宇树科技上纬新材动作频频 A股具身智能“第一股”争夺战打响

Group 1 - The competition for the title of the "first stock" in embodied intelligence has begun in the A-share market, with the embodied model expected to be the focal point of competition in the second half of this sector [2][3] - The 2025 Government Work Report includes embodied intelligence for the first time, highlighting its importance in future industries alongside biomanufacturing, quantum technology, and 6G [2] - Shenzhen's Technology Innovation Bureau has issued an action plan to support key technologies in embodied intelligent robotics, including core components and bionic dexterous hands, from 2025 to 2027 [2] Group 2 - Domestic financing in the embodied intelligence and robotics sector has exceeded 30 billion yuan this year, surpassing the total for 2024, with major investments from tech giants like Meituan, Didi, ByteDance, and Ant Group [2] - The company Jizhi Jia went public on the Hong Kong Stock Exchange on July 9, marking the largest IPO of a robotics company in Hong Kong this year and being recognized as the "first stock" of global AMR warehouse robots [2] - Yushu Technology initiated its listing guidance on July 18, aiming to become the "first stock" in embodied intelligence in the A-share market [3] Group 3 - The chief analyst of CITIC Securities, Yang Zeyuan, emphasizes that the embodied model is the true driving force behind the current wave of robotics, with its market impact yet to be fully reflected [3] - The next few years are critical for the industrialization of the embodied model, with the intelligence level of the model being the primary factor for success [3] - Companies that can leverage data and have a strong presence in the physical AI sector are expected to secure a position in the embodied intelligence field [3]