Leaderdrive(688017) 证券时报网·2025-01-14 06:13Group 1 - The humanoid robot concept saw significant stock price increases, with companies like É创科技 rising nearly 29%, and others like 斯特科技 and 绿的波浪 also experiencing substantial gains [1] - The CES 2025 conference showcased various humanoid robots, highlighting advancements in the industry and the participation of multiple domestic and international companies [1][2] - NVIDIA announced the launch of its first batch of Cosmos world models aimed at enhancing simulation and training for humanoid robots, indicating a push towards more realistic interaction and training environments [2][3] Group 2 - The introduction of Cosmos models is expected to lower costs and simplify processes in the training of humanoid robots, potentially leading to increased commercial deployment and daily use [3] - The industry is witnessing a rapid increase in the penetration rate of intelligent service robots, with humanoid robots anticipated to become more industrialized [3] - Companies in the upstream supply chain for core components are actively positioning themselves, suggesting a growing focus on the supply chain related to humanoid robot technology [3]