中信证券：人形机器人板块发展趋势确定 建议关注五条主线

Core Viewpoint - The humanoid robot sector is expected to experience significant growth by 2025, marking a new phase of intensive catalysis, with the ongoing trend of general AI applications continuing to drive investment in this area [1] Summary by Key Themes - Investment Opportunities: The report emphasizes a strong outlook for the humanoid robot sector and recommends continued investment in this area due to its promising future [1] - Main Investment Themes: Five key investment themes are highlighted: 1. Tesla supply chain 2. Huawei and the Sichuan-Chongqing supply chain 3. Nvidia-related supply chain 4. Domestic military and special-purpose robot supply chain 5. Other domestic supply chains with favorable competitive landscapes [1]