Fund managers bullish on storage robot race good realization capabilities are optimistic

Currently, fund managers are no longer just focusing on showcasing humanoid robots dancing, doing acrobatics, or performing Chinese kung fu. Instead, they are paying close attention to the opportunities in the paid scenarios for humanoid robots, with large-scale orders becoming the main focus. Fund managers believe that paying customers with strong demand have always been the key for humanoid robots to commercialize. With the continuous growth of global e-commerce and trade, the construction of large-scale warehouses has greatly driven the demand for warehouse robots. In this context, warehouse sorting robots have become an essential infrastructure for Chinese companies going global, and fund managers have found large-scale paying customers in the field of robotics. The commercial landing scenarios for robots are further demonstrated in the increasing orders for AMRs. Zhang Yinxian, the fund manager of the Ping An Advanced Manufacturing Fund, believes that under the empowerment of artificial intelligence technology, warehouses are gradually evolving into the intelligent heart of the supply chain. The aging population, rising labor costs, and unavoidable human errors are causing traditional labor-intensive models to reach their limits - low space utilization rates and slow response times during peak periods make it difficult to adapt to the complex global inventory coordination landscape. This provides an opportunity for humanoid robots to realize their value in warehouse logistics scenarios.