IT Home News, June 13 - As human-shaped robots gradually enter the mainstream view of the global financial market, tech giants such as NVIDIA CEO Jensen Huang and Tesla CEO Elon Musk continue to strongly promote the concept of robots in public settings. Investment bank Morgan Stanley is optimistic about this technological trend. In a recent report, it pointed out that China is taking the lead in the robot race, surpassing the United States.
The report states that China's rapid progress in robot research and manufacturing is mainly due to "rare earth resource advantages, policy incentives, and educational system support".
Morgan Stanley points out that due to the construction cycle of new rare earth processing plants possibly lasting up to 20 years, China is fully capable of leveraging its strategic advantage in rare earths to "regulate the production rhythm of Western manufacturing", thereby gaining a "decisive advantage" in the manufacturing end of the robotics industry.
In addition to resources, the improvement of domestic manufacturing processes has also played a significant role. Morgan Stanley believes that this improvement is due to the combination of technology transfer from foreign enterprises and local technological innovation. Encouraged by the government, Chinese companies have formed a highly active robotics research environment, with fierce competition among enterprises, constantly replacing old technologies with new ideas. Morgan Stanley believes that this "competition" is one of the key drivers behind the accelerated pace of China's robotics research and development.
Moreover, Morgan Stanley stated that China also leads the U.S. in cultivating talent for making robots. In 2023, more than 11,000 universities in China are training relevant talents, with a total student population exceeding 5 million. According to data from the National Student Clearinghouse Research Center in the United States, the number of students in similar institutions in the U.S. is only 923,000.
Based on this, Morgan Stanley emphasized in the report that China's advantages in robotics development not only lie in resources, policies, and education but also in "long-term strategic thinking". The report cites the strategy features of the traditional Chinese board game "Go", stating that China tends to gradually lead opponents into disadvantageous situations through "patience and coexistence competition" to achieve ultimate victory, rather than pursuing "short-term performance".
Original source: https://www.toutiao.com/article/7515206591239488038/
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