EFORT(688165) 证券时报网·2025-05-12 03:37Group 1 - The humanoid robot concept is gaining significant market attention, with companies like Tuosida and Aifute experiencing stock price increases of 20% and over 14% respectively, indicating strong investor interest [1] - The sixth Shanghai Innovation and Entrepreneurship Youth Forum highlighted the positive development of humanoid robot companies, with many reporting a surge in orders due to market enthusiasm and government policy support [1] - Institutions predict that 2025 will mark the year of mass production for embodied intelligent robots, which represent a crucial integration of AI and the physical world, signaling a new industrial revolution [1] Group 2 - CITIC Securities notes that global governments, tech giants, and research institutions are increasingly focused on the robotics sector, creating a competitive landscape with diverse players across the industry [2] - Chinese companies are well-positioned in the robotics supply chain, contributing to cost reductions in global hardware manufacturing and showcasing comparative advantages [2] - The emergence of complex real-world applications is seen as a testing ground for embodied intelligent robots, with expectations for a significant technological wave in the next decade [2]