Dongwu Securities: Stunning debut in Yushu G1 robot fighting competition, the industrialization process of humanoid robots accelerates

The Zhitong Finance App learned that Dongwu Securities released a research report saying that on the evening of May 25, the “CMG World Robot Contest • Series - Mecha Fighting Tournament” finished, and four Yushu G1 robots took the stage to compete. In terms of fighting skills, the Yuuki G1 robot shows excellent motion control and can perform many difficult combat movements, including side kicks, knee kicks, hook punches, and combo punches. Uki G1 also showed good abilities in terms of body balance and falling up.

According to research, Yushu Technology's humanoid robots are expected to be shipped at the level of 1,000 units by 2025, and the industrialization process will accelerate. Currently, robots already have operation and control capabilities to complete tasks such as martial arts and marathons, but generalization is still limited. The key to future commercial implementation is to accelerate the evolution of large models and improve their ability to adapt and migrate in multiple scenarios and multiple tasks. In terms of individual stocks, we recommend Zhongda (002896.SZ), Changsheng Bearing (300718.SZ), Obi Zhongguang (688322.SH), etc., and it is recommended to focus on Shicheng Holdings (00697), Wolong Electric Drive (600580.SH), and Ling Yunguang (688400.SH).

The main views of Dongwu Securities are as follows:

Event: “CMG World Robotics Competition - Mecha Fighting Tournament” finished on May 25

On the evening of May 25, the “CMG World Robot Contest • Series - Mecha Fighting Tournament” finished, and four Yushu G1 robots competed on stage. The competition was held in Hangzhou and was broadcast live by the CCTV Science and Education Channel. The game uses a points system and consists of 3 rounds of 2 minutes each. A total of four teams participated in the competition. The participating teams each control Yushu G1 to compete using manual, voice, and somatosensory remote control.

In martial arts competitions, what aspects are the robot's excellent motion control ability?

In terms of fighting skills, the Yuuki G1 robot shows excellent motion control and can perform many difficult combat movements, including side kicks, knee kicks, hook punches, and combo punches. The movements are smooth and full of strength, and the level of personification is high. The robot's various skills and actions in this robot fighting competition are all done by remote control. Through prior pre-training, the robot is given various fighting skills, and movement output is completed in different scenarios in actual combat.

Uki G1 also showed good abilities in terms of body balance and falling up. ① Physical balance: The robot's impact resistance has been significantly enhanced, and can maintain an upright posture after being hit by boxing or whipping; ② Falling and getting up: The robot's roll over and stand up after being knocked down in this competition is more silky and humorous. Excellent balance ability comes from the synergy between the fall detection algorithm and the attitude adjustment system. After detecting a shift in the robot's center of gravity, the sensor can quickly feed back to the hardware side to restore a stable attitude, achieving good anti-interference ability.

Software side: Motor skill pack learning is progressing smoothly, and improving generality still requires continuous evolution of large models

The robot has learned eight skills such as straight punches, hook punches, and kicks through a pre-training model. The pre-training mode is divided into two types: ① real data: obtaining the movement trajectory of key parts by actual martial arts players; ② video data: inputting a large amount of movement data through video teaching to master martial arts skills through imitation of the technical route learned.

The robot's combat movements are learned through a pre-training mode, and the robot's motion output can be bound to the remote control keys by means of packaging. When the operator issues instructions such as a “hook punch” or “kick,” the robot's sensing system quickly locates the opponent and constructs map data. The decision system evaluates the environment, goals, and instructions based on learning and training, generates an executable strategy path, and finally the control execution system completes the action.

Hardware side: High-performance motors guarantee motion output, and weight reduction gives robots greater flexibility

① Depth cameras, lidars, and sensors are sensing input modules for robots. ② Self-developed joint motors give the robot good motion output ability. ③ Lightweight materials give robots greater flexibility.

Humanoid robot skill packages are gradually being enriched, and the model side evolves at an accelerated pace to accelerate industrialization and implementation

According to our grassroots research, Yushu Technology's humanoid robots are expected to be shipped at the level of 1,000 units by 2025, and the industrialization process will accelerate. Currently, robots already have operation and control capabilities to complete tasks such as martial arts and marathons, but generalization is still limited. The key to future commercial implementation is to accelerate the evolution of large models and improve their ability to adapt and migrate in multiple scenarios and multiple tasks.

Investment advice

I recommend [Zhongda Dale], [Changsheng Bearing], [Obi Zhongguang], and [Huarui Precision]. I recommend paying attention to [First Journey Holdings], [Wolong Electric Drive], [Ling Yunguang] and [Hanwei Technology].

Risk Alerts

The progress of mass production of humanoid robots falls short of expectations, technological progress falls short of expectations, and macroeconomic risks.