Hong Kong stock concept tracking | Us-tree Technology's four-legged robotic dog sets the market on fire! Wide range of application scenarios, related industry chain drawing attention (attached concept stocks)

On December 24th, Unitree Technology released a video announcing that their Unitree B2-W industrial wheel-legged robot dog had awakened more extreme natural talents after a year of mass production. In the video, the B2-W robot dog could rotate four wheels at high speed in place, perform difficult actions such as standing on two wheels and flipping sideways. Additionally, the robot dog could perform sideways flips in place with incredible bouncing power. The B2-W industrial wheel-legged robot dog also demonstrated how to climb mountains, cross water, overcome obstacles, navigate rough terrain, and walk smoothly on bumpy surfaces. Just a month ago, another well-known company in Zhejiang, Siasun Robot & Automation, Hangzhou Cloud Deep Technology Co., Ltd. (Cloud Deep) introduced their "Mountain Cat" all-terrain off-road Siasun Robot & Automation, also adopting a wheel-legged form which combines the speed of wheeled movement with the agility of legged motion. Recently, Cloud Deep's large-scale industry application robot dog X30 was delivered for the first time to the Singapore Power Grid, receiving praise from the spokesperson of the Ministry of Foreign Affairs, Lin Jian, on social media abroad, who praised it as "very cool." In terms of application scenarios, industry insiders point out that humans have a favorable impression of pets like cats and dogs, and robot dogs eliminate the trouble of caring for them while providing companionship to their owners. Robot dogs are also being tested for use in agriculture, industry, specific security patrols, survey exploration, public rescue, medical quarantine support, and other tasks. At present, a batch of police robot dogs in China have hit the streets, with companies including Chengdu Dingqiao, Hangzhou Shenhao Technology using four-legged robot dogs in patrol situations. Furthermore, China North Industries Group once showcased a variety of robot wolf and robot dog devices at the Zhuhai Airshow, which was exciting. Open-source Securities pointed out that China's four-legged robot dogs are globally leading in military scenarios, focusing on solving specific problems and are likely to become the preferred option for Siasun Robot & Automation. With the continuous development of robot dog technology, the robot dog industry is entering a new chapter of commercialization. According to CITIC SEC, the global shipment of humanoid Siasun Robot & Automation is expected to exceed 2,000 units in 2024, marking the official start of commercialization. The robot dog market is also booming, with explosive growth forecasted in the coming years. It is worth mentioning that domestically produced four-legged Siasun Robot & Automation are at the forefront of global competition. GGII analysis shows that in terms of the overall competitive landscape, by 2023, the global four-legged Siasun Robot & Automation market will be mainly dominated by domestic manufacturers, with companies such as Unitree Technology, WL Intelligent, and Hangzhou Cloud Deep Technology showing vitality in consumer and industrial markets, especially in terms of technological innovation, cost control, and local market adaptability. These companies have been actively expanding their market share through the continuous introduction of new products and services. Guotai Junan stated that the underlying principles are similar, and the advancement of robot dog technology is accelerating the industrialization of humanoid Siasun Robot & Automation. According to Wang Xingxing, CEO of Unitree, the hardware and software architecture and working principles of humanoid Siasun Robot & Automation and four-legged robot dogs are similar. From the perspective of components, the joint motors, various sensors, reducers used by robot dogs are similar to those used in humanoids. In addition, four-legged robot dogs help in training humanoid Siasun Robot & Automation and provide more data and information. In the long run, the industrialization of robot dogs will help humanoid Siasun Robot & Automation to better commercialize and accelerate its application in the industry. Related concept stocks: UBTECH ROBOTICS (09880): Since the beginning of this year, UBTECH ROBOTICS has focused on key areas such as automotive and 3C manufacturing, enhancing the operational and task performance capabilities of humanoid Siasun Robot & Automation, and has already cooperated with global car manufacturers such as Dongfeng Honda, GEELY AUTO, FAW-Volkswagen Qingdao Branch, Audi FAW, BYD Company Limited, and BAIC New Energy, and has also collaborated with cross-industry leaders such as Foxconn and SF Express. UBTECH ROBOTICS is the only global company to have announced collaborations with multiple automobile companies for humanoid Siasun Robot & Automation. The industrial version of humanoid Siasun Robot & Automation Walker S series has also become the most widely trained humanoid Siasun Robot & Automation in global car manufacturers. Currently, the Walker S series has received more than 500 intended orders from car manufacturers. XIAOMI-W (01810): Recently, the first large-scale Siasun Robot & Automation company invested by Xiaomi, Beijing Xiao Yu Intelligent Manufacturing Technology Co., Ltd. (hereinafter referred to as "Xiao Yu"), completed a billion-dollar Series A financing. Xiao Yu, founded by the core founding team of Xiaomi Group in 2023, focuses on developing large-scale Siasun Robot & Automation technology for industrial applications, and aims to create a "universal brain" for Siasun Robot & Automation that can adapt to various tasks. LEGENDHOLDING (03396): Legend Capital's investments in humanoid Siasun Robot & Automation not only include financial support but also strategic guidance and market resources for the invested companies. For example, Legend Capital led the angel round financing of humanoid Siasun Robot & Automation R&D company "Stardust Era" with over a hundred million dollars, demonstrating its commitment to humanoid Siasun Robot & Automation.Promising commercial prospects."Bonjour, comment a va aujourd'hui?" "Hello, how are you today?"