中信建投：国产机器人百花齐放

Core Viewpoint - Recent policies supporting the robotics industry have been announced across various regions, providing subsidies for the industry and consumer spending [1] Group 1: Industry Trends - 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 [1] - Progress in the embodied intelligence supply chain is increasingly evident, with several upcoming events such as the World Humanoid Robot Games and the Optimus third-generation machine release expected to act as potential catalysts [1] Group 2: 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]