Shen Wan Hongyuan released a research report saying that cooling of humanoid robots is a key part of determining whether physical intelligence can perform stably. There are multiple pain points such as limited joint space, continuous high motor load, and the thermal density of fingertips exceeding AI chips. The robot's heat mainly comes from the three core modules of the joint actuator, computing power unit, and power supply system. The multi-dimensional heat source is highly coupled. The bank expects that with the acceleration of industrialization, the global active cooling market for puppets and four-legged robots will be about 18 billion yuan in 2030, and there is plenty of room for racetrack growth.

Shen Wan Hongyuan released a research report saying that cooling of humanoid robots is a key part of determining whether physical intelligence can perform stably. There are multiple pain points such as limited joint space, continuous high motor load, and the thermal density of fingertips exceeding AI chips. The robot's heat mainly comes from the three core modules of the joint actuator, computing power unit, and power supply system. The multi-dimensional heat source is highly coupled. The bank expects that with the acceleration of industrialization, the global active cooling market for puppets and four-legged robots will be about 18 billion yuan in 2030, and there is plenty of room for racetrack growth.