.
On September 12, Tuosda (300607.SZ), known as the ‘first robot stock in Guangdong,’ held a global open day event in Dongguan, showcasing the company’s key component testing and product matrix for robots, as well as the latest achievements in embodied intelligence development for industrial scenarios. The event featured the humanoid robot ‘Xiao Tuo,’ which employs a four-wheel design and supports 360-degree omnidirectional movement, attracting a crowd. This is Tuosda’s first publicly released humanoid robot, equipped with the Zhipu AI large model, capable of complex task reasoning using a thinking chain.
Tuosda’s wheeled humanoid robot Image source: Financial Associated Press reporter/photo
“This is the first humanoid robot applied in the injection molding industry,” Tuosda introduced. ‘Xiao Tuo’ has completed multiple rounds of verification in the injection molding workshop. By integrating a 3D camera and AI visual inspection system, it can identify the good rate of injection molded parts in real time and autonomously complete processes such as palletizing, achieving full-process automation from inspection to operation.
It is reported that Tuosda began laying out embodied intelligence in 2023, continuously making progress in high-precision component manufacturing, core process advancement, and robot system integration. From the production chain perspective, ‘Xiao Tuo’ showcases several of Tuosda’s R&D technologies.
According to Financial Associated Press reporters, the core components of ‘Xiao Tuo’ are processed using the DMU400 five-axis linkage CNC machine tool from Tuosda’s subsidiary, EFM. This machine tool relies on self-developed spindles and GTRT gear-driven cradle turntable technology, achieving high rigidity cutting with precision greater than one-third of a hair’s width, providing the robot with reliable ‘reinforced steel bones.’
In terms of servo control technology, Tuosda’s chief servo technology expert Wang Zhicheng stated that mechanical end-effector jitter suppression control technology has been successfully applied to ‘Xiao Tuo,’ providing key technical support for the large-scale deployment of humanoid robots.
In addition to the wheeled humanoid robot ‘Xiao Tuo,’ Tuosda also unveiled humanoid dual-arm robots and humanoid robotic arms at this event.
Tuosda products Image source: Financial Associated Press reporter/photo
AI investment expert Xia Shuang, in an interview with Financial Associated Press reporters, stated that the development speed of the humanoid robot industry far exceeds that of emerging industries such as smartphones and new energy vehicles. This is due to multiple factors, including the high ceiling of performance unlocked by AI technology breakthroughs, the presence of numerous startups exploring various technological routes, the resolution of hardware bottlenecks in robots, ample industrial resources and financial support, sufficient market space and demand, and the availability of successful experiences from previous emerging industry developments.
Xia further stated that although we feel that the performance breakthroughs of humanoid robots have been rapid in the past two years, transitioning from being unstable walkers to now being able to dance, box, and fold unfamiliar clothes flexibly, it is expected that humanoid robots will continue to develop at this pace in the coming years, bringing new surprises.
Currently, humanoid robots are accelerating their integration into industrial sites. Not only Tuosda, but Estun (002747.SZ) also indicated at a performance briefing that the second-generation humanoid robot Codroid02 released by Estun is currently undergoing small-batch verification in industrial scenarios.
Additionally, Midea Group (000333.SZ) has deployed its self-developed industrial humanoid robot ‘Meiluo’ in its washing machine factory in Jingzhou. Recent on-site visits by Financial Associated Press reporters found that Meiluo stably transports a 9-kilogram washing machine back shell to a 3D intelligent inspection station through dual-arm coordination with a single-arm load of 3 kilograms, and after delivering the item, it turns to perform fire inspection tasks.
Midea Group informed Financial Associated Press reporters that the basis for achieving this scheduling is a self-developed wrist six-dimensional force control sensor that adjusts grip strength and dual-arm posture in real time, ensuring dynamic balance during the transportation process.
Industry insiders are optimistic about the scenario-based implementation of humanoid robots. Morgan Stanley predicts that by 2035, the global inventory of various humanoid robots will reach approximately 13 million units, primarily used in industrial and commercial sectors.
“Although almost all humanoid robot companies are currently laying out in industrial scenarios, even if each company develops smoothly, it cannot meet the entire industrial demand, as the market space for humanoid robots in industrial scenarios is vast and represents a complete ‘blue ocean,’ allowing many humanoid robot companies to develop well together,” Xia believes. Currently, most applications of humanoid robots in industrial scenarios are still concentrated on handling, and slightly more complex generalized assembly tasks have yet to break through. Thus, it can be said that the market is waiting for technology to mature. Many large manufacturing enterprises are already investing in humanoid robots, and once the technology matures, their investments in this technology will also be relatively quick, providing many market opportunities for technologically advanced startups.
Regarding future development directions, Tuosda Chairman Wu Fengli stated on-site that the company will continue to consolidate and expand its main business, focus on high-end intelligent equipment, and promote the application of artificial intelligence technology in manufacturing scenarios. Tuosda’s humanoid robots will deeply integrate processes and scenarios to accurately solve practical application problems, ultimately building a sustainable business closed loop.
(Financial Associated Press reporter Lu Tingting)返回搜狐，查看更多