CATL(SZ:300750) Sou Hu Cai Jing·2025-07-16 01:53Group 1 - The investment enthusiasm in the field of embodied intelligence continues to rise, with 91 investment events recorded in China by June 23, surpassing the total of 77 events for the entire year of 2024, and the total investment amount reaching 11.037 billion yuan [1] - By July 3, 2025, the number of investment events further increased to 114, indicating an exceptionally active investment market [1] - Notable financing cases include Yushu Technology completing nearly 700 million yuan in Series C financing, and Galaxy General Robotics receiving 1.1 billion yuan in a new round of financing led by CATL, setting a record for the largest single financing in the field of embodied large model robots [1] Group 2 - Embodied intelligence has been recognized as an emerging technology sector with broad industrial prospects, being included in the government work report alongside 6G and quantum technology, highlighting its significant national strategic importance [3] - Statista estimates that the global AI robotics market will exceed 19 billion USD in 2024, representing a nearly 30% growth compared to 2023, and is expected to surpass 35 billion USD by 2030 [3] - Citi predicts that the global humanoid robot market will reach 7 trillion USD by 2050, with approximately 650 million humanoid robots worldwide, while Morgan Stanley forecasts a potential market size of 60 trillion USD [3]