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According to the CITIC Construction Investment Research Report, in terms of humanoid robots, overseas production capacity planning for the robot supply chain is being promoted, and it is recommended to focus on quality links. T inspection is progressing steadily, overseas production capacity construction in the robot supply chain continues, and mass production is gradually getting closer. Gen3 targeting and finalization are still the core concerns at this point, and the sector is expected to gradually eliminate falsification and preserve reality. Furthermore, the Trump administration is focusing on the development of the robotics field to further raise the strategic height of the development of the US robotics industry. Subsequent domestic policies are also worth looking forward to, and the resonance situation between China and the US in the robotics field is expected to continue. The recovery in the early sector was quite adequate. Subsequent catalytic events such as Gen3 targeting, new product launches, and Yushu's IPO progress are worth focusing on. The bottom suggestion focuses on high-quality aspects and grasps core changes such as certainty and dexterity.

Zhitongcaijing·12/16/2025 00:01:06
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According to the CITIC Construction Investment Research Report, in terms of humanoid robots, overseas production capacity planning for the robot supply chain is being promoted, and it is recommended to focus on quality links. T inspection is progressing steadily, overseas production capacity construction in the robot supply chain continues, and mass production is gradually getting closer. Gen3 targeting and finalization are still the core concerns at this point, and the sector is expected to gradually eliminate falsification and preserve reality. Furthermore, the Trump administration is focusing on the development of the robotics field to further raise the strategic height of the development of the US robotics industry. Subsequent domestic policies are also worth looking forward to, and the resonance situation between China and the US in the robotics field is expected to continue. The recovery in the early sector was quite adequate. Subsequent catalytic events such as Gen3 targeting, new product launches, and Yushu's IPO progress are worth focusing on. The bottom suggestion focuses on high-quality aspects and grasps core changes such as certainty and dexterity.