Xin Lang Cai Jing·2025-08-11 23:39Core Viewpoint - Recent policies supporting the robotics industry have been announced across various regions, providing certain industry and consumption subsidies, indicating a strong governmental push for growth in this sector [1] Industry Developments - The World Robot Conference continues to maintain unprecedented popularity, showcasing a diverse range of domestic robots [1] - The supply chain related to embodied intelligence, including dexterous hands, joint modules, and sensors, is advancing with multiple solutions emerging simultaneously, which is expected to accelerate the iteration of embodied intelligent robots [1] Future Catalysts - Upcoming events such as the World Humanoid Robot Sports Competition, the Zhiyuan Robot Partner Conference, the release of the third generation of Optimus, and domestic robot bidding are potential catalysts worth monitoring [1] Investment Recommendations - The overall market outlook for the robotics sector remains positive, with a recommendation to focus on segments showing superior industry trends and faster growth, particularly in sensors, dexterous hands, vertical applications, and domestic supply chains [1]