According to a research report released by Citic Securities, Boston Dynamics released a video on its website on April 17 to launch a new Atlas humanoid robot, with the new Atlas in the form of electric drive, indicating that Boston Dynamics, the pioneer of humanoid robots, continues to be bullish on the field of humanoid robots and turns to electric drive on the technical route, according to a research report released by Citic Securities. With the launch of the electric version of Atlas, Boston Dynamics, in cooperation with Hyundai Group, began to actively promote the landing of humanoid robot applications. It is optimistic that under the automobile zero + robot cooperation paradigm, more head auto parts and humanoid robot enterprises will join forces, and the landing progress of robot applications is expected to be accelerated. It is recommended to pay attention to robots and core components enterprises and related enterprises that benefit from humanoid robot applications.

The main points of CITIC Securities are as followsFamilyfortunes:

Humanoid robot pioneers continue the research of humanoid robot, turning from hydraulic drive to electric drive scheme.

Boston Dynamics, founded in 1992, is one of the pioneers in the research of biped and quadruped robots. Spot, a quadruped robot dog, was developed in 2016, and Atlas, a humanoid robot, was released in 2018. The demonstration video of its robot has attracted wide attention. The humanoid robot Atlas can perform difficult movements such as jumping and somersaults. Previously, the Atlas robot is in the form of hydraulic drive, and this time Boston Dynamics announced that the hydraulic version of the Atlas humanoid robot ended its research and development and launched a new electric version of the Atlas robot, indicating that the humanoid robot pioneers continue to be optimistic about the field of humanoid robots and turn to the electric drive scheme on the technical route.

Humanoid robots do not have to be completely humanoid, and there are more possibilities for innovative structural design to create a range of humanoid robots.

According to the video on the Boston Dynamics website, the electric Atlas's body joints rotate more than 180 degrees or even 360 degrees, making it more flexible than humans. Boston Dynamics CEO Robert Playter said in an interview with IEEE Spectrum that the movements of humanoid robots need not be limited to human movements. If the robot is more powerful or flexible, it can do things that humans cannot or do not want to do. Boston pioneered the structural design of humanoid robots, creating more possibilities for the scope of application of humanoid robots.

Boston Dynamics cooperates with Hyundai Group to actively promote the landing of humanoid robot applications.

In the past, Boston Dynamics has been focused on the research and development of robot technology, and the progress at the application level is slow. With the launch of the electric version of Atlas, Boston Dynamics CEO Robert Playter said it will work with Hyundai Group to continuously demonstrate the capabilities of humanoid robots in laboratories, factories and life, and help build robots at a reasonable cost, according to IEEE Spectrum. The cooperation between Boston Dynamics and Hyundai Group is a classic case of the cooperation paradigm between humanoid robot enterprises and traditional automobile manufacturing enterprises, which is expected to accelerate the landing application of humanoid robots.

Risk factors:

The progress rate of robot technology is lower than expected; the development potential of robot application scenario is lower than expected; the strength and progress of policy implementation is not as expected; the competition in the industry is intensifying day by day; the risk of stringent regulatory policies.