鹏华基金闫思倩：AI赋能下，机器人重塑全球制造业格局

Group 1 - The core viewpoint emphasizes the transformative impact of AI and robotics, suggesting that their integration could herald a new era in various industries [1][2] - The concept of "DeepSeek moment" is introduced, indicating a critical phase where technological breakthroughs and industrial upgrades are interwoven, particularly in the robotics sector [1][2] - The rapid advancements in humanoid robots are highlighted, showcasing their improved capabilities in movement and coordination within just a year [1][2] Group 2 - The global landscape for robotics is evolving, with both international tech giants and domestic companies increasing their R&D investments to explore suitable technological paths [2][3] - The potential for widespread application of robots across various sectors such as industrial, service, medical, and education is discussed, indicating a significant transformation in productivity and lifestyle [2][3] - The future of AI is framed as a continuous evolution, with robots serving as a crucial link between the virtual and real worlds, enhancing the infrastructure of various industries [2][3] Group 3 - China's position as the largest manufacturing country is deemed critical for leading the robotics sector, which could solidify its global manufacturing advantage [3] - The humanoid robot market is projected to exceed trillions, indicating vast market potential for investors [3] - The importance of a forward-looking investment approach in the robotics industry is emphasized, drawing parallels to early investments in electric vehicles [3]