According to the CITIC Construction Investment Research Report, the humanoid robot sector continues to be catalyzed at home and abroad, and it is recommended to focus on quality links. Yu Shu landed on the Science and Technology Innovation Board to determine valuation anchors for humanoid robot body companies, which is expected to drive valuation reshaping by body manufacturers. On August 26, the 2nd World Humanoid Robot Games came to a successful conclusion in Beijing. Domestic chain manufacturers actively promote multi-dimensional capacity building such as “brain”, “cerebellum”, and “body”, and actively explore applications in multiple industrial and commercial scenarios, and the scale of shipments continues to expand; as the level of generalization of robots increases, it is expected that their implementation scenarios will expand further. Physical AI is the next wave of artificial intelligence. Robots are one of the best physical carriers of AI, and the development trend of the industry is clear. Subsequent Optimus V3 release and mass production progress, new domestic robot product launches, robot companies' IPO promotion, and application implementation will continue to catalyze the sector market. It is recommended to focus on quality links.

According to the CITIC Construction Investment Research Report, the humanoid robot sector continues to be catalyzed at home and abroad, and it is recommended to focus on quality links. Yu Shu landed on the Science and Technology Innovation Board to determine valuation anchors for humanoid robot body companies, which is expected to drive valuation reshaping by body manufacturers. On August 26, the 2nd World Humanoid Robot Games came to a successful conclusion in Beijing. Domestic chain manufacturers actively promote multi-dimensional capacity building such as “brain”, “cerebellum”, and “body”, and actively explore applications in multiple industrial and commercial scenarios, and the scale of shipments continues to expand; as the level of generalization of robots increases, it is expected that their implementation scenarios will expand further. Physical AI is the next wave of artificial intelligence. Robots are one of the best physical carriers of AI, and the development trend of the industry is clear. Subsequent Optimus V3 release and mass production progress, new domestic robot product launches, robot companies' IPO promotion, and application implementation will continue to catalyze the sector market. It is recommended to focus on quality links.