国海证券：人形机器人商业化在即 国内外大厂持续AI布局

Core Insights - The domestic humanoid robot industry is expected to show significant growth in 2024 due to technological accumulation and policy stimulation, leading to a compound effect of various influencing factors [1] - By 2025, manufacturers will enter the robot body manufacturing sector, and major domestic and international companies will continue to invest in AI large models, accelerating the construction and commercialization of the humanoid production chain [1] Industry Summary - The humanoid robot industry is poised for growth driven by technology and policy [1] - The entry of manufacturers into robot body manufacturing is anticipated in 2025, indicating a competitive landscape [1] - The demand from upstream suppliers is expected to increase significantly [1] Company Recommendations - Recommended companies in the screw sector include Wuzhou New Spring and Best [1] - Recommended companies in the reducer sector include Greel's Harmonic and Zhongdali De [1] - Recommended companies in the sensor sector include Keli Sensor and Amperelong [1] - Recommended companies in the motor sector include Boke Co. and Weichuang Electric [1]