According to the latest research on the robotics industry by TrendForce, companion robots have expanded from early designs for elderly care companionship and healing to recent years for human interaction and emotional companionship. Recently, Chinese manufacturer Ubiquitous released the super biomimetic humanoid robot U1, symbolizing that this type of companion product has officially entered the era of human interaction. With the global population structure moving towards aging and declining birth rates, and the continuous increase in the number of people living alone, the demand for companion humanoid robots is supported by the rapidly rising "companion economy", and its output value is estimated to reach 1.1 billion US dollars by 2030.
Overview of Organic Silicon Market on July 20th:
The overall trend of the domestic DMC market is slightly weak, with an average transaction price falling to 11700 yuan/ton, a decrease of 400 yuan/ton compared to the previous trading day. The overall transaction range mainly falls between 11500-12000 yuan/ton. This round of price cuts has provided some stimulation to some first-time customers who were on the sidelines in the early stage. The activity of inquiries and transactions has rebounded compared to before, and the market trading atmosphere has shown marginal improvement. Overall, the mainstream external quotation reference range for DMC remains at 12000-13000 yuan/ton. Looking ahead, it is expected that the organic silicon spot market will continue to operate weakly under pressure in the short term. From the perspective of raw materials, the industrial silicon spot market continues to show a weak and stable trend, and the supply and demand fundamentals have not yet shown a significant turning point. In the future, it is necessary to focus on whether there is a trend of production stoppage in Xinjiang, which may become a key variable affecting cost support. As for the supply side, current individual manufacturers generally prioritize accelerating shipments, but due to the support of production costs, the possibility of further significant price drops is expected to be low, and the downward space is relatively limited. From the perspective of demand side, downstream enterprises are likely to arrange appropriate replenishment operations based on the actual transaction prices of each individual factory. However, under the psychological guidance of "buying up instead of buying down", the short-term wait-and-see sentiment has increased, and the procurement pace tends to be cautious.
On July 17th, at the strategic press conference in Hong Kong, Ocean Group, which has been deeply involved in silicone manufacturing for 30 years, officially announced its new identity: a one-stop silicon-based biomimetic manufacturing service provider, fully entering the booming global embodied intelligence trillion track. In the future, the emotional companion robots around us will soon welcome new domestic players!
Many people wonder why a company that produces silicone materials dares to enter the field of humanoid robots? Shi Qi, Chairman of the Board of Directors of Dayang Group, gave the answer: AI is no longer just limited to mobile phones and screens. Physical biomimetic carriers that can touch, interact, and have emotional perception are the biggest trend in the next decade. Institutions predict that the global AI companion robot market will reach $1.8 trillion by 2035. Under the huge blue ocean market, the ocean with 30 years of polymer material research and development and large-scale production capabilities holds four core technologies: biomimetic skin, flexible muscles, lightweight bones, and intelligent decision-making brain, naturally possessing inherent advantages in hardware manufacturing.