According to the League of Nations People's Livelihood Research Report, the humanoid robot industry is entering the triple driving stage of “accelerated large-scale manufacturing, continuous expansion of scenarios, and intelligent upgrading.” The recent sharp correction in the sector has released pressure on early valuations, but industrial-side commercialization, capital increases, and product iteration are still accelerating. There is a short-term divergence between fundamentals and stock prices. It is recommended to seize the medium- to long-term allocation window brought about by the pullback.

According to the League of Nations People's Livelihood Research Report, the humanoid robot industry is entering the triple driving stage of “accelerated large-scale manufacturing, continuous expansion of scenarios, and intelligent upgrading.” The recent sharp correction in the sector has released pressure on early valuations, but industrial-side commercialization, capital increases, and product iteration are still accelerating. There is a short-term divergence between fundamentals and stock prices. It is recommended to seize the medium- to long-term allocation window brought about by the pullback.