Fantasy is further entering reality. On the last trading day of 2023, a special drummer arrived at the Hong Kong Stock Exchange: a humanoid robot holding a wooden hammer, and together with the founder, they sounded the opening bell. The highly anticipated "number one humanoid robot stock", Ubisoft, landed on the Hong Kong Stock Exchange. This is the first time in history that humanoid robots have fully participated in the bell ringing and listing ceremony, which has attracted the attention of this robot company from Shenzhen and also polished the "Chinese business card" of the humanoid robot race internationally. Now, on the golden track of humanoid robots leading to the next technological era, is Guangdong ready? What further explorations have been made? What other application scenarios do humanoid robots have to give the world a brand new look? The turning point appeared in the outbreak of AI big models in 2012, when Ubisoft was established in Shenzhen. It was one of the earliest companies in China to start developing humanoid robots and one of the few companies in the world with full stack technology capabilities for humanoid robots. According to the prospectus, as of June 30, 2023, Ubisoft has 1800 patents related to robotics and artificial intelligence, of which over 380 are overseas patents. "Ubisoft is building our own full stack technology on the path of the humanoid robot industry, which can reduce costs in different fields," said Zhou Jian, founder, chairman, and CEO of Ubisoft. In his annual meeting speech on the day of his listing, he had a more sci-fi imagination for the future: "Humanoid robots are a huge golden track of the future, and the future will definitely become a true intelligent terminal." From movies to reality, the turning point of the humanoid robot industry appeared in the explosion of AI big models. Generative artificial intelligence such as ChatGPT has emerged, and the evolution of humanoid robots' brains is rapidly advancing. For example, the panda robot "Youyou" selected by Youbixuan can already understand the meaning of "excessive heat", infer that "to relieve symptoms, vitamins need to be supplemented", and even ask thoughtfully "whether to eat fruits". China CITIC Construction Investment Corporation pointed out in its research report that humanoid robots have a wide range of application scenarios and are a powerful supplement to industrial robots and other automation equipment. Its global market space can reach trillions of dollars. Goldman Sachs believes that under ideal conditions, it is expected that the humanoid robot market will reach a scale of $154 billion by 2035, close to one-third of the global electric vehicle market and smartphone market in 2022. Industry insiders believe that humanoid robots, which integrate advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, are expected to become a disruptive product after computers, smartphones, and new energy vehicles, and an important part of global industry competition. In December 2023, Tesla released the second-generation humanoid robot Optimus Gen2. Looking around the world, companies such as Amazon, OpenAI, Samsung, and Dyson have also laid out humanoid robots through various means such as investment and self-development. In addition to the Top Choice, Chinese enterprises such as Xiaomi, iFLYTEK and ByteDance have also entered the humanoid robot race track, reshaping the global industrial development pattern. At the policy level, in October 2023, the Ministry of Industry and Information Technology of China issued the "Innovation and Development Guidelines for Humanoid Robots"
Edit：Hu Sen Ming Responsible editor：Li Xi
Source：GD TODAY
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